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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 %
WI
701
Wahed Invest
New York
$6.22M +$382K +6,129 +7%
DP
702
Dearborn Partners
Illinois
$6.21M -$187K -3,005 -3%
MFG
703
Merit Financial Group
Georgia
$6.21M +$662K +10,632 +12%
WAM
704
Weatherly Asset Management
California
$6.19M +$229K +3,679 +4%
AO
705
Allen Operations
New York
$6.17M +$2.46M +65,854 +66%
FCH
706
Freestone Capital Holdings
Washington
$6.17M +$732K +11,762 +13%
M
707
MOTCO
Texas
$6.16M +$47.8K +767 +0.8%
WTC
708
WhitTier Trust Company
Nevada
$6.15M -$405K -6,503 -6%
JG
709
Jain Global
New York
$6.15M +$6.15M +98,845 New
HA
710
Hamel Associates
New Jersey
$6.11M -$91.9K -1,477 -1%
MGIA
711
Moneta Group Investment Advisors
Missouri
$6.11M +$1.01M +16,190 +20%
SF
712
Summit Financial
New Jersey
$6.09M +$623K +10,005 +11%
CMP
713
Coston McIsaac & Partners
Maine
$6.08M -$281K -4,520 -4%
FCCM
714
First City Capital Management
Georgia
$6.03M -$45.4K -729 -0.7%
BMA
715
Brooks Moore & Associates
Tennessee
$6.02M +$34.6K +555 +0.6%
SIMG
716
Sonora Investment Management Group
Arizona
$6.02M -$29K -465 -0.5%
TFA
717
Toth Financial Advisory
Virginia
$6.01M +$184K +2,953 +3%
BHIA
718
Birch Hill Investment Advisors
Massachusetts
$6M -$69.1K -1,110 -1%
DWA
719
Douglass Winthrop Advisors
New York
$5.97M +$423K +6,800 +8%
CHC
720
City Holding Co
West Virginia
$5.96M -$14.7K -236 -0.2%
FTWA
721
Fifth Third Wealth Advisors
Ohio
$5.95M +$114K +1,836 +2%
ET
722
Equitable Trust
Tennessee
$5.94M -$935K -15,016 -14%
AWA
723
Arkadios Wealth Advisors
Georgia
$5.93M -$164K -2,630 -3%
HPC
724
HM Payson & Co
Maine
$5.93M +$118K +1,900 +2%
RIA
725
RPG Investment Advisory
California
$5.92M +$58.4K +938 +1%
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