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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 %
RAG
751
RIA Advisory Group
Iowa
$5.61M +$776K +12,461 +16%
CIC
752
Carnegie Investment Counsel
Ohio
$5.59M +$457K +7,336 +9%
BEI
753
Benjamin Edwards Inc
Missouri
$5.56M -$269K -4,326 -5%
KRSITF
754
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.56M +$812K +19,643 +17%
SCM
755
Stonebridge Capital Management
California
$5.54M -$63.8K -1,025 -1%
WIS
756
Wright Investors Service
Connecticut
$5.53M -$2.3M -37,005 -29%
APF
757
Alaska Permanent Fund
Alaska
$5.52M – – –
OCAM
758
Onex Canada Asset Management
Ontario, Canada
$5.52M -$42K -674 -0.8%
NEAM
759
New England Asset Management
Connecticut
$5.52M -$626K -10,050 -10%
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$5.5M -$573K -9,204 -9%
SGI
761
Summit Global Investments
Utah
$5.49M -$3.16M -50,733 -37%
CRC
762
Curi RMB Capital
Illinois
$5.48M -$445K -7,151 -8%
WAM
763
Weiss Asset Management
Massachusetts
$5.48M +$5.48M +87,954 New
GRP
764
Global Retirement Partners
California
$5.47M +$164K +2,635 +3%
NAS
765
Nicolet Advisory Services
Wisconsin
$5.47M +$110K +1,801 +2%
I
766
InvesTrust
Oklahoma
$5.46M +$5.46M +87,861 New
YIH
767
Y-Intercept (HK)
Hong Kong
$5.46M +$2.22M +35,736 +69%
AP
768
Americana Partners
Texas
$5.44M -$62.1K -998 -1%
VI
769
Vestcor Inc
New Brunswick, Canada
$5.44M +$424K +6,817 +8%
JWCA
770
J.W. Cole Advisors
Florida
$5.44M +$71.2K +1,143 +1%
VFA
771
Valeo Financial Advisors
Indiana
$5.43M -$201K -4,299 -4%
TNBTD
772
Trustmark National Bank Trust Department
Mississippi
$5.41M +$91.3K +1,466 +2%
PMG
773
ProVise Management Group
Florida
$5.41M -$435K -6,991 -7%
SS
774
Sunbelt Securities
Texas
$5.4M +$4.76M +76,687 +743%
TCM
775
Twin Capital Management
Pennsylvania
$5.4M +$104K +1,678 +2%
29 30
31
32 33