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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 %
NC
3201
NewSquare Capital
Pennsylvania
$10.8K +$10.8K +174 New
GIS
3202
Grayhawk Investment Strategies
Alberta, Canada
$9.59K – – –
EWP
3203
Elevation Wealth Partners
California
$9.43K – – –
HHGA
3204
Halbert Hargrove Global Advisors
California
$9.16K +$9.16K +147 New
CFP
3205
Comprehensive Financial Planning
Pennsylvania
$9.15K +$9.15K +147 New
CAWM
3206
Capital A Wealth Management
Pennsylvania
$9.06K +$9.06K +146 New
NOI
3207
Newton One Investments
Delaware
$8.27K +$8.27K +133 New
LIS
3208
Legacy Investment Solutions
Idaho
$7.66K -$12.4K -195 -62%
LWMI
3209
Legacy Wealth Management (Idaho)
Idaho
$7.66K -$12.4K -195 -62%
BCC
3210
Biglari Capital Corp
Texas
$7.47K – – –
AIP
3211
Alexis Investment Partners
Texas
$7.47K +$7.47K +120 New
PWA
3212
Principia Wealth Advisory
Texas
$6.97K +$6.97K +112 New
GK
3213
Graney & King
New York
$6.54K +$6.54K +105 New
RCA
3214
Runnymede Capital Advisors
Ohio
$6.48K +$6.48K +104 New
RJA
3215
Ross\Johnson & Associates
Minnesota
$6.41K +$6.41K +103 New
SAS
3216
Spurstone Advisory Services
Connecticut
$6.41K +$6.41K +103 New
PS
3217
PayPay Securities
Japan
$6.35K +$685 +11 +12%
BMC
3218
Bear Mountain Capital
Washington
$6.28K – – –
CMA
3219
Cedar Mountain Advisors
Oregon
$6.25K +$63 +1 +1%
MWA
3220
Miller Wealth Advisors
Colorado
$6.23K – – –
HEIP
3221
Hudson Edge Investment Partners
New Jersey
$6.23K – – –
SC
3222
Stance Capital
Massachusetts
$6.23K +$6.23K +100 New
MS
3223
Mizuho Securities
Japan
$6.2K -$76.3K -1,230 -92%
FIA
3224
FPC Investment Advisory
California
$6.1K +$6.1K +96 New
MWA
3225
Moser Wealth Advisors
Washington
$5.67K – – –
127 128
129
130 131