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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 %
CIA
851
Covington Investment Advisors
Pennsylvania
$4.6M +$41.3K +664 +0.9%
HIC
852
Harvey Investment Company
Kentucky
$4.59M -$15.9K -255 -0.3%
RFG
853
RFP Financial Group
Georgia
$4.56M -$4.49M -72,163 -50%
DAS
854
Dynamic Advisor Solutions
Arizona
$4.55M -$208K -3,345 -4%
RWM
855
Ritholtz Wealth Management
New York
$4.54M +$352K +5,649 +8%
BT
856
Banque Transatlantique
France
$4.53M +$4.53M +73,202 New
AG
857
Ascent Group
Virginia
$4.53M -$207K -3,328 -4%
SCP
858
Sandhill Capital Partners
New York
$4.51M +$47.3K +759 +1%
XT
859
XTX Topco
Cayman Islands
$4.51M +$4.51M +72,423 New
PP
860
Prudential plc
United Kingdom
$4.49M +$296K +4,761 +7%
CIG
861
CCM Investment Group
Minnesota
$4.47M +$4.47M +71,998 New
BFG
862
Beacon Financial Group
Texas
$4.46M -$29K -466 -0.6%
CFGS
863
Concourse Financial Group Securities
Alabama
$4.45M +$10.2K +165 +0.2%
NAM
864
NTV Asset Management
West Virginia
$4.44M -$13.6K -218 -0.3%
HSA
865
HBK Sorce Advisory
Pennsylvania
$4.44M -$132K -2,116 -3%
ACM
866
Aurdan Capital Management
Pennsylvania
$4.44M +$4.44M +71,328 New
JCM
867
Jacobi Capital Management
Pennsylvania
$4.42M -$457K -7,344 -9%
PA
868
Procyon Advisors
Connecticut
$4.41M +$306K +4,908 +7%
HCM
869
Howland Capital Management
Massachusetts
$4.4M +$104K +1,664 +2%
CCM
870
Chilton Capital Management
Texas
$4.38M -$37K -594 -0.8%
P
871
Pitcairn
Pennsylvania
$4.38M -$349K -5,601 -7%
PVI
872
Pine Valley Investments
New Jersey
$4.37M +$390K +6,264 +10%
KGC
873
Kennon-Green & Company
Ohio
$4.36M -$40.8K -655 -0.9%
IWM
874
IHT Wealth Management
Illinois
$4.36M -$1.16M -18,682 -21%
SA
875
Shilanski & Associates
Alaska
$4.36M -$34.9K -560 -0.8%
33 34
35
36 37