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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 %
MA
2776
McBroom & Associates
Nevada
$249K – – –
MJP
2777
Michael J. Puzo
$249K – – –
SA
2778
SL Advisors
New Jersey
$249K -$13.4K -216 -5%
6F
2779
626 Financial
Michigan
$249K +$4.48K +72 +2%
AA
2780
Aufman Associates
Pennsylvania
$249K -$18.6K -299 -7%
PFP
2781
Paragon Financial Partners
California
$248K -$13.5K -217 -5%
FFA
2782
Fi3 Financial Advisors
Indiana
$248K -$62.9K -1,011 -20%
VWM
2783
VanWeelden Wealth Management
Ohio
$248K +$248K +3,983 New
MPW
2784
Monterey Private Wealth
California
$248K +$39.2K +629 +19%
GAM
2785
Gemmer Asset Management
California
$247K +$3.42K +55 +1%
TFIPS
2786
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K +$34.2K +550 +16%
CFGA
2787
Cambridge Financial Group (Arizona)
Arizona
$247K +$247K +3,968 New
BMCM
2788
Burns Matteson Capital Management
New York
$247K -$4.67K -75 -2%
CSA
2789
Cottage Street Advisors
Massachusetts
$246K -$8.84K -142 -3%
SC
2790
Solstein Capital
California
$246K – – –
SMA
2791
Seven Mile Advisory
New Jersey
$245K -$81.6K -1,311 -25%
MA
2792
MKT Advisors
California
$245K -$14.4K -230 -6%
CFP
2793
Curran Financial Partners
South Carolina
$245K +$560 +9 +0.2%
SEP
2794
Southland Equity Partners
Missouri
$245K +$3.74K +60 +2%
NWAG
2795
Net Worth Advisory Group
Utah
$244K -$36K -578 -13%
VPP
2796
Vertex Planning Partners
Illinois
$244K +$33.7K +541 +16%
MWM
2797
MinichMacGregor Wealth Management
New York
$244K +$244K +3,920 New
VFP
2798
Verus Financial Partners
Virginia
$244K – – –
LKBC
2799
L.K. Benson & Company
Maryland
$244K +$244K +3,914 New
DWP
2800
Destiny Wealth Partners
Florida
$243K -$4.61K -74 -2%
110 111
112
113 114