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 %
SIG
2876
Sargent Investment Group
Maryland
$226K +$15K +243 +7%
WTFG
2877
Wells Trecaso Financial Group
Ohio
$225K +$10.2K +164 +5%
WF
2878
Warner Financial
Maryland
$225K +$225K +3,613 New
IA
2879
IFG Advisors
Missouri
$224K -$385K -6,190 -63%
EGA
2880
E&G Advisors
Texas
$224K – – –
MCM
2881
M1 Capital Management
Michigan
$223K +$223K +3,587 New
NI
2882
NCP Inc
California
$222K – – –
TFA
2883
Tobias Financial Advisors
Florida
$222K +$222K +3,564 New
DI
2884
Disciplined Investments
Oklahoma
$222K +$996 +16 +0.5%
WA
2885
Wambolt & Associates
Colorado
$221K -$76.7K -1,231 -26%
MSR
2886
Main Street Research
Connecticut
$221K +$4.17K +67 +2%
CWC
2887
Carolinas Wealth Consulting
North Carolina
$221K +$187 +3 +0.1%
KWS
2888
Keystone Wealth Services
California
$220K -$25.8K -414 -10%
TBWA
2889
Three Bridge Wealth Advisors
California
$220K -$5.54K -89 -2%
BIM
2890
Breakwater Investment Management
Washington
$220K – – –
HWM
2891
Horizon Wealth Management
Illinois
$220K +$2.43K +39 +1%
GWM
2892
Greenwich Wealth Management
Connecticut
$220K -$13.7K -220 -6%
DG
2893
DMC Group
Alabama
$220K -$42.2K -677 -16%
CWA
2894
CM Wealth Advisors
Ohio
$220K – – –
NFA
2895
Northwest Financial Advisors
Virginia
$220K +$6.97K +112 +3%
OWCM
2896
One Wealth Capital Management
Arizona
$219K +$219K +3,517 New
WIM
2897
Warwick Investment Management
Texas
$219K -$4.55K -73 -2%
SFC
2898
Strategic Financial Concepts
Texas
$219K +$219K +3,511 New
NWWA
2899
New Wave Wealth Advisors
Arkansas
$218K -$3.74K -60 -2%
HKIMG
2900
Hutchens & Kramer Investment Management Group
Indiana
$218K -$49.3K -792 -18%
114 115
116
117 118