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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 %
SW
2951
SMART Wealth
Nebraska
$205K +$1.37K +22 +0.7%
NFG
2952
Northeast Financial Group
Pennsylvania
$205K – – –
IAG
2953
Ipsen Advisor Group
Arkansas
$205K +$205K +3,288 New
NCG
2954
Newport Capital Group
New Jersey
$204K -$3.67K -59 -2%
GFG
2955
Grantvest Financial Group
New Jersey
$204K +$204K +3,279 New
HB
2956
Horizon Bancorp
Indiana
$204K -$25.7K -413 -11%
WFPG
2957
Waller Financial Planning Group
Ohio
$203K – – –
HCA
2958
Heck Capital Advisors
Wisconsin
$203K -$498 -8 -0.2%
AA
2959
Apriem Advisors
California
$202K +$21.7K +348 +12%
VST
2960
Van Strum & Towne
California
$202K – – –
FCA
2961
FLC Capital Advisors
California
$202K -$24.9K -400 -11%
CMS
2962
Capital Market Strategies
Florida
$202K +$202K +3,240 New
FFA
2963
Fortune Financial Advisors
Kansas
$202K – – –
EAM
2964
Evanson Asset Management
California
$201K -$11.3K -182 -5%
EI
2965
Ellevest Inc
New York
$201K +$187 +3 +0.1%
VWM
2966
Vigilare Wealth Management
Arizona
$201K +$249 +4 +0.1%
HOWA
2967
Heritage Oak Wealth Advisors
Florida
$201K -$20.1K -323 -9%
CIM
2968
Corbyn Investment Management
Maryland
$201K -$1.93K -31 -1%
CGIM
2969
Capital Group Investment Management
Singapore
$201K +$201K +3,232 New
IPA
2970
Investment Planning Advisors
Georgia
$201K +$436 +7 +0.2%
CFSG
2971
Community Financial Services Group
Vermont
$200K -$59.4K -954 -23%
CST
2972
Charles Schwab Trust
Nevada
$200K +$200K +3,216 New
SMF
2973
Sterling Manor Financial
New York
$200K – – –
HIIFS
2974
Harel Insurance Investments & Financial Services
Israel
$200K -$178K -2,857 -47%
CB
2975
Centennial Bank
Arkansas
$197K – – –
117 118
119
120 121