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 %
PP
451
Patten & Patten
Tennessee
$13.8M +$8.72K +140 +0.1%
NAAA
452
New Age Alpha Advisors
New York
$13.8M +$13.7M +220,782 +44,783%
Walleye Capital
453
Walleye Capital
New York
$13.8M +$9.68M +155,469 +238%
LMIM
454
Lockheed Martin Investment Management
Maryland
$13.6M +$1.91M +30,650 +16%
BBHC
455
Brown Brothers Harriman & Co
New York
$13.6M +$240K +3,859 +2%
AM
456
AGF Management
Ontario, Canada
$13.5M -$2.83M -45,461 -17%
RP
457
Rowlandmiller & Partners
Georgia
$13.4M -$157K -2,526 -1%
CII
458
Capital International Inc
California
$13.4M +$4.8M +77,144 +56%
SMFG
459
Sumitomo Mitsui Financial Group
Japan
$13.3M +$1.12M +17,970 +9%
AIM
460
Achmea Investment Management
Netherlands
$13.3M -$1.22M -19,662 -8%
FNBT
461
FineMark National Bank & Trust
Florida
$13.2M +$113K +1,810 +0.9%
QIM
462
Quantitative Investment Management
Virginia
$13.1M +$13.1M +211,036 New
WPC
463
Waters Parkerson & Co
Louisiana
$13.1M -$56K -900 -0.4%
NIM
464
NEOS Investment Management
Connecticut
$13.1M +$1.71M +27,535 +15%
MSRPS
465
Maryland State Retirement & Pension System
Maryland
$13M -$903K -14,510 -6%
LSERS
466
Louisiana State Employees Retirement System
Louisiana
$13M -$616K -9,900 -5%
SAM
467
Securian Asset Management
Minnesota
$13M -$384K -6,161 -3%
RT
468
Rockland Trust
Massachusetts
$13M +$171K +2,752 +1%
CWP
469
Cyndeo Wealth Partners
Florida
$12.9M -$46.3K -743 -0.4%
DCM
470
Dupont Capital Management
Delaware
$12.9M – – –
FT
471
Fiduciary Trust
Massachusetts
$12.8M +$174K +2,802 +1%
MFIM
472
Mesirow Financial Investment Management
Illinois
$12.8M +$54K +868 +0.4%
MGP
473
Metis Global Partners
California
$12.7M -$544K -8,739 -4%
HFS
474
Hantz Financial Services
Michigan
$12.7M -$444K -7,129 -3%
WBC
475
Westpac Banking Corp
Australia
$12.6M +$6.48M +104,145 +106%
17 18
19
20 21