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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 %
BL
2826
BFSG LLC
California
$239K -$39K -627 -14%
MLFP
2827
MPS Loria Financial Planners
Illinois
$239K +$3.18K +51 +1%
NCM
2828
Northside Capital Management
Oregon
$239K – – –
AIP
2829
Arrowpoint Investment Partners
Singapore
$239K +$239K +3,834 New
LT
2830
Legacy Trust
Michigan
$239K -$35.6K -571 -13%
SWM
2831
Shakespeare Wealth Management
Wisconsin
$238K +$1.43K +23 +0.6%
TAM
2832
Tucker Asset Management
Colorado
$237K -$64.6K -1,037 -21%
G
2833
GenTrust
Florida
$237K +$12.3K +197 +5%
LPFG
2834
Landing Point Financial Group
Ohio
$237K +$237K +3,443 New
IA
2835
Insight Advisors
Pennsylvania
$236K +$2.85K +46 +1%
FSC
2836
Full Sail Capital
Oklahoma
$235K – – –
RFN
2837
Redwood Financial Network
Ohio
$235K -$26.3K -423 -10%
CAL
2838
Capital Advisors Ltd
Ohio
$235K +$4.92K +79 +2%
BMC
2839
Benin Management Corp
Connecticut
$235K – – –
SFG
2840
Socha Financial Group
New York
$235K +$187 +3 +0.1%
SWP
2841
Significant Wealth Partners
Illinois
$235K +$235K +3,769 New
MWM
2842
Maripau Wealth Management
Indiana
$234K +$234K +3,757 New
WH
2843
Willner & Heller
California
$234K +$2.99K +48 +1%
AFG
2844
ABLE Financial Group
Arizona
$233K -$9.59K -154 -4%
CWM
2845
Cabot Wealth Management
Massachusetts
$233K – – –
KW
2846
Keyvantage Wealth
Pennsylvania
$233K +$233K +3,742 New
IF
2847
IRON Financial
Illinois
$233K +$1.68K +27 +0.7%
CIG
2848
Cascade Investment Group
Colorado
$233K – – –
I2I
2849
Insight 2811 Inc
Illinois
$232K +$809 +13 +0.3%
CAM
2850
Cobblestone Asset Management
Virginia
$232K – – –
112 113
114
115 116