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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 %
JHCP
826
Jackson Hole Capital Partners
Oklahoma
$4.9M -$69.1K -1,110 -1%
AIM
827
Aigen Investment Management
New York
$4.88M +$4.07M +65,399 +504%
BRM
828
Boston Research & Management
Massachusetts
$4.88M -$19.3K -310 -0.4%
WCM
829
Wallace Capital Management
Texas
$4.86M -$285K -4,583 -6%
EWA
830
Exencial Wealth Advisors
Oklahoma
$4.84M -$145K -2,328 -3%
SC
831
Schulhoff & Co
Ohio
$4.83M +$50K +803 +1%
DAS
832
Diversify Advisory Services
Utah
$4.82M -$861K -14,101 -15%
CAM
833
Columbia Asset Management
Michigan
$4.82M -$377K -6,051 -7%
O
834
Ossiam
France
$4.82M -$3.1M -49,714 -39%
GIM
835
Generali Investments Management
Slovenia
$4.81M +$4.81M +77,237 New
CAL
836
Capital Analysts LLC
Pennsylvania
$4.8M +$775K +12,450 +19%
HH
837
Hilltop Holdings
Texas
$4.75M -$59K -948 -1%
LIM
838
Leavell Investment Management
Alabama
$4.74M +$58.8K +944 +1%
CWP
839
Concord Wealth Partners
Virginia
$4.73M +$546K +8,774 +13%
HKIM
840
Hayek Kallen Investment Management
Alabama
$4.73M -$20.8K -334 -0.4%
GCA
841
Greenwood Capital Associates
South Carolina
$4.71M -$125 -2 -0%
FMWA
842
Forvis Mazars Wealth Advisors
Missouri
$4.66M -$244K -3,925 -5%
AWM
843
Atticus Wealth Management
Florida
$4.66M -$217K -3,489 -4%
FNB
844
Farmers National Bank
Kentucky
$4.65M +$4.65M +74,733 New
KWM
845
Kingsview Wealth Management
Oregon
$4.65M +$92.8K +1,491 +2%
CC
846
Chicago Capital
Illinois
$4.64M +$21.5K +346 +0.5%
WFMPM
847
Woodley Farra Manion Portfolio Management
Indiana
$4.63M +$82K +1,317 +2%
SGCA
848
Steel Grove Capital Advisors
Tennessee
$4.62M -$55K -883 -1%
MBTD
849
Mechanics Bank - Trust Department
California
$4.62M -$101K -1,627 -2%
GIA
850
Gladstone Institutional Advisory
Florida
$4.6M -$291K -4,673 -6%
32 33
34
35 36