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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 %
WW
3351
Westshore Wealth
California
– -$219K -3,054 Closed
SCM
3352
Saxony Capital Management
Missouri
– -$219K -3,054 Closed
HHWM
3353
Hiley Hunt Wealth Management
Nebraska
– -$219K -3,045 Closed
RCM
3354
Ridgepath Capital Management
Tennessee
– -$218K -3,037 Closed
NJBEST
3355
New Jersey Better Educational Savings Trust
New Jersey
– -$218K -3,028 Closed
PFG
3356
PAX Financial Group
Texas
– -$217K -3,020 Closed
WWP
3357
Waypoint Wealth Partners
California
– -$217K -3,017 Closed
SFMG
3358
Sage Financial Management Group
Virginia
– -$217K -3,016 Closed
CWM
3359
Cherrydale Wealth Management
New Jersey
– -$217K -3,015 Closed
SCA
3360
Southern Capital Advisors
Tennessee
– -$217K -3,015 Closed
AWS
3361
Aspen Wealth Strategies
Colorado
– -$216K -3,005 Closed
CWM
3362
Castle Wealth Management
Florida
– -$217K -3,003 Closed
CPW
3363
Crestmont Private Wealth
Texas
– -$216K -3,001 Closed
CCM
3364
Carderock Capital Management
Maryland
– -$216K -3,000 Closed
PWP
3365
Private Wealth Partners
California
– -$216K -3,000 Closed
BDF
3366
Black Diamond Financial
Maryland
– -$215K -2,998 Closed
WFA
3367
WMG Financial Advisors
Tennessee
– -$215K -2,997 Closed
TFG
3368
Taylor Financial Group
Virginia
– -$215K -2,993 Closed
DFA
3369
DHK Financial Advisors
New Hampshire
– -$216K -2,987 Closed
GA
3370
Goldstein Advisors
Wisconsin
– -$215K -2,985 Closed
TPW
3371
Tiller Private Wealth
Pennsylvania
– -$214K -2,984 Closed
YWS
3372
Yarger Wealth Strategies
Ohio
– -$214K -2,975 Closed
HC
3373
Hourglass Capital
Texas
– -$213K -2,969 Closed
GCP
3374
Gill Capital Partners
Colorado
– -$213K -2,968 Closed
NFW
3375
Noble Family Wealth
Florida
– -$213K -2,967 Closed
133 134
135
136 137