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 %
ICM
3076
Islay Capital Management
Texas
$80.9K -$35.2K -565 -30%
MEG
3077
Millstone Evans Group
Colorado
$80.6K +$80.6K +1,294 New
PA
3078
PSI Advisors
Florida
$79.2K -$5.1K -82 -6%
CAM
3079
Clarity Asset Management
Iowa
$79.2K +$1.12K +18 +1%
SCA
3080
Stuart Chaussee & Associates
California
$79.1K – – –
BAM
3081
Byrne Asset Management
New Jersey
$78.8K -$90.9K -1,265 Closed
CIAS
3082
CBIZ Investment Advisory Services
Ohio
$78.5K +$1.99K +32 +3%
FG
3083
Fairman Group
Pennsylvania
$78.3K – – –
GP
3084
Greenline Partners
New York
$77.6K +$77.6K +1,246 New
IWP
3085
IAG Wealth Partners
Wisconsin
$75.5K +$50.1K +805 +198%
PWA
3086
Provenance Wealth Advisors
Florida
$75.5K – – –
GWM
3087
Guardian Wealth Management
Illinois
$75.3K +$498 +8 +0.7%
RPA
3088
Redwood Park Advisors
California
$75.3K +$75.3K +1,209 New
FFL
3089
Financial Freedom LLC
Ohio
$75.2K +$996 +16 +1%
SC
3090
Sawyer & Company
Massachusetts
$75K +$28.5K +460 +61%
FFWM
3091
Future Financial Wealth Management
Ohio
$74.8K -$49.2K -791 -40%
SIM
3092
Studio Investment Management
Illinois
$74.2K -$1.18K -19 -2%
WI
3093
Wintrust Investments
Illinois
$74K -$15K -241 -17%
WFA
3094
West Financial Advisors
Iowa
$73.4K +$66.3K +1,065 +934%
RWM
3095
Rialto Wealth Management
New York
$73.2K +$73.2K +1,176 New
VWWMG
3096
Vermillion & White Wealth Management Group
Pennsylvania
$72.9K +$187 +3 +0.3%
TCM
3097
Tradewinds Capital Management
Washington
$71.7K +$934 +15 +1%
GWSA
3098
Global Wealth Strategies & Associates
Colorado
$71.1K – – –
Q1WB
3099
Quest 10 Wealth Builders
Virginia
$71K +$71K +1,140 New
HCM
3100
Hollencrest Capital Management
California
$69.9K -$4.92K -79 -7%
122 123
124
125 126