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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 %
CG
2926
Cynosure Group
Utah
$212K -$103K -1,650 -33%
BCMLT
2927
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K -$22.9K -367 -10%
EIA
2928
Eldridge Investment Advisors
New Hampshire
$212K – – –
FWA
2929
Flagship Wealth Advisors
Massachusetts
$212K +$212K +3,400 New
CM
2930
Castleark Management
Illinois
$211K – – –
TF
2931
TLWM Financial
Texas
$211K – – –
BW
2932
BXM Wealth
Colorado
$211K +$211K +3,388 New
PFG
2933
Prosperity Financial Group
California
$211K +$29.5K +474 +16%
SPIA
2934
Strategic Point Investment Advisors
Rhode Island
$210K – – –
OP
2935
ORG Partners
Indiana
$210K -$4.18K -67 -2%
DFG
2936
Dupree Financial Group
Kentucky
$210K +$11.6K +186 +6%
CH
2937
Canton Hathaway
Rhode Island
$210K – – –
AFW
2938
Avantra Family Wealth
Pennsylvania
$209K +$209K +3,361 New
RDIA
2939
RE Dickinson Investment Advisors
Iowa
$209K +$11.2K +18 +6%
WCM
2940
WealthBridge Capital Management
Ohio
$208K +$2.3K +37 +1%
OFG
2941
OmniStar Financial Group
North Carolina
$208K -$129K -2,069 -38%
PJSIMP
2942
P.J. Schmidt Investment Management (PJS)
Wisconsin
$207K -$118K -1,895 -36%
JEST
2943
JTC Employer Solutions Trustee
Jersey
$207K – – –
OSNBOA
2944
Old Second National Bank of Aurora
Illinois
$207K -$18.9K -303 -8%
PWC
2945
PYA Waltman Capital
Tennessee
$207K – – –
MCAI
2946
Members Capital Advisors Inc
Wisconsin
$207K – – –
SPWG
2947
Syntegra Private Wealth Group
Missouri
$206K -$4.54K -73 -2%
B
2948
Birchbrook
Maine
$206K -$3.86K -62 -2%
AWG
2949
Altus Wealth Group
Colorado
$206K +$25.6K +411 +14%
LWA
2950
Lantern Wealth Advisors
New York
$205K +$205K +3,300 New
116 117
118
119 120