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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 %
CT
801
Colonial Trust
South Carolina
$5.2M +$579K +9,295 +13%
YL
802
YCG LLC
Texas
$5.18M – – –
RIA
803
Regal Investment Advisors
Michigan
$5.18M -$466K -7,491 -8%
AG
804
AlTi Global
New York
$5.16M +$126K +2,025 +3%
BIG
805
Builder Investment Group
Georgia
$5.13M -$11.6K -186 -0.2%
LC
806
Lincoln Capital
Nebraska
$5.13M -$30.2K -485 -0.6%
ZB
807
Zions Bancorporation
Utah
$5.12M +$1.3M +20,893 +34%
HCMT
808
Highland Capital Management (Tennessee)
Tennessee
$5.11M +$1.85M +29,675 +57%
BP
809
Ballentine Partners
Massachusetts
$5.1M +$91.4K +1,468 +2%
CCMINC
810
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.09M +$2.24K +36 +0%
FLI
811
Family Legacy Inc
South Carolina
$5.04M +$7.59K +123 +0.2%
MPM
812
Meritage Portfolio Management
Kansas
$5.02M +$23.6K +379 +0.5%
FB
813
Fulton Bank
Pennsylvania
$5.02M +$269K +4,317 +6%
OC
814
Oakworth Capital
Alabama
$4.99M -$117K -1,879 -2%
SPC
815
Sigma Planning Corp
Michigan
$4.99M -$78.6K -1,263 -2%
RPC
816
Rossmore Private Capital
Connecticut
$4.97M -$1.56K -25 -0%
CNBTD
817
Citizens National Bank Trust Department
Mississippi
$4.96M -$72.5K -1,165 -1%
JC
818
Jacobs & Co
California
$4.96M -$797K -12,800 -14%
TPCW
819
TD Private Client Wealth
New York
$4.96M +$301K +4,828 +6%
HT
820
Headlands Technologies
Illinois
$4.96M +$4.96M +79,588 New
LDB
821
Lee, Danner & Bass
Tennessee
$4.95M +$678K +10,884 +16%
HWAM
822
Hennion & Walsh Asset Management
New Jersey
$4.94M +$265K +4,249 +6%
BFA
823
Benedict Financial Advisors
Georgia
$4.92M +$48.1K +772 +1%
BCM
824
Birmingham Capital Management
Alabama
$4.91M -$569K -9,145 -10%
PI
825
PFG Investments
New York
$4.9M +$541K +8,687 +12%
31 32
33
34 35