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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 %
PWM
3226
Parkworth Wealth Management
California
$5.56K +$5.56K +89 New
WW
3227
Winnow Wealth
Texas
$5.45K +$5.45K +88 New
OCM
3228
Osterweis Capital Management
California
$5.23K -$5.23K -84 -50%
SFCL
3229
Strengthening Families & Communities LLC
Massachusetts
$5K -$2.12M -35,127 -100%
WCM
3230
WealthTrak Capital Management
Virginia
$4.98K +$4.98K +80 New
HFS
3231
Horizon Financial Services
North Carolina
$4.44K +$3.13K +50 +238%
ACM
3232
Anfield Capital Management
California
$4.17K -$7.78K -125 -65%
FWM
3233
FLP Wealth Management
Arkansas
$3.64K +$3.64K +58 New
NS
3234
NBC Securities
Alabama
$2.89K -$2.95M -46,921 -100%
WA
3235
WestEnd Advisors
North Carolina
$2.86K +$187 +3 +7%
GFL
3236
Granite FO LLC
New Hampshire
$2.74K – – –
TVWM
3237
Tower View Wealth Management
Wisconsin
$2.51K – – –
CW
3238
Curio Wealth
Maryland
$2.43K +$2.43K +39 New
NRWA
3239
North Ridge Wealth Advisors
Oregon
$1.87K +$1.87K +30 New
AIM
3240
Arcadia Investment Management
Michigan
$1.65K – – –
CIM
3241
Contravisory Investment Management
Massachusetts
$1.43K +$1.43K +23 New
KHC
3242
Koesten Hirschmann & Crabtree
Kansas
$1.06K – – –
CJ
3243
Caitlin John
Michigan
$1.04K -$6.16K -101 -86%
UIA
3244
Ulland Investment Advisors
Minnesota
$1K – – –
WCM
3245
Winthrop Capital Management
Indiana
$1K +$1K +13 New
Holocene Advisors
3246
Holocene Advisors
New York
– -$207M -2,881,714 Closed
FI
3247
Focused Investors
California
– -$72.3M -1,006,150 Closed
DnB Asset Management
3248
DnB Asset Management
Norway
– -$68.3M -950,597 Closed
IMCOOI
3249
Investment Management Corp of Ontario (IMCO)
Canada
– -$29M -403,787 Closed
AT
3250
AMF Tjänstepension
Sweden
– -$26.3M -364,851 Closed
128 129
130
131 132