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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 %
AIM
3326
AMI Investment Management
Indiana
– -$234K -3,250 Closed
NCM
3327
Noesis Capital Mangement
Florida
– -$233K -3,237 Closed
AWA
3328
Aletheian Wealth Advisors
Washington
– -$231K -3,220 Closed
KWM
3329
Kolinsky Wealth Management
New Jersey
– -$230K -3,206 Closed
NC
3330
NBW Capital
Massachusetts
– -$230K -3,202 Closed
UC
3331
Unio Capital
New Jersey
– -$230K -3,200 Closed
PCMH
3332
Polymer Capital Management (HK)
Hong Kong
– -$230K -3,200 Closed
MPCA
3333
Madison Park Capital Advisors
Washington
– -$229K -3,190 Closed
LFA
3334
Longview Financial Advisors
Alabama
– -$229K -3,187 Closed
GFG
3335
Goldstone Financial Group
Illinois
– -$228K -3,171 Closed
SDH
3336
Sloy Dahl & Holst
Washington
– -$228K -3,166 Closed
IFPG
3337
Intrepid Financial Planning Group
Indiana
– -$227K -3,162 Closed
NQWM
3338
Northwest Quadrant Wealth Management
Oregon
– -$225K -3,133 Closed
EWA
3339
Etesian Wealth Advisors
Oregon
– -$225K -3,126 Closed
MF
3340
Meridian Financial
Massachusetts
– -$224K -3,116 Closed
BA
3341
Bristlecone Advisors
Washington
– -$224K -3,111 Closed
PIAS
3342
PCA Investment Advisory Services
Ohio
– -$223K -3,099 Closed
PP
3343
Patron Partners
Texas
– -$222K -3,089 Closed
EIM
3344
Ervin Investment Management
Washington
– -$222K -3,087 Closed
SP
3345
SWS Partners
Ohio
– -$222K -3,084 Closed
OFW
3346
Omnia Family Wealth
Florida
– -$223K -3,079 Closed
CI
3347
Ceera Investments
Texas
– -$221K -3,078 Closed
ACM
3348
Aljian Capital Management
Nevada
– -$221K -3,071 Closed
WAOI
3349
Wealth Advisors of Iowa
Iowa
– -$220K -3,068 Closed
M1FG
3350
Mach-1 Financial Group
Arkansas
– -$220K -3,055 Closed
132 133
134
135 136