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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 %
NMERB
501
New Mexico Educational Retirement Board
New Mexico
$11.5M -$293K -4,700 -2%
EOJOAM
502
E. Ohman J:or Asset Management
Sweden
$11.5M +$1.19M +19,040 +12%
CA
503
CapWealth Advisors
Tennessee
$11.4M -$106K -1,698 -0.9%
FCBT
504
First Citizens Bank & Trust
North Carolina
$11.4M -$188K -3,017 -2%
BFIM
505
Beese Fulmer Investment Management
Ohio
$11.3M -$422K -6,773 -4%
KCM
506
Kanawha Capital Management
Virginia
$11.3M -$27K -434 -0.2%
BFS
507
Bard Financial Services
Connecticut
$11.3M -$101K -1,625 -0.9%
FFIC
508
First Fiduciary Investment Counsel
Ohio
$11.2M +$482K +7,736 +4%
HR
509
Howe & Rusling
New York
$11.2M +$174K +2,793 +2%
GIP
510
Greatmark Investment Partners
Georgia
$11.2M +$857K +13,768 +8%
PG
511
Patten Group
Tennessee
$11.2M -$99.7K -1,602 -0.9%
LCOV
512
London Company of Virginia
Virginia
$11.1M -$6.66K -107 -0.1%
WDA
513
Wendell David Associates
New Hampshire
$11.1M -$50.4K -810 -0.5%
MHIC
514
Marble Harbor Investment Counsel
Massachusetts
$11M +$42.3K +680 +0.4%
GJCM
515
Grand Jean Capital Management
California
$11M -$70.8K -1,137 -0.6%
SAM
516
Socorro Asset Management
Texas
$10.9M +$2.03M +32,526 +23%
CA
517
Clearstead Advisors
Ohio
$10.9M -$290K -4,652 -3%
GT
518
Greenleaf Trust
Michigan
$10.8M -$120K -1,934 -1%
IAM
519
Infusive Asset Management
New York
$10.8M +$5.59M +89,770 +108%
SAI
520
Systematic Alpha Investments
New Jersey
$10.7M – – –
AAM
521
AR Asset Management
California
$10.6M – – –
APP
522
Avantax Planning Partners
Iowa
$10.6M +$384K +6,169 +4%
ETC
523
Exchange Traded Concepts
Oklahoma
$10.6M +$1.68M +26,974 +19%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$10.5M -$311K -4,994 -3%
LCM
525
Logan Capital Management
Pennsylvania
$10.5M -$82.7K -1,328 -0.8%
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