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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 %
PP
3126
PrairieView Partners
Minnesota
$50K +$62 +1 +0.1%
MFC
3127
Mechanics Financial Corp
Ohio
$49.8K – – –
HIM
3128
Hillsdale Investment Management
Ontario, Canada
$49.4K +$14.9K +240 +43%
RAM
3129
Riggs Asset Management
Pennsylvania
$47.1K -$248 -4 -0.5%
PFG
3130
Putney Financial Group
California
$47K +$47K +755 New
T
3131
Tidemark
California
$44.7K -$12.3K -198 -22%
DWM
3132
Dogwood Wealth Management
Kansas
$44.2K +$560 +9 +1%
PWMG
3133
Private Wealth Management Group
New Jersey
$43.8K +$14.1K +227 +48%
MCI
3134
MRP Capital Investments
Georgia
$43.6K – – –
DFA
3135
DHJJ Financial Advisors
Illinois
$43.6K – – –
SMAM
3136
Sugar Maple Asset Management
Wisconsin
$43.3K +$43.3K +696 New
VWM
3137
Vermillion Wealth Management
Minnesota
$43.1K +$43.1K +692 New
OWP
3138
ORG Wealth Partners
Texas
$42.7K -$7.17K -115 -14%
AWM
3139
Activest Wealth Management
Florida
$41.4K -$3.8K -61 -8%
MAM
3140
Meeder Asset Management
Ohio
$41.3K -$249 -4 -0.6%
FCG
3141
Financial Connections Group
California
$40K – – –
MG
3142
MilWealth Group
Wisconsin
$39.8K +$39.8K +640 New
CAM
3143
Creekmur Asset Management
Illinois
$39.2K +$871 +14 +2%
HI
3144
Hoey Investments
Pennsylvania
$38.2K +$11.3K +181 +42%
MMCM
3145
Murphy & Mullick Capital Management
New York
$38K +$38K +611 New
MCM
3146
MidAtlantic Capital Management
Virginia
$37.6K – – –
YAL
3147
Your Advocates Ltd
Texas
$37.5K +$249 +4 +0.7%
RWS
3148
Retirement Wealth Solutions
Wisconsin
$37.4K +$37.4K +613 New
DP
3149
Denver PWM
Colorado
$35.9K -$13K -209 -27%
DPW
3150
DiNuzzo Private Wealth
Pennsylvania
$35.9K +$995 +16 +3%
124 125
126
127 128