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Coca-Cola
KO

Overview Fund Activity

3,243 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,303 increasing their positions, 1,232 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,243
Holders Change
+132
Holders Change %
+4.24%
% of All Funds
43.17%
Holding in Top 10
65
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-13.33%
% of All Funds
0.87%
New
377
Increased
1,303
Reduced
1,232
Closed
193
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Charles Schwab
Charles Schwab
California
+$720M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$416M
4
Franklin Resources
Franklin Resources
California
+$381M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$358M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$25.6B
2
GQG Partners
GQG Partners
Florida
-$1.92B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$993M
4
BlackRock
BlackRock
New York
-$728M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAA
2576
Peregrine Asset Advisers
Oregon
$318K +$1.81K +29 +0.6%
SL
2577
Sentry LLC
Tennessee
$317K -$93.1K -1,496 -23%
AIA
2578
Arbor Investment Advisors
North Carolina
$316K -$106K -1,700 -25%
DWG
2579
Darden Wealth Group
Michigan
$316K – – –
SWM
2580
Sterling Wealth Management
Illinois
$316K – – –
FHB
2581
First Hawaiian Bank
Hawaii
$316K -$196K -3,141 -38%
HIM
2582
Hanlon Investment Management
New Jersey
$316K +$20.9K +336 +7%
ACM
2583
Ayrshire Capital Management
Connecticut
$315K +$315K +5,060 New
AWS
2584
Arkfeld Wealth Strategies
Nebraska
$315K +$2.28K +37 +0.7%
DI
2585
Disciplined Investors
Texas
$315K +$315K +5,107 New
BF
2586
bLong Financial
Tennessee
$315K +$315K +5,052 New
MAG
2587
MRA Advisory Group
New Jersey
$314K +$6.72K +108 +2%
RCP
2588
Rothschild Capital Partners
New York
$314K +$314K +5,040 New
FA
2589
Fountainhead AM
New Jersey
$312K +$61.6K +990 +25%
CW
2590
Code Waechter
Florida
$311K -$1.12K -18 -0.4%
FSA
2591
Fort Sheridan Advisors
Illinois
$311K +$10K +161 +3%
AWC
2592
Adamsbrown Wealth Consultants
Kansas
$311K +$1.99K +32 +0.6%
HPM
2593
Hoxton Planning & Management
West Virginia
$311K -$5.73K -92 -2%
GPI
2594
General Partner Inc
Pennsylvania
$310K – – –
CCM
2595
Chiron Capital Management
Florida
$310K +$25K +402 +9%
Renaissance Technologies
2596
Renaissance Technologies
New York
$310K +$116K +1,873 +60%
FG
2597
Foster Group
Iowa
$308K -$6.48K -104 -2%
ANC
2598
Ames National Corp
Iowa
$308K +$308K +4,947 New
TIA
2599
Trust Investment Advisors
Indiana
$307K +$1.56K +25 +0.5%
MIA
2600
MMBG Investment Advisors
Florida
$307K – – –
102 103
104
105 106