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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 %
EWA
2676
ERTS Wealth Advisors
Michigan
$281K -$68.6K -1,102 -20%
SC
2677
Sepio Capital
Utah
$280K -$8.34K -134 -3%
SI
2678
Stonekeep Investments
New Mexico
$280K – – –
DWA
2679
Delos Wealth Advisors
Texas
$280K – – –
BI
2680
Beckerman Institutional
New Jersey
$280K +$280K +4,505 New
EFG
2681
Ethos Financial Group
Pennsylvania
$280K +$26.6K +424 +11%
PBO
2682
Peoples Bank (Ohio)
Ohio
$280K -$208K -3,336 -43%
WAS
2683
Wealth Advisory Solutions
Indiana
$279K +$279K +4,489 New
BWM
2684
BCGM Wealth Management
Indiana
$279K +$8.9K +143 +3%
RIP
2685
Reliant Investment Partners
North Carolina
$278K +$278K +4,470 New
BOS
2686
Bank of Stockton
California
$278K +$5.73K +92 +2%
BWM
2687
BlackDiamond Wealth Management
New York
$277K +$31.4K +505 +13%
FFG
2688
Fortem Financial Group
California
$276K -$1.18K -19 -0.4%
MIFH
2689
Migdal Insurance & Financial Holdings
Israel
$276K -$43.2K -695 -14%
WWP
2690
WR Wealth Planners
Missouri
$275K -$2.49K -40 -0.9%
HVIA
2691
Hudson Valley Investment Advisors
New York
$275K -$24.9K -400 -8%
GWAG
2692
Garrett Wealth Advisory Group
Texas
$275K +$50.3K +808 +22%
AGC
2693
Aspen Grove Capital
Colorado
$274K +$4.61K +74 +2%
PW
2694
PUREfi Wealth
Massachusetts
$274K +$274K +4,403 New
IIA
2695
Integral Investment Advisors
California
$274K -$13.3K -213 -5%
JWS
2696
Juncture Wealth Strategies
Arizona
$274K -$3.86K -62 -1%
SWP
2697
Summit Wealth Partners
Florida
$273K +$65.9K +1,058 +32%
POIA
2698
Pin Oak Investment Advisors
Texas
$273K – – –
WTB
2699
Washington Trust Bank
Washington
$272K +$272K +4,372 New
BWFA
2700
Baltimore-Washington Financial Advisors
Maryland
$272K -$8.97K -144 -3%
106 107
108
109 110