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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 %
VPWA
2801
Vestia Personal Wealth Advisors
Indiana
$243K -$14.5K -233 -6%
FWA
2802
FSM Wealth Advisors
Ohio
$243K -$13.1K -211 -5%
ZAM
2803
Zevin Asset Management
Massachusetts
$243K +$3.43K +55 +1%
WCP
2804
Wealthcare Capital Partners
Pennsylvania
$243K +$243K +3,902 New
FA
2805
Financial Advisors
Massachusetts
$243K +$125 +2 +0.1%
EL
2806
EWA LLC
Pennsylvania
$243K -$44.6K -716 -16%
GWAM
2807
Guardian Wealth Advisors (Minnesota)
Minnesota
$243K -$2.99K -48 -1%
MS
2808
Maven Securities
Jersey
$242K +$242K +3,886 New
ME
2809
McIlrath & Eck
Washington
$242K -$6.1K -98 -2%
IA
2810
Intellus Advisors
Florida
$242K +$242K +3,880 New
TWM
2811
TriaGen Wealth Management
California
$241K +$560 +9 +0.2%
CCS
2812
Concentric Capital Strategies
Connecticut
$241K +$241K +3,875 New
CFGSD
2813
Compass Financial Group (South Dakota)
South Dakota
$241K – – –
BWS
2814
Broadway Wealth Solutions
Texas
$241K +$241K +3,872 New
PRTG
2815
Post Resch Tallon Group
New York
$241K +$241K +3,896 New
TKP
2816
Tallon Kerry Patrick
$241K +$241K +3,896 New
CWM
2817
CCG Wealth Management
California
$241K +$15.8K +254 +7%
AWM
2818
Accel Wealth Management
Iowa
$240K -$6.16K -99 -3%
AIM
2819
Advyzon Investment Management
Illinois
$240K +$240K +3,849 New
TFA
2820
Trinity Financial Advisors
Ohio
$240K +$495 +8 +0.2%
LCM
2821
Liberty Capital Management
Michigan
$240K -$16K -257 -6%
PCM
2822
Princeton Capital Management
New Jersey
$240K +$6.23K +100 +3%
PHWM
2823
Pine Harbor Wealth Management
Maryland
$239K +$2.93K +47 +1%
MWP
2824
Meriwether Wealth & Planning
Louisiana
$239K +$239K +3,840 New
PFM
2825
Phillips Financial Management
Indiana
$239K +$5.17K +83 +2%
111 112
113
114 115