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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 %
BCWM
526
Bartlett & Co Wealth Management
Ohio
$10.5M -$858K -13,773 -8%
CIS
527
Connors Investor Services
Pennsylvania
$10.4M -$870K -13,968 -8%
EB
528
Eastern Bank
Massachusetts
$10.4M -$44.2K -710 -0.4%
CDDEC
529
Caisse Des Depots Et Consignations
France
$10.4M +$10.4M +166,845 New
AAIS
530
ABN AMRO Investment Solutions
$10.3M -$1.6M -25,692 -13%
MYLI
531
Meiji Yasuda Life Insurance
Japan
$10.3M -$1.53M -24,497 -13%
EP
532
Essential Planning
New Hampshire
$10.2M +$10.2M +156,515 New
BFIC
533
Bedell Frazier Investment Counselling
California
$10.2M +$180K +2,893 +2%
PIM
534
Plato Investment Management
Australia
$10.2M +$386K +6,173 +4%
Nomura Holdings
535
Nomura Holdings
Japan
$10.2M +$5.13M +82,373 +102%
Kayne Anderson Rudnick Investment Management
536
Kayne Anderson Rudnick Investment Management
California
$10.1M -$620K -9,958 -6%
A
537
Allianz
Germany
$10.1M -$299K -4,820 -3%
FSA
538
Franklin Street Advisors
North Carolina
$10M -$9.85M -158,142 -50%
SCM
539
Sterling Capital Management
North Carolina
$10M +$245K +3,943 +3%
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$9.92M +$362K +5,807 +4%
HCM
541
Hilton Capital Management
New York
$9.91M -$1.31M -21,073 -12%
TBA
542
Tower Bridge Advisors
Pennsylvania
$9.91M -$177K -2,843 -2%
RCYC
543
Richard C. Young & Co
Rhode Island
$9.82M -$68.7K -1,103 -0.7%
GAM
544
Griffin Asset Management
New York
$9.8M -$172K -2,766 -2%
GAM
545
Gotham Asset Management
New York
$9.73M -$2.33M -37,482 -19%
SFA
546
Sequoia Financial Advisors
Ohio
$9.72M +$784K +12,592 +9%
CIA
547
Concurrent Investment Advisors
Florida
$9.68M -$1.07M -17,224 -10%
Kovitz Investment Group Partners
548
Kovitz Investment Group Partners
Illinois
$9.65M +$33.6K +540 +0.3%
Impax Asset Management Group
549
Impax Asset Management Group
United Kingdom
$9.62M +$567K +9,108 +6%
MAM
550
Martingale Asset Management
Massachusetts
$9.6M -$19.6M -315,020 -67%
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