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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 %
BAM
2901
BOS Asset Management
Illinois
$217K +$20.1K +323 +10%
CAM
2902
Concorde Asset Management
Michigan
$217K +$747 +12 +0.3%
PWM
2903
Power Wealth Management
Georgia
$217K -$5.54K -89 -2%
HWM
2904
Hobbs Wealth Management
Indiana
$217K +$217K +3,481 New
NPFS
2905
Novak & Powell Financial Services
Florida
$216K +$1.37K +22 +0.6%
VFPW
2906
Vantage Financial Partners (Wisconsin)
Wisconsin
$216K -$125 -2 -0.1%
OFO
2907
OneAscent Family Office
Alabama
$216K +$216K +3,465 New
RWA
2908
Rooted Wealth Advisors
Illinois
$216K +$216K +3,544 New
MIA
2909
MeadowBrook Investment Advisors
Michigan
$216K – – –
RFS
2910
Richardson Financial Services
Massachusetts
$216K +$4.59K +74 +2%
CE
2911
Cornerstone Enterprises
Wisconsin
$216K -$2.48M -39,911 -92%
AFP
2912
Alpha Financial Partners
Kentucky
$215K +$215K +3,457 New
CCC
2913
Chelsea Counsel Company
California
$215K – – –
SNB
2914
Security National Bank
Nebraska
$215K – – –
NWA
2915
Navis Wealth Advisors
New York
$215K -$7.41K -119 -3%
IAG
2916
Investment Advisory Group
Massachusetts
$214K +$4.05K +65 +2%
BWM
2917
Buckley Wealth Management
Nevada
$214K – – –
LRWA
2918
Long Run Wealth Advisors
New York
$214K -$10.6K -170 -5%
GSWM
2919
Golden State Wealth Management
California
$214K +$214K +3,434 New
SAM
2920
Sherman Asset Management
California
$214K +$214K +3,431 New
TCWM
2921
Total Clarity Wealth Management
Illinois
$213K -$125 -2 -0.1%
MCM
2922
Mendel Capital Management
Arkansas
$213K +$996 +16 +0.5%
HWM
2923
Hemington Wealth Management
Virginia
$213K +$9.3K +150 +5%
WI
2924
Wedgewood Investors
Pennsylvania
$212K – – –
MWM
2925
Mascagni Wealth Management
Mississippi
$212K +$212K +2,962 New
115 116
117
118 119