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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 %
NSIM
926
North Star Investment Management
Illinois
$3.79M -$60.8K -976 -2%
WCM
927
Weik Capital Management
Pennsylvania
$3.78M -$38.3K -615 -1%
RCA
928
Riverview Capital Advisers
Massachusetts
$3.77M – – –
KC
929
Kinloch Capital
Virginia
$3.77M +$101K +1,628 +3%
MIS
930
Morningstar Investment Services
Illinois
$3.76M -$31.9M -512,484 -89%
WPW
931
Waldron Private Wealth
Pennsylvania
$3.76M -$18.5K -297 -0.5%
AMI
932
Amica Mutual Insurance
Rhode Island
$3.76M -$1.25M -20,012 -25%
ONB
933
Old National Bancorp
Indiana
$3.76M +$142K +2,276 +4%
GH
934
GAM Holding
Switzerland
$3.75M -$203K -3,260 -5%
CCG
935
Chatham Capital Group
Georgia
$3.74M -$42.9K -689 -1%
SSWM
936
Smith Salley Wealth Management
North Carolina
$3.74M +$12.6K +202 +0.3%
NRS
937
Neville Rodie & Shaw
New York
$3.74M +$421K +6,760 +13%
JFL
938
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.74M -$964K -15,480 -20%
BC
939
Burney Company
Virginia
$3.73M -$45.4K -729 -1%
CPCPP
940
Canada Post Corporation Pension Plan
Canada
$3.71M +$3.71M +59,664 New
VT
941
Vise Technologies
New York
$3.71M +$1.06M +17,099 +40%
MCA
942
MSH Capital Advisors
Arizona
$3.71M -$125 -2 -0%
JWBC
943
J.W. Burns & Co
New York
$3.69M -$103K -1,654 -3%
WOC
944
West Oak Capital
California
$3.67M – – –
AIP
945
Ameritas Investment Partners
Nebraska
$3.65M +$15.4K +247 +0.4%
Capstone Investment Advisors
946
Capstone Investment Advisors
New York
$3.65M +$3.12M +50,058 +590%
SBWIC
947
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.64M +$7.16K +115 +0.2%
AUB
948
Atlantic Union Bankshares
Virginia
$3.62M -$47.5K -763 -1%
PP
949
PDS Planning
Ohio
$3.61M -$87.5K -1,405 -2%
CFS
950
Cannon Financial Strategists
Georgia
$3.58M +$51.7K +831 +1%
36 37
38
39 40