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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 %
FDP
3001
Financiere des Professionnels
Quebec, Canada
$162K – – –
PWA
3002
Physician Wealth Advisors
Utah
$160K -$26.3K -423 -14%
FDW
3003
Fourth Dimension Wealth
Ohio
$160K +$160K +2,568 New
IWM
3004
IMG Wealth Management
Florida
$158K +$158K +2,544 New
TCA
3005
Trifecta Capital Advisors
Illinois
$154K +$4.36K +70 +3%
CFS
3006
Compass Financial Services
Iowa
$153K +$153K +2,464 New
SAS
3007
Stelac Advisory Services
New York
$153K – – –
BHWM
3008
Beaird Harris Wealth Management
Texas
$151K +$560 +9 +0.4%
MLA
3009
MB, Levis & Associates
Pennsylvania
$150K – – –
BA
3010
Bellwether Advisors
Nebraska
$150K +$150K +2,409 New
TFGT
3011
TS Financial Group (TSFG)
Illinois
$148K -$63.2K -1,017 -30%
CA
3012
Centerpoint Advisors
Massachusetts
$148K +$621 +10 +0.4%
MIM
3013
Marshall Investment Management
Colorado
$148K +$148K +2,059 New
PP
3014
Pacifica Partners
Canada
$146K -$62 -1 -0%
OC
3015
Oarsman Capital
Wisconsin
$146K -$18.6K -299 -11%
TCG
3016
Transcendent Capital Group
Oklahoma
$145K -$657K -10,558 -82%
RS
3017
R Squared
Hong Kong
$144K +$144K +2,310 New
PP
3018
Paloma Partners
Connecticut
$143K -$974K -15,640 -87%
HFS
3019
HBC Financial Services
Washington
$141K +$123 +2 +0.1%
HFS
3020
Hopwood Financial Services
Virginia
$141K +$141K +2,258 New
FCT
3021
First Community Trust
Iowa
$140K – – –
PP
3022
Pingora Partners
Wyoming
$135K -$8.72K -140 -6%
MIM
3023
Meridiem Investment Management
United Kingdom
$135K – – –
LIA
3024
Luken Investment Analytics
Tennessee
$134K +$21.8K +350 +19%
IFS
3025
Intelligent Financial Strategies
Minnesota
$133K +$311 +5 +0.2%
119 120
121
122 123