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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 %
PMFA
2651
Plante Moran Financial Advisors
Michigan
$288K -$9.78K -157 -3%
DCM
2652
DGS Capital Management
New Jersey
$287K -$14.9K -239 -5%
HRC
2653
Hoertkorn Richard Charles
$287K -$21.8K -350 -7%
DWAM
2654
Duncan Williams Asset Management
Tennessee
$286K -$8.09K -130 -3%
TSWM
2655
Triangle Securities Wealth Management
North Carolina
$286K -$12.8K -205 -4%
TRIA
2656
Trail Ridge Investment Advisors
Colorado
$286K +$1.25K +20 +0.4%
MAM
2657
McLean Asset Management
Virginia
$285K +$63.5K +1,020 +29%
TFM
2658
TFC Financial Management
Massachusetts
$285K +$436 +7 +0.2%
WAG
2659
Winthrop Advisory Group
Massachusetts
$285K -$10.8K -173 -4%
MW
2660
MBL Wealth
North Carolina
$285K -$311 -5 -0.1%
HCP
2661
Holt Capital Partners
Texas
$285K – – –
QFA
2662
Quantum Financial Advisors
California
$285K -$125K -2,000 -30%
CPCP
2663
Cedar Point Capital Partners
Iowa
$285K – – –
PFA
2664
Pathway Financial Advisors
Vermont
$285K +$4.11K +66 +1%
NCM
2665
Northwest Capital Management
Oregon
$284K -$3.86K -62 -1%
KAS
2666
KPP Advisory Services
Kentucky
$284K +$39.1K +628 +16%
KHCM
2667
Kirtland Hills Capital Management
Ohio
$284K +$23.9K +384 +9%
SWM
2668
Salvus Wealth Management
New Jersey
$283K +$4.98K +80 +2%
VWMG
2669
Virginia Wealth Management Group
Virginia
$283K – – –
NCM
2670
NCM Capital Management
New Jersey
$283K +$25.4K +408 +10%
S
2671
Sachetta
Massachusetts
$283K -$1.43K -23 -0.5%
PWM
2672
PBMares Wealth Management
Virginia
$282K +$8.34K +134 +3%
BEAM
2673
Baker Ellis Asset Management
Washington
$282K – – –
BA
2674
Baugh & Associates
Georgia
$282K – – –
RS
2675
Rakuten Securities
Japan
$281K +$143K +2,292 +103%
105 106
107
108 109