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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 %
WCFA
2626
Walkner Condon Financial Advisors
Wisconsin
$297K +$9.09K +146 +3%
RCIM
2627
Red Cedar Investment Management
Michigan
$297K -$594K -9,548 -67%
CL
2628
CLG LLC
California
$297K +$297K +4,769 New
TWP
2629
Tempus Wealth Planning
California
$297K +$59.6K +958 +25%
WCG
2630
Weaver Consulting Group
California
$296K +$8.09K +130 +3%
MWM
2631
Mindset Wealth Management
Indiana
$296K -$35.5K -570 -11%
WTFG
2632
Wood Tarver Financial Group
Idaho
$295K +$295K +4,749 New
SFO
2633
Stenger Family Office
Illinois
$295K +$295K +4,733 New
AWM
2634
Avaii Wealth Management
Wisconsin
$294K -$20.2K -324 -6%
CSWM
2635
Cassady Schiller Wealth Management
Ohio
$294K +$15.4K +248 +6%
ZIG
2636
Zuckerman Investment Group
Illinois
$294K -$12.4K -196 -4%
IDA
2637
Intelligence Driven Advisers
California
$294K -$2.24K -36 -0.8%
PCA
2638
Prosperity Capital Advisors
Ohio
$294K +$934 +15 +0.3%
EWS
2639
Eagle Wealth Strategies
New Jersey
$293K +$1.06K +17 +0.4%
PCTC
2640
Perkins Coie Trust Company
Washington
$293K – – –
IHWM
2641
Iron Horse Wealth Management
Iowa
$293K -$2.18K -35 -0.7%
WS
2642
Wela Strategies
Georgia
$292K +$9.15K +147 +3%
WAM
2643
Wallington Asset Management
Indiana
$292K – – –
MFS
2644
Miller Financial Services
Michigan
$291K +$291K +4,677 New
AAM
2645
Augustine Asset Management
Florida
$291K -$2.74K -44 -0.9%
HWA
2646
HMV Wealth Advisors
Louisiana
$291K +$291K +4,674 New
A
2647
AlphaQuest
New York
$289K -$3.5M -56,153 -92%
CVA
2648
Central Valley Advisors
California
$288K +$623 +10 +0.2%
AWM
2649
Ariadne Wealth Management
California
$288K -$2.58K -40 -0.9%
HNB
2650
Hilltop National Bank
Wyoming
$288K -$187 -3 -0.1%
104 105
106
107 108