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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 %
BCI
426
Brinker Capital Investments
Pennsylvania
$15.8M +$1.49M +23,955 +10%
OPS
427
Orion Portfolio Solutions
Nebraska
$15.8M +$1.49M +23,955 +10%
IIM
428
INTECH Investment Management
Florida
$15.7M +$641K +10,296 +4%
P
429
&Partners
Tennessee
$15.7M +$3.98M +64,314 +34%
TWC
430
TD Waterhouse Canada
Ontario, Canada
$15.6M -$7.1M -114,058 -31%
AIM
431
Allen Investment Management
New York
$15.5M -$87.2K -1,400 -0.6%
AWS
432
Atria Wealth Solutions
New York
$15.5M -$303K -4,860 -2%
SYBT
433
Stock Yards Bank & Trust
Kentucky
$15.5M +$194K +3,108 +1%
WG
434
Welch Group
Alabama
$15.5M +$326K +5,257 +2%
IIM
435
Intact Investment Management
Quebec, Canada
$15.3M +$4.49M +72,100 +41%
AAIM
436
Asset Advisors Investment Management
Georgia
$15.3M -$97K -1,558 -0.6%
VHAM
437
Van Hulzen Asset Management
California
$15.3M +$132K +2,128 +0.9%
SCM
438
Shelton Capital Management
Colorado
$15.2M +$1.91M +30,693 +14%
SIG
439
Stonegate Investment Group
Alabama
$15M +$309K +4,965 +2%
HIMCH
440
Hartford Investment Management Co (HIMCO)
Connecticut
$14.9M -$288K -4,633 -2%
WB
441
WesBanco Bank
West Virginia
$14.9M -$209K -3,359 -1%
RC
442
RBO & Co
California
$14.9M -$3.74K -60 -0%
JMFC
443
J.M. Forbes & Co
Massachusetts
$14.7M +$48.8K +783 +0.3%
LCS
444
Levin Capital Strategies
New York
$14.7M +$384K +6,162 +3%
EF
445
Empowered Funds
Pennsylvania
$14.6M +$1.57M +25,176 +12%
WP
446
Woodline Partners
California
$14.5M +$14.5M +232,831 New
SAM
447
Stansberry Asset Management
Texas
$14.3M +$1.53M +24,574 +12%
GIA
448
Gateway Investment Advisers
Ohio
$14M -$1.55M -24,960 -10%
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$13.8M -$19M -303,864 -58%
SGK
450
Steigerwald Gordon & Koch
Virginia
$13.8M +$68.4K +1,098 +0.5%
16 17
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