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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 %
C
2976
Covestor
United Kingdom
$197K -$24.9K -399 -11%
LFASL
2977
Lugano Financial Advisors SA (LFA)
Switzerland
$193K +$18.7K +300 +11%
BAM
2978
Bellevue Asset Management
Washington
$193K +$1.12K +18 +0.6%
KBFS
2979
Kohmann Bosshard Financial Services
Ohio
$192K – – –
APW
2980
Acima Private Wealth
Virginia
$190K – – –
TIM
2981
Tortoise Investment Management
New York
$188K +$13.6K +218 +8%
CSPIA
2982
Cary Street Partners Investment Advisory
Virginia
$187K -$7.32M -117,509 -98%
FFO
2983
Fortitude Family Office
Arizona
$185K -$1.18K -19 -0.6%
YP
2984
YANKCOM Partnership
South Dakota
$185K +$185K +2,975 New
AT
2985
Avalon Trust
New Mexico
$182K -$114K -1,833 -39%
SIC
2986
SJS Investment Consulting
Ohio
$180K -$11.8K -190 -6%
SC
2987
Stephens Consulting
Michigan
$178K +$19.2K +308 +12%
IRAG
2988
Investment Research & Advisory Group
Georgia
$177K – – –
BIA
2989
Bell Investment Advisors
California
$176K +$16.2K +260 +10%
SWM
2990
Sanctuary Wealth Management
Idaho
$174K – – –
SPF
2991
South Plains Financial
Texas
$173K +$173K +2,783 New
BC
2992
Barrett & Company
Rhode Island
$173K +$62 +1 +0%
HGERS
2993
Householder Group Estate & Retirement Specialist
Arizona
$173K -$384K -6,178 -69%
WFA
2994
Wellspring Financial Advisors
Ohio
$171K +$7.57K +479 +5%
MSG
2995
Main Street Group
Virginia
$171K +$17.9K +288 +12%
PSB
2996
Piscataqua Savings Bank
New Hampshire
$169K – – –
YDMI
2997
Y.D. More Investments
Israel
$169K +$1.24K +20 +0.7%
PK
2998
Pflug Koory
Nebraska
$167K – – –
CFS
2999
CGC Financial Services
Oregon
$166K – – –
ACA
3000
Atlas Capital Advisors
Wyoming
$164K – – –
118 119
120
121 122