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 %
AAG
3151
Accordant Advisory Group
Maryland
$35.8K – – –
RFG
3152
REAP Financial Group
Texas
$35.5K +$13K +208 +57%
RTL
3153
Red Tortoise LLC
Georgia
$35.4K – – –
KWAG
3154
Kiely Wealth Advisory Group
North Carolina
$34.8K – – –
PCWA
3155
Pacific Capital Wealth Advisors
California
$34K – – –
HWM
3156
Horizons Wealth Management
North Carolina
$32.7K – – –
FFA
3157
Frazier Financial Advisors
Ohio
$32.5K -$1.12K -18 -3%
CWM
3158
Consultiva Wealth Management
Puerto Rico
$32K +$32K +514 New
MCM
3159
Mainstream Capital Management
California
$31.3K +$31.3K +503 New
WAM
3160
WFA Asset Management
Wisconsin
$31.3K +$249 +4 +0.8%
LC
3161
Lavaca Capital
Texas
$30.6K +$30.6K +492 New
NMG
3162
New Millennium Group
Utah
$28.1K +$2.24K +36 +9%
CWM
3163
Crowley Wealth Management
Delaware
$27K +$27K +434 New
DF
3164
Dunhill Financial
United Kingdom
$27K -$36.7K -589 -58%
TWD
3165
True Wealth Design
Ohio
$25K +$2.86K +46 +13%
TLCM
3166
Twin Lakes Capital Management
California
$24.9K – – –
LC
3167
Luminist Capital
Michigan
$24.9K +$24.9K +400 New
BFS
3168
Bare Financial Services
Pennsylvania
$24K – – –
CFG
3169
CKW Financial Group
Hawaii
$23K +$615 +10 +3%
GA
3170
GoalVest Advisory
New York
$22.9K +$187 +3 +0.8%
HCM
3171
Horrell Capital Management
Arkansas
$22K – – –
CWA
3172
Carolina Wealth Advisors
South Carolina
$21.8K -$5.98K -96 -22%
DF
3173
DecisionPoint Financial
Arizona
$21.8K – – –
AS
3174
Altshuler Shaham
Israel
$21.6K +$3.24K +52 +18%
VWA
3175
Valued Wealth Advisors
Utah
$21.2K -$1.49K -24 -7%
125 126
127
128 129