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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 %
MGI
3301
MayTech Global Investments
New York
– -$416K -5,790 Closed
CA
3302
Calton & Associates
Florida
– -$407K -5,660 Closed
CF
3303
Clarity Financial
Texas
– -$404K -5,615 Closed
WI
3304
WBI Investments
New Jersey
– -$393K -5,468 Closed
SWM
3305
Selective Wealth Management
Virginia
– -$374K -5,401 Closed
OCM
3306
Orleans Capital Management
Louisiana
– -$374K -5,199 Closed
SW
3307
Solidarity Wealth
Utah
– -$349K -4,829 Closed
MPM
3308
MBB Public Markets
Illinois
– -$336K -4,680 Closed
CWA
3309
Centennial Wealth Advisory
Michigan
– -$296K -4,123 Closed
1IA
3310
1834 Investment Advisors
Wisconsin
– -$274K -3,819 Closed
SWM
3311
Sagace Wealth Management
Florida
– -$269K -3,818 Closed
BSTWA
3312
Blake Schutter Theil Wealth Advisors
Ohio
– -$270K -3,762 Closed
FEM
3313
Fulcrum Equity Management
Texas
– -$269K -3,745 Closed
GF
3314
Gimbal Financial
Indiana
– -$243K -3,604 Closed
5SA
3315
5th Street Advisors
Connecticut
– -$259K -3,600 Closed
AF
3316
Affiance Financial
Minnesota
– -$255K -3,548 Closed
AWM
3317
Act Wealth Management
Texas
– -$254K -3,540 Closed
BFWM
3318
Bright Futures Wealth Management
New York
– -$231K -3,504 Closed
AFWM
3319
AMJ Financial Wealth Management
Virginia
– -$249K -3,460 Closed
CBB
3320
Citizens Business Bank
California
– -$244K -3,400 Closed
PIA
3321
Powell Investment Advisors
Florida
– -$242K -3,345 Closed
CFIA
3322
Cantor Fitzgerald Investment Advisors
New York
– -$240K -3,334 Closed
FA
3323
FSA Advisors
Michigan
– -$229K -3,309 Closed
CIC
3324
Cutler Investment Counsel
Oregon
– -$239K -3,301 Closed
Massachusetts Financial Services
3325
Massachusetts Financial Services
Massachusetts
– -$237K -3,296 Closed
131 132
133
134 135