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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 %
ACA
3101
American Capital Advisory
Idaho
$68.3K +$62 +1 +0.1%
FA
3102
Fedenia Advisers
Wisconsin
$67.6K +$67.6K +1,085 New
WPWM
3103
Western Pacific Wealth Management
Illinois
$67.3K +$5.29K +85 +9%
HIW
3104
Holos Integrated Wealth
Pennsylvania
$64.9K +$64.9K +1,042 New
FFA
3105
Fairfield Financial Advisors
Massachusetts
$63.5K – – –
RBC
3106
Roble Belko & Company
Pennsylvania
$63K +$62.4K +1,000 +10,000%
RL
3107
Rogco LP
Oklahoma
$62.3K – – –
MCA
3108
Maryland Capital Advisors
Maryland
$62.3K – – –
FW
3109
Fairway Wealth
Ohio
$62.3K +$62.3K +1,000 New
TLA
3110
Tanglewood Legacy Advisors
Texas
$61.9K – – –
BBPWM
3111
Blue Bell Private Wealth Management
Pennsylvania
$61.4K +$4.92K +79 +9%
KSB
3112
Kennebec Savings Bank
Maine
$61.2K -$24.5K -398 -29%
VIS
3113
Vega Investment Solutions
France
$60.4K +$60.4K +970 New
MSWM
3114
Mowery & Schoenfeld Wealth Management
Illinois
$59.5K +$23.8K +382 +67%
SO
3115
Sierra Ocean
California
$59.4K +$59.4K +954 New
CIR
3116
Clear Investment Research
Georgia
$59.1K +$3.93K +63 +7%
HWM
3117
HighMark Wealth Management
Minnesota
$59K +$685 +11 +1%
1IA
3118
1620 Investment Advisors
Massachusetts
$57.6K +$2.49K +40 +5%
HNW
3119
High Note Wealth
Minnesota
$57.5K +$57.5K +924 New
FA
3120
Financial Avengers
California
$56.4K -$249 -4 -0.4%
AA
3121
AlphaMark Advisors
Kentucky
$56K – – –
CWM
3122
Cranbrook Wealth Management
Michigan
$55.6K +$5.79K +93 +12%
CAM
3123
Costello Asset Management
Pennsylvania
$52.4K – – –
FWA
3124
FSC Wealth Advisors
New York
$51.2K -$62.8K -1,009 -55%
NL
3125
NVWM LLC
Pennsylvania
$50.1K -$934 -15 -2%
123 124
125
126 127