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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 %
MSE
551
MUFG Securities EMEA
United Kingdom
$9.59M -$62 -1 -0%
AssetMark Inc
552
AssetMark Inc
California
$9.52M +$2.73M +43,836 +40%
CTC
553
Central Trust Company
Missouri
$9.43M -$1.79M -28,768 -16%
AAIM
554
American Assets Investment Management
California
$9.34M – – –
RPI
555
Railway Pension Investments
United Kingdom
$9.32M -$28.1M -450,600 -75%
RSVP
556
Ramsay Stattman Vela & Price
Colorado
$9.31M -$5.54K -89 -0.1%
WPA
557
West Paces Advisors
Georgia
$9.25M -$30K -482 -0.3%
OC
558
Oppenheimer & Co
New York
$9.21M -$105K -1,680 -1%
HCM
559
Hutner Capital Management
Vermont
$9.2M +$1.23M +19,755 +15%
UCFA
560
United Capital Financial Advisors
Texas
$9.19M -$198K -3,177 -2%
HAI
561
Hennessy Advisors Inc
California
$9.14M -$215K -3,450 -2%
EWM
562
Evercore Wealth Management
New York
$9.08M -$1.4M -22,522 -13%
WANY
563
Wealthspire Advisors (New York)
New York
$9.05M +$402K +6,460 +5%
MLL
564
Moody Lynn & Lieberson
Massachusetts
$9.05M +$150K +2,410 +2%
BAM
565
Berkshire Asset Management
Pennsylvania
$8.97M -$113K -1,819 -1%
BAM
566
Bell Asset Management
Australia
$8.97M +$4.63M +74,419 +107%
ADEF
567
Adams Diversified Equity Fund
Maryland
$8.97M – – –
TG
568
TCW Group
California
$8.95M +$54.6K +877 +0.6%
BWS
569
Buck Wealth Strategies
Colorado
$8.91M +$2.45M +39,409 +38%
AIMCA
570
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.9M +$8.21M +131,915 +1,188%
SFS
571
Sowell Financial Services
Arkansas
$8.89M +$171K +2,744 +2%
MCWA
572
Meadow Creek Wealth Advisors
Georgia
$8.89M +$9.34K +150 +0.1%
BBVA
573
Banco Bilbao Vizcaya Argentaria
Spain
$8.86M -$2.79M -44,824 -24%
HHAA
574
Henry H. Armstrong Associates
Pennsylvania
$8.86M +$486K +7,810 +6%
GFM
575
GF Fund Management
China
$8.77M +$8.77M +140,835 New
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