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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 %
FLP
3051
Financial Life Planners
Arizona
$103K +$103K +1,651 New
AW
3052
Avion Wealth
Texas
$101K +$10.7K +173 +12%
CJL
3053
Cyrus J. Lawrence
New York
$101K +$15.2K +245 +18%
LD
3054
Lipe & Dalton
New York
$100K -$12.5K -200 -11%
RFA
3055
Reyes Financial Architecture
California
$99.6K +$99.6K +1,600 New
OCM
3056
Orion Capital Management
California
$99.1K +$99.1K +1,592 New
VAG
3057
VisionPoint Advisory Group
Texas
$96.8K – – –
WA
3058
Whipplewood Advisors
Colorado
$96.7K +$96.7K +1,553 New
RCM
3059
Richardson Capital Management
Wisconsin
$96.5K +$56K +900 +138%
MAS
3060
MPWM Advisory Solutions
Georgia
$96.3K +$96.3K +1,547 New
OA
3061
Operose Advisors
Wisconsin
$94.8K -$84.1K -1,350 -47%
CT
3062
Coastline Trust
Rhode Island
$94.7K -$126K -2,020 -57%
DMIC
3063
Dixon Mitchell Investment Counsel
British Columbia, Canada
$94.7K – – –
SGC
3064
Slocum, Gordon & Co
Rhode Island
$93.4K – – –
LFA
3065
LGT Financial Advisors
Texas
$93.4K +$93.4K +1,500 New
OIA
3066
Optimum Investment Advisors
Illinois
$93.3K – – –
AWM
3067
AllSquare Wealth Management
New York
$93.1K – – –
AT
3068
Arlington Trust
Alabama
$92.3K – – –
BOJHT
3069
Bank of Jackson Hole Trust
Wyoming
$91K +$91K +1,462 New
CF
3070
Conquis Financial
California
$90K +$90K +1,445 New
IMC
3071
Investment Management Corporation
Virginia
$89.6K +$89.6K +1,439 New
HC
3072
Hara Capital
Washington
$86K +$56.1K +901 +187%
WCMN
3073
Westchester Capital Management (Nebraska)
Nebraska
$83.8K -$16.7K -269 -17%
CM
3074
Capula Management
Cayman Islands
$83.1K +$83.1K +1,335 New
AWM
3075
Abound Wealth Management
Tennessee
$81.2K +$19.1K +307 +31%
121 122
123
124 125