KO icon

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 %
PPWM
3026
PFG Private Wealth Management
Florida
$127K +$1.49K +24 +1%
FAI
3027
Fiduciary Advisors Inc
Missouri
$126K +$126K +2,029 New
BC
3028
Belmont Capital
California
$125K -$1.99K -32 -2%
LWA
3029
Lowe Wealth Advisors
Maryland
$125K – – –
DMKJ
3030
David M. Knott Jr
$125K – – –
MA
3031
Modus Advisors
Minnesota
$123K +$123K +1,978 New
WWA
3032
Wingate Wealth Advisors
Massachusetts
$119K +$119K +1,905 New
CPG
3033
Cornerstone Planning Group
New Jersey
$118K +$1.66K +26 +1%
PA
3034
Pineridge Advisors
Missouri
$117K -$13.5K -217 -10%
CTWM
3035
Cherry Tree Wealth Management
Minnesota
$116K – – –
OLVIG
3036
Oliver Lagore Vanvalin Investment Group
Michigan
$115K – – –
SI
3037
Sava Infond
Slovenia
$115K +$115K +1,850 New
DRP
3038
Decker Retirement Planning
Utah
$114K +$114K +1,830 New
HIMS
3039
Hager Investment Management Services
New Hampshire
$113K +$113K +1,822 New
FP
3040
Financial Perspectives
Minnesota
$113K +$23.1K +371 +26%
MDA
3041
Minot DeBlois Advisors
Massachusetts
$112K +$112K +1,800 New
CA
3042
Crewe Advisors
Utah
$111K -$49.2K -791 -31%
FPF
3043
First Pacific Financial
Washington
$108K – – –
RTC
3044
Riverview Trust Company
Washington
$107K -$1.06K -17 -1%
ATC
3045
Advantage Trust Company
Kansas
$107K – – –
AWM
3046
Ameliora Wealth Management
Switzerland
$107K +$107K +1,720 New
PIS
3047
POM Investment Strategies
North Carolina
$106K -$7.6K -122 -7%
SIM
3048
Synergy Investment Management
Florida
$106K +$106K +1,708 New
OBWP
3049
O'Brien Wealth Partners
Massachusetts
$106K -$3.8K -61 -3%
TCM
3050
TruNorth Capital Management
Michigan
$103K – – –
120 121
122
123 124