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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 %
HWM
301
HB Wealth Management
Georgia
$32.1M +$760K +12,214 +2%
SAM
302
Synergy Asset Management
Washington
$31.6M +$31.3M +505,540 +9,503%
GI
303
Gradient Investments
Minnesota
$31.5M +$3.03M +48,664 +11%
OIAM
304
OFI Invest Asset Management
France
$31.4M +$31.4M +521,837 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$31.3M +$4.23M +67,944 +16%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.2M +$4.43M +71,256 +17%
CIA
307
Capital Investment Advisors
Georgia
$31.1M +$250K +4,017 +0.8%
MGCM
308
Mane Global Capital Management
New York
$30.8M +$30.8M +495,000 New
MA
309
Montag & Associates
Georgia
$30.5M -$844K -13,563 -3%
GKIM
310
GW&K Investment Management
Massachusetts
$30.5M -$711K -11,415 -2%
CB
311
Commerce Bank
Missouri
$30.3M +$86.5K +1,389 +0.3%
CS
312
Candriam SCA
Luxembourg
$30.2M +$397K +6,380 +1%
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$30.1M +$617K +9,909 +2%
LIP
314
Lighthouse Investment Partners
Florida
$29.6M +$25.1M +402,595 +553%
NP
315
NS Partners
United Kingdom
$29.2M -$948K -15,234 -3%
PA
316
PFW Advisors
Georgia
$29M +$29M +465,839 New
PNC
317
Park National Corp
Ohio
$29M +$4.21M +67,604 +17%
MOACM
318
Mutual of America Capital Management
New York
$28.9M -$822K -13,205 -3%
NPA
319
Nichols & Pratt Advisers
Massachusetts
$28.7M -$579K -9,292 -2%
LOIM
320
Liberty One Investment Management
Illinois
$28.5M +$817K +13,122 +3%
GT
321
Glenview Trust
Kentucky
$28.5M +$106K +1,704 +0.4%
MTC
322
McDaniel Terry & Co
Texas
$28.4M +$2.09M +33,645 +8%
DMC
323
Drexel Morgan & Co
Pennsylvania
$28.4M – – –
AAM
324
Advisors Asset Management
Colorado
$28.2M +$815K +13,084 +3%
ST
325
Sabal Trust
Florida
$27.9M -$114K -1,834 -0.4%
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