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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 %
TCM
901
Tufton Capital Management
Maryland
$4.08M -$84.2K -1,352 -2%
CAAS
902
Capital Asset Advisory Services
Michigan
$4.07M +$144K +2,331 +4%
LI
903
Lafayette Investments
Maryland
$4.05M -$18.2K -292 -0.4%
FPAS
904
Focus Partners Advisor Solutions
Missouri
$4.05M +$1.58M +25,394 +64%
WIA
905
World Investment Advisors
California
$4.03M +$631K +10,137 +19%
LBC
906
Lowe Brockenbrough & Co
Virginia
$4.03M -$436 -7 -0%
NIM
907
Nicollet Investment Management
Minnesota
$3.99M -$63.1K -1,013 -2%
WCM Investment Management
908
WCM Investment Management
California
$3.98M +$2.36M +38,017 +146%
FIA
909
Foundations Investment Advisors
Arizona
$3.97M +$593K +9,517 +18%
FWIA
910
Fort Washington Investment Advisors
Ohio
$3.96M -$194K -3,116 -5%
DIP
911
DT Investment Partners
Pennsylvania
$3.96M -$1.18M -18,991 -23%
WIC
912
WealthBridge Investment Counsel
Alberta, Canada
$3.93M -$46.7K -750 -1%
WAS
913
WESPAC Advisors SoCal
California
$3.91M -$134K -2,157 -3%
IA
914
IFP Advisors
Florida
$3.89M +$926K +14,872 +31%
VP
915
Verum Partners
North Carolina
$3.87M -$4.05K -65 -0.1%
BHWM
916
Bar Harbor Wealth Management
New Hampshire
$3.86M -$215K -3,459 -5%
PFS
917
Physicians Financial Services
North Carolina
$3.86M +$51.4K +826 +1%
PAI
918
Pittenger & Anderson Inc
Nebraska
$3.86M +$11.5K +185 +0.3%
SAM
919
Shell Asset Management
Netherlands
$3.85M -$331K -5,310 -8%
SFA
920
Semmax Financial Advisors
North Carolina
$3.84M +$151K +2,179 +4%
PGAM
921
Princeton Global Asset Management
New Jersey
$3.82M +$19.6K +314 +0.5%
AAS
922
Ameritas Advisory Services
Nebraska
$3.82M +$72.6K +1,166 +2%
CIA
923
Choate Investment Advisors
Massachusetts
$3.82M +$91.8K +1,475 +2%
PWMAG
924
Pinnacle Wealth Management Advisory Group
New Jersey
$3.81M -$25.7K -413 -0.7%
MG
925
Mather Group
Illinois
$3.8M +$21K +337 +0.6%
35 36
37
38 39