KO icon

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 %
RC
876
RBF Capital
California
$4.36M – – –
GI
877
GAMMA Investing
California
$4.36M -$184K -2,954 -4%
MA
878
Mutual Advisors
Nebraska
$4.33M -$295K -4,736 -6%
SCTC
879
Sanibel Captiva Trust Company
Florida
$4.33M +$167K +2,683 +4%
GWMIA
880
Global Wealth Management Investment Advisory
Florida
$4.31M +$239K +3,841 +6%
TWM
881
TSA Wealth Management
Texas
$4.31M +$6.41K +103 +0.1%
SA
882
Sicart Associates
New York
$4.29M -$304K -4,880 -7%
MAS
883
Meeder Advisory Services
Ohio
$4.29M +$92.6K +1,488 +2%
PJWM
884
Philip James Wealth Mangement
Georgia
$4.28M -$149K -2,386 -3%
ACGA
885
Atlanta Consulting Group Advisors
Georgia
$4.27M -$542K -8,708 -11%
TCOV
886
Trust Company of Vermont
Vermont
$4.27M -$650K -10,440 -13%
CB
887
Cadence Bank
Mississippi
$4.26M -$159K -2,560 -4%
RA
888
RFG Advisory
Alabama
$4.17M -$317K -5,087 -7%
SIC
889
Sigma Investment Counselors
Michigan
$4.16M +$63.4K +1,018 +2%
ISL
890
Ingalls & Snyder LLC
New York
$4.16M -$72K -1,156 -2%
CGPCS
891
Capital Group Private Client Services
California
$4.15M +$153K +2,464 +4%
CAMV
892
Concord Asset Management (Virginia)
Virginia
$4.15M +$468K +7,515 +13%
BOCM
893
Bontempo Ohly Capital Management
Maryland
$4.14M -$122K -1,965 -3%
TI
894
TrueMark Investments
Illinois
$4.14M +$350K +5,624 +9%
GIC
895
Generali Investments CEE
Czech Republic
$4.12M +$4.12M +66,200 New
PL
896
Parthenon LLC
Kentucky
$4.12M – – –
CAG
897
Csenge Advisory Group
Florida
$4.12M -$343K -5,506 -8%
CWP
898
CFM Wealth Partners
Texas
$4.12M +$255K +4,096 +7%
JPMIA
899
J.P. Marvel Investment Advisors
Massachusetts
$4.1M -$49.6K -796 -1%
VV
900
Verity & Verity
South Carolina
$4.09M +$1.53M +24,518 +60%
34 35
36
37 38