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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 %
CNBT
776
Canandaigua National Bank & Trust
New York
$5.39M -$7.53K -121 -0.1%
PSP
777
Principal Street Partners
Tennessee
$5.39M -$185K -2,970 -3%
IB
778
Iyo Bank
Japan
$5.38M – – –
BRWA
779
B. Riley Wealth Advisors
Florida
$5.37M -$1.45M -23,248 -21%
SF
780
Slagle Financial
Illinois
$5.37M +$536K +8,613 +11%
BCCM
781
Bridge Creek Capital Management
Massachusetts
$5.36M -$8.72K -140 -0.2%
SG
782
Sienna Gestion
France
$5.36M – – –
EA
783
Ellsworth Advisors
Ohio
$5.36M +$250K +4,016 +5%
ECM
784
Everence Capital Management
Indiana
$5.33M -$557K -8,940 -9%
ST
785
Sentinel Trust
Texas
$5.33M – – –
SCA
786
Snowden Capital Advisors
New York
$5.32M +$78.2K +1,256 +1%
CSIC
787
Clifford Swan Investment Counsel
California
$5.3M +$96.8K +1,554 +2%
PWP
788
Principle Wealth Partners
Connecticut
$5.29M -$67.1K -1,077 -1%
SW
789
SteelPeak Wealth
California
$5.29M -$4.21M -67,680 -44%
VSQM
790
V-Square Quantitative Management
Illinois
$5.29M +$637K +10,228 +14%
KOCAA
791
Knights of Columbus Asset Advisors
Connecticut
$5.28M -$691K -11,105 -12%
HAG
792
HighPoint Advisor Group
Illinois
$5.26M +$163K +2,418 +3%
PDM
793
Penn Davis McFarland
Texas
$5.26M -$76.3K -1,225 -1%
WG
794
Winton Group
United Kingdom
$5.26M +$5.07M +81,464 +2,697%
UBG
795
United Bank (Georgia)
Georgia
$5.26M +$223K +3,589 +4%
BST
796
Bath Savings Trust
Maine
$5.25M -$40.8K -655 -0.8%
LWANC
797
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.24M -$12.7K -204 -0.2%
ATPW
798
Ashton Thomas Private Wealth
Arizona
$5.24M +$589K +9,455 +13%
PAS
799
Park Avenue Securities
New York
$5.24M +$683K +10,971 +15%
PA
800
Parallel Advisors
California
$5.2M -$267K -4,296 -5%
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