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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 %
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$1.15B +$72.1M +1,155,538 +7%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$1.13B – – –
Amundi
28
Amundi
France
$1.13B +$34M +550,582 +3%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.11B +$142M +2,284,429 +15%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$1.06B -$55.2M -886,878 -5%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.04B -$17.2M -275,756 -2%
Vontobel Holding
32
Vontobel Holding
Switzerland
$997M +$21.9M +351,462 +2%
Truist Financial
33
Truist Financial
North Carolina
$978M -$27.1M -434,765 -3%
Aristotle Capital Management
34
Aristotle Capital Management
California
$952M -$4.46M -71,714 -0.5%
Mitsubishi UFJ Asset Management
35
Mitsubishi UFJ Asset Management
Japan
$943M +$111M +1,792,879 +13%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$824M +$55.6M +894,477 +7%
Deutsche Bank
37
Deutsche Bank
Germany
$771M +$147M +2,361,373 +24%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$745M +$10.3M +166,199 +1%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$729M +$20M +321,276 +3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$720M -$36.2M -581,200 -5%
AIM
41
Alphinity Investment Management
Australia
$653M +$48.8M +783,161 +8%
Wells Fargo
42
Wells Fargo
California
$648M -$19.8M -318,446 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$624M -$58.2M -935,059 -9%
Barclays
44
Barclays
United Kingdom
$605M -$53.5M -859,230 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$589M -$132M -2,113,796 -18%
Capital Research Global Investors
46
Capital Research Global Investors
California
$589M +$320M +5,139,352 +119%
Lazard Asset Management
47
Lazard Asset Management
New York
$553M -$86.4M -1,388,255 -14%
National Pension Service
48
National Pension Service
South Korea
$538M +$64M +1,027,823 +13%
Stifel Financial
49
Stifel Financial
Missouri
$532M +$2.57M +41,332 +0.5%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$524M -$130M -2,092,922 -20%
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