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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 %
TA
2726
TruWealth Advisors
Louisiana
$263K +$4.23K +68 +2%
FI
2727
Financial Insights
Washington
$263K -$25.5K -409 -9%
GA
2728
GSG Advisors
New Jersey
$262K -$560 -9 -0.2%
PCMC
2729
Private Capital Management (Colorado)
Colorado
$262K -$48K -771 -15%
BSSFA
2730
Baron Silver Stevens Financial Advisors
Florida
$262K – – –
TPW
2731
Transatlantique Private Wealth
New York
$261K -$141K -2,264 -35%
HFS
2732
Hoge Financial Services
Pennsylvania
$261K +$3.99K +64 +2%
FCM
2733
Family Capital Management
Michigan
$260K +$8.34K +134 +3%
PIM
2734
Pullen Investment Management
Florida
$259K – – –
HFP
2735
Holistic Financial Partners
Indiana
$259K -$27.1K -436 -10%
NCTC
2736
New Covenant Trust Company
Indiana
$258K -$12.5K -202 -5%
ST
2737
Sageworth Trust
Pennsylvania
$258K – – –
BBA
2738
Braun-Bostich & Associates
Pennsylvania
$258K +$6.85K +110 +3%
LTI
2739
Laffer Tengler Investments
Tennessee
$258K -$219K -3,514 -46%
PTCG
2740
Pring Turner Capital Group
California
$258K -$19K -305 -7%
ITIM
2741
Indiana Trust & Investment Management
Indiana
$258K – – –
OPOWM
2742
One Plus One Wealth Management
Florida
$257K – – –
BBNA
2743
Bremer Bank National Association
Minnesota
$257K -$20.6K -331 -7%
KWM
2744
KFG Wealth Management
Indiana
$257K -$10.1K -162 -4%
BDL
2745
Banque de Luxembourg
Luxembourg
$257K +$257K +4,106 New
FPL
2746
Fortress Private Ledger
North Carolina
$257K +$257K +4,122 New
RC
2747
Rovin Capital
Arizona
$256K +$51K +819 +25%
PIA
2748
Pinion Investment Advisors
Kansas
$256K -$14.9K -240 -6%
GSWM
2749
Greenup Street Wealth Management
Michigan
$255K +$52.6K +845 +26%
GWCM
2750
Godshalk Welsh Capital Management
Pennsylvania
$255K – – –
108 109
110
111 112