KO icon

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 %
HFA
2601
High Falls Advisors
New York
$307K -$26K -417 -8%
FPGK
2602
Financial Partners Group (Kansas)
Kansas
$307K -$45.7K -734 -13%
EMAM
2603
Encompass More Asset Management
California
$307K -$45.4K -729 -13%
GHA
2604
Granite Harbor Advisors
Texas
$306K +$7.47K +120 +3%
DC
2605
DeDora Capital
California
$306K +$374 +6 +0.1%
UL
2606
Unionview LLC
Washington
$306K +$1.25K +20 +0.4%
TFF
2607
The Family Firm
Maryland
$305K +$1.99K +32 +0.7%
FDDB
2608
Fidelity D&D Bancorp
Pennsylvania
$305K -$9.78K -157 -3%
PAM
2609
Parvin Asset Management
South Dakota
$305K +$305K +4,895 New
BF
2610
Brogan Financial
Tennessee
$305K -$74.9K -1,203 -20%
PAM
2611
PCG Asset Management
New Jersey
$304K +$304K +4,890 New
AFG
2612
Albion Financial Group
Utah
$303K +$7.47K +120 +3%
LAM
2613
Lewis Asset Management
California
$303K +$40.1K +644 +15%
CC
2614
Cultivar Capital
Texas
$303K – – –
ANB
2615
Amarillo National Bank
Texas
$302K -$16.2K -260 -5%
OCM
2616
Objective Capital Management
Ohio
$302K -$43.8K -703 -13%
WSWA
2617
Warren Street Wealth Advisors
California
$302K +$3.11K +50 +1%
NME
2618
Notis-McConarty Edward
$301K -$166K -2,668 -36%
KCIC
2619
Kuhn & Co Investment Counsel
Illinois
$301K +$187 +3 +0.1%
E3F
2620
Eight 31 Financial
Texas
$301K -$11.5K -185 -4%
CTB
2621
Country Trust Bank
Illinois
$300K -$15.3K -245 -5%
DDPIC
2622
Deroy & Devereaux Private Investment Counsel
Michigan
$300K – – –
ABTD
2623
Arvest Bank Trust Division
Oklahoma
$299K -$3.49K -56 -1%
FIM
2624
Fernwood Investment Management
Massachusetts
$299K – – –
TCBWMS
2625
Texas Capital Bank Wealth Management Services
Texas
$298K +$3.86K +62 +1%
103 104
105
106 107