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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 %
WW
651
Windle Wealth
Oklahoma
$7.04M +$457K +7,346 +7%
LA
652
LBP AM
France
$7.02M -$11.2M -180,440 -62%
EWA
653
EP Wealth Advisors
California
$6.95M -$569K -9,133 -8%
GI
654
GLOBALT Investments
Georgia
$6.94M -$98.6K -1,583 -1%
Connor, Clark & Lunn Investment Management (CC&L)
655
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.92M -$27.9M -448,121 -80%
BCM
656
Brookstone Capital Management
Illinois
$6.91M +$1.84M +29,605 +36%
SW
657
SlateStone Wealth
Florida
$6.91M +$1.28M +20,578 +23%
EHC
658
Everett Harris & Co
California
$6.88M +$116K +1,861 +2%
TH
659
TCTC Holdings
Texas
$6.83M +$41.8K +671 +0.6%
MC
660
Moors & Cabot
Massachusetts
$6.83M +$84.2K +1,352 +1%
SIC
661
Salem Investment Counselors
North Carolina
$6.82M -$62.8K -1,008 -0.9%
AA
662
ALPS Advisors
Colorado
$6.8M -$3.11K -50 -0%
BS
663
Biglari Sardar
$6.75M +$113K +1,811 +2%
GFG
664
Greystone Financial Group
Michigan
$6.75M +$6.75M +108,384 New
SP
665
Stablepoint Partners
Massachusetts
$6.71M +$112K +1,804 +2%
WJWM
666
Williams Jones Wealth Management
New York
$6.71M -$167K -2,687 -2%
VWA
667
Visionary Wealth Advisors
Illinois
$6.7M +$379K +6,083 +6%
A
668
AustralianSuper
Australia
$6.7M -$5.46M -87,732 -45%
MBT
669
Montecito Bank & Trust
California
$6.69M -$26.9K -432 -0.4%
LKIM
670
Lawson Kroeker Investment Management
Nebraska
$6.69M -$43.3K -695 -0.6%
FAM
671
Fred Alger Management
New York
$6.68M +$141K +2,265 +2%
CCT
672
Chemung Canal Trust
New York
$6.67M -$2.42M -38,849 -27%
WIC
673
Woodmont Investment Counsel
Tennessee
$6.67M +$26K +418 +0.4%
WS
674
Wedbush Securities
California
$6.65M +$231K +3,707 +4%
UB
675
UMB Bank
Missouri
$6.64M -$143K -2,301 -2%
25 26
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