KO icon

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 %
JF
3376
JSF Financial
California
– -$213K -2,966 Closed
TWM
3377
TCFG Wealth Management
California
– -$212K -2,949 Closed
BB
3378
Berkshire Bank
Massachusetts
– -$212K -2,946 Closed
BFG
3379
Bouchey Financial Group
New York
– -$212K -2,943 Closed
BTWM
3380
Brass Tax Wealth Management
Ohio
– -$211K -2,942 Closed
CF
3381
Convergence Financial
Missouri
– -$211K -2,930 Closed
AIMA
3382
Ables Iannone Moore & Associates
Georgia
– -$210K -2,921 Closed
AWP
3383
Ascent Wealth Partners
New York
– -$210K -2,916 Closed
EPP
3384
ETF Portfolio Partners
Kansas
– -$208K -2,899 Closed
PWA
3385
Phoenix Wealth Advisors
North Carolina
– -$208K -2,894 Closed
KA
3386
Kooman & Associates
Pennsylvania
– -$208K -2,894 Closed
BCM
3387
Bourgeon Capital Management
Connecticut
– -$208K -2,890 Closed
LFA
3388
Lauterbach Financial Advisors
Texas
– -$208K -2,889 Closed
ACC
3389
Acorn Creek Capital
Colorado
– -$207K -2,881 Closed
LAM
3390
Lifestyle Asset Management
Texas
– -$207K -2,880 Closed
WA
3391
WP Advisors
California
– -$206K -2,866 Closed
FCFC
3392
First Commonwealth Financial Corp
Pennsylvania
– -$206K -2,864 Closed
KCM
3393
KRS Capital Management
Michigan
– -$206K -2,862 Closed
MCM
3394
McRae Capital Management
New Jersey
– -$206K -2,861 Closed
BPFA
3395
Barnes Pettey Financial Advisors
Mississippi
– -$205K -2,859 Closed
PWM
3396
Prosperity Wealth Management
California
– -$205K -2,853 Closed
WAM
3397
Worth Asset Management
Texas
– -$205K -2,852 Closed
CIS
3398
Custom Index Systems
New York
– -$204K -2,843 Closed
SPI
3399
Santori & Peters Inc
Pennsylvania
– -$204K -2,839 Closed
VBCG
3400
Valley Brook Capital Group
Pennsylvania
– -$202K -2,806 Closed
134 135
136
137 138