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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 %
KWA
2701
Kellett Wealth Advisors
Ohio
$271K -$72.2K -1,159 -21%
SCA
2702
Sulzberger Capital Advisors
Florida
$270K +$270K +4,338 New
AWM
2703
Aviso Wealth Management
Washington
$269K +$31.9K +513 +13%
4A
2704
4Wealth Advisors
Illinois
$269K +$269K +4,328 New
PSFG
2705
Park Square Financial Group
Georgia
$269K +$269K +4,326 New
CA
2706
CGN Advisors
Kansas
$269K -$24.7K -397 -8%
CWA
2707
Consilio Wealth Advisors
Washington
$269K +$14.2K +228 +6%
TWM
2708
Tanager Wealth Management
United Kingdom
$269K +$78.1K +1,255 +41%
WG
2709
Watchman Group
Texas
$268K +$125 +2 +0%
EBT
2710
Enterprise Bank & Trust
Massachusetts
$268K +$1.99K +32 +0.7%
AIM
2711
Athena Investment Management
California
$268K – – –
RWI
2712
Red Wave Investments
Pennsylvania
$267K -$92.1K -1,479 -26%
FA
2713
FDx Advisors
Illinois
$267K -$2.8K -45 -1%
CGFA
2714
Colton Groome Financial Advisors
North Carolina
$266K -$20.7K -333 -7%
MF
2715
Magnetar Financial
Illinois
$266K -$4.39M -70,505 -94%
RWM
2716
Revisor Wealth Management
Ohio
$266K -$207K -3,290 -44%
FSG
2717
Financial Strategies Group
Michigan
$266K – – –
BWM
2718
Buska Wealth Management
Wisconsin
$266K -$1.93K -31 -0.7%
MWP
2719
Meridian Wealth Partners
Pennsylvania
$266K +$39K +627 +17%
B
2720
Bensler
Washington
$265K +$1.74K +28 +0.7%
VNA
2721
Valley National Advisers
Pennsylvania
$265K +$19.3K +310 +8%
LB
2722
Legacy Bridge
Iowa
$265K – – –
RA
2723
Riversedge Advisors
Delaware
$264K -$19K -305 -7%
WI
2724
Westbourne Investments
Virginia
$263K +$263K +4,230 New
PPWM
2725
Paragon Private Wealth Management
Kentucky
$263K +$28.5K +458 +12%
107 108
109
110 111