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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 %
AFGAS
3401
Allegiance Financial Group Advisory Services
Virginia
– -$202K -2,804 Closed
BWM
3402
Boyd Wealth Management
California
– -$201K -2,803 Closed
TFP
3403
Tilia Fiduciary Partners
North Carolina
– -$201K -2,802 Closed
ACM
3404
AUA Capital Management
Pennsylvania
– -$201K -2,802 Closed
PIN
3405
Prudent Investors Network
California
– -$201K -2,801 Closed
RFN
3406
RDA Financial Network
Iowa
– -$201K -2,800 Closed
IWS
3407
Insight Wealth Strategies
California
– -$201K -2,798 Closed
FWM
3408
Forza Wealth Management
Florida
– -$201K -2,798 Closed
AWA
3409
Adapt Wealth Advisors
Georgia
– -$200K -2,789 Closed
I
3410
IMPACTfolio
Colorado
– -$200K -2,785 Closed
NWM
3411
Napa Wealth Management
California
– -$200K -2,785 Closed
AIA
3412
Accelerate Investment Advisors
California
– -$200K -2,785 Closed
GJWM
3413
Gilliland Jeter Wealth Management
Arkansas
– -$152K -2,109 Closed
HWMC
3414
Heritage Wealth Management (California)
California
– -$144K -2,010 Closed
SOW
3415
State of Wyoming
Wyoming
– -$141K -1,956 Closed
PS
3416
Planned Solutions
California
– -$133K -1,850 Closed
CPA
3417
Capital Performance Advisors
California
– -$129K -1,795 Closed
MFA
3418
McClarren Financial Advisors
Pennsylvania
– -$347 -1,724 Closed
VAMG
3419
Voisard Asset Management Group
Michigan
– -$120K -1,670 Closed
SHIM
3420
Stone House Investment Management
Pennsylvania
– -$114K -1,590 Closed
VIA
3421
Virtus Investment Advisers
Connecticut
– -$80.7K -1,123 Closed
HGA
3422
Hobbs Group Advisors
South Carolina
– -$77.3K -1,076 Closed
APC
3423
Aspire Private Capital
North Carolina
– -$65.1K -906 Closed
DWS
3424
Dynamic Wealth Strategies
California
– -$63K -881 Closed
CG
3425
Carmignac Gestion
France
– -$1.03M -785 Closed
134 135 136
137
138