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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 %
RWM
3176
Ruedi Wealth Management
Illinois
$20.9K – – –
EAM
3177
Eukles Asset Management
Ohio
$19.4K – – –
MCA
3178
Midwest Capital Advisors
Michigan
$19.3K +$19.3K +310 New
CCA
3179
Criterion Capital Advisors
Tennessee
$19.1K – – –
BFP
3180
Briaud Financial Planning
Texas
$19K – – –
JAM
3181
JCIC Asset Management
Ontario, Canada
$18.9K – – –
W
3182
WealthCollab
Washington
$18.7K -$10K -161 -35%
BWM
3183
Bernard Wealth Management
Michigan
$18.4K +$18.4K +295 New
MHIP
3184
Mountain Hill Investment Partners
New Jersey
$17.7K +$17.7K +284 New
BHWM
3185
Bay Harbor Wealth Management
Maryland
$17.2K +$17.2K +277 New
HC
3186
Hurley Capital
New York
$16.9K +$16.9K +249 New
IA
3187
IFS Advisors
Kansas
$15.4K +$6.23K +100 +68%
1L
3188
10Elms LLP
Oklahoma
$14.9K +$14.9K +240 New
JFG
3189
JDM Financial Group
Texas
$13.6K -$3.11K -50 -19%
SRCM
3190
Signature Resources Capital Management
California
$12.6K – – –
SC
3191
Swan Capital
Florida
$12.5K – – –
SR
3192
Syntax Research
Florida
$12.5K – – –
NWM
3193
Nova Wealth Management
Florida
$12.5K +$12.5K +200 New
GPFA
3194
Game Plan Financial Advisors
Ohio
$12.4K -$10.8K -175 -47%
HFM
3195
Harvest Fund Management
China
$12K -$619K -10,218 -98%
BCWM
3196
Ball & Co Wealth Management
Tennessee
$12K +$12K +207 New
RI
3197
Ridgewood Investments
New Jersey
$12K – – –
GIM
3198
Gold Investment Management
Alberta, Canada
$11.3K – – –
SC
3199
Steph & Co
Wisconsin
$11.3K -$4.86K -78 -30%
OAJ
3200
Ogorek Anthony Joseph
New York
$11K +$3.72K +65 +51%
126 127
128
129 130