KO icon

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 %
CI
2751
Cherokee Insurance
Michigan
$255K +$255K +4,100 New
HG
2752
Harbor Group
New Hampshire
$255K – – –
MQWP
2753
Morey & Quinn Wealth Partners
Nebraska
$255K +$255K +4,090 New
CVM
2754
Cheviot Value Management
California
$254K – – –
SWP
2755
Strategic Wealth Partners
Ohio
$254K -$22.4K -322 -8%
KSWWM
2756
Keyes Stange & Wooten Wealth Management
Florida
$254K +$3.55K +57 +1%
ATS
2757
Ashton Thomas Securities
New York
$253K -$581K -9,142 -70%
CWM
2758
CarsonAllaria Wealth Management
Illinois
$253K -$16K -257 -6%
TC
2759
TFR Capital
Texas
$253K +$253K +4,063 New
SAM
2760
Strategy Asset Managers
California
$253K -$28.3K -454 -10%
R
2761
Rebalance
California
$253K – – –
HCP
2762
Hamilton Capital Partners
Georgia
$252K +$252K +4,053 New
SBF
2763
Sara-Bay Financial
Florida
$252K – – –
SCI
2764
Silver Coast Investments
United States
$252K +$12.9K +208 +5%
BCM
2765
BTC Capital Management
Iowa
$252K -$1.68K -27 -0.7%
AWP
2766
Abacus Wealth Partners
California
$252K +$252K +4,040 New
BIP
2767
Blueprint Investment Partners
North Carolina
$252K -$695K -11,156 -73%
FIBT
2768
First International Bank & Trust
North Dakota
$251K -$8.09K -130 -3%
WA
2769
Wealthstream Advisors
New York
$251K +$6.72K +108 +3%
SCM
2770
SOL Capital Management
Maryland
$251K – – –
PWM
2771
Palumbo Wealth Management
New York
$251K -$2.37M -38,112 -90%
TF
2772
Threadgill Financial
Texas
$250K -$27.6K -443 -10%
RWM
2773
Reston Wealth Management
Virginia
$250K -$4.36K -70 -2%
CC
2774
Climber Capital
Switzerland
$250K +$250K +4,015 New
PWM
2775
Partnership Wealth Management
Maryland
$249K -$12.5K -200 -5%
109 110
111
112 113