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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 %
UAML
2851
US Asset Management LLC
Pennsylvania
$232K -$2.68K -43 -1%
AMCA
2852
Arthur M. Cohen & Associates
Illinois
$232K – – –
CIA
2853
Cascade Investment Advisors
Oregon
$232K – – –
CFG
2854
Carr Financial Group
Massachusetts
$231K +$498 +8 +0.2%
DW
2855
Dodds Wealth
Colorado
$231K +$62 +1 +0%
NRW
2856
Nova R Wealth
Kansas
$230K +$1.56K +25 +0.7%
FFC
2857
Frederick Financial Consultants
Maryland
$230K +$230K +3,699 New
XPN
2858
XY Planning Network
Montana
$230K +$230K +3,698 New
SFC
2859
Swisher Financial Concepts
Ohio
$230K -$12.8K -206 -5%
WPC
2860
White Pine Capital
Minnesota
$229K +$311 +5 +0.1%
MWM
2861
Mascoma Wealth Management
New Hampshire
$229K -$35K -562 -13%
HCA
2862
Horan Capital Advisors
Ohio
$228K -$90.3K -1,450 -28%
WA
2863
WPG Advisers
Maryland
$228K +$228K +3,666 New
CA
2864
Cumberland Advisors
Florida
$228K – – –
FM
2865
Family Management
New York
$228K +$228K +3,661 New
IA
2866
IAM Advisory
Pennsylvania
$228K -$436 -7 -0.2%
CA
2867
Claris Advisors
Missouri
$228K +$5.48K +88 +2%
MFG
2868
Menard Financial Group
Texas
$227K -$4.05K -65 -2%
FC
2869
FCA Corp
Texas
$227K -$9.84K -158 -4%
PWP
2870
Phillips Wealth Planners
Mississippi
$227K +$19.2K +315 +9%
CGH
2871
CMG Global Holdings
Texas
$227K -$927 -15 -0.4%
CIP
2872
Capital Insight Partners
Arizona
$227K -$11.2K -180 -5%
PWP
2873
Perfromance Wealth Partners
Illinois
$227K +$227K +3,639 New
SWM
2874
Scissortail Wealth Management
Oklahoma
$226K +$225K +3,614 +20,078%
PP
2875
PFS Partners
New Jersey
$226K +$62 +1 +0%
113 114
115
116 117