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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 %
PS
676
Principal Securities
Iowa
$6.61M +$257K +4,121 +4%
BBI
677
Baxter Bros Inc
Connecticut
$6.58M -$191K -3,075 -3%
EAM
678
Erste Asset Management
Austria
$6.51M -$11M -175,637 -63%
MCM
679
Monarch Capital Management
Indiana
$6.51M -$23.4K -376 -0.4%
AAB
680
ABN AMRO Bank
Netherlands
$6.51M -$2.83M -45,886 -30%
RAM
681
Roanoke Asset Management
New Jersey
$6.49M -$6.23K -100 -0.1%
BWL
682
Bogart Wealth LLC
Virginia
$6.49M +$929K +14,925 +17%
CA
683
CoreCap Advisors
Michigan
$6.47M +$147K +2,357 +2%
BSA
684
Bull Street Advisors
Georgia
$6.45M +$1.87K +30 +0%
BHWA
685
Beacon Harbor Wealth Advisors
Virginia
$6.44M +$263K +4,227 +4%
BG
686
BDF Gestion
France
$6.42M -$834K -13,402 -11%
RP
687
Rice Partnership
Hawaii
$6.4M +$423K +6,793 +7%
SCA
688
Stokes Capital Advisors
South Carolina
$6.39M +$264K +4,248 +4%
SC
689
Stolper & Co
Oklahoma
$6.36M +$86K +1,382 +1%
RBWA
690
RFG - Bristol Wealth Advisors
Massachusetts
$6.34M +$6.34M +101,795 New
DWM
691
Destination Wealth Management
California
$6.32M +$54K +867 +0.9%
BA
692
BCM Advisors
Louisiana
$6.32M -$3.54K -56 -0.1%
LA
693
Lynch & Associates
Indiana
$6.3M -$11.9K -191 -0.2%
Loomis, Sayles & Company
694
Loomis, Sayles & Company
Massachusetts
$6.29M -$613K -9,848 -9%
HFS
695
Haverford Financial Services
Pennsylvania
$6.27M -$379K -6,080 -6%
FTA
696
Financial & Tax Architects
Missouri
$6.27M +$458K +7,362 +8%
JSSH
697
J. Safra Sarasin Holding
$6.25M -$10.9M -175,238 -64%
CB
698
Community Bank
New York
$6.23M -$52.7K -847 -0.8%
BM
699
Bislett Management
California
$6.23M – – –
SIA
700
Soltis Investment Advisors
Utah
$6.22M +$150K +2,409 +2%
26 27
28
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