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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 %
RHDIC
951
R.H. Dinel Investment Counsel
California
$3.58M – – –
SSB
952
Sandy Spring Bank
Maryland
$3.58M +$245K +3,938 +7%
SBIA
953
Sheaff Brock Investment Advisors
Indiana
$3.57M -$3.67M -58,904 -51%
MSA
954
MUFG Securities Americas
New York
$3.56M +$3.56M +57,231 New
VWM
955
Valley Wealth Managers
New Jersey
$3.56M -$305K -4,892 -8%
TW
956
Traveka Wealth
California
$3.56M +$3.22M +51,717 +960%
CG
957
Caprock Group
Idaho
$3.53M -$52.7K -846 -1%
MNBTD
958
Moody National Bank Trust Division
Texas
$3.47M -$58.3K -937 -2%
AA
959
Argent Advisors
Louisiana
$3.46M +$54.7K +879 +2%
PT
960
Plimoth Trust
Massachusetts
$3.45M -$60.2K -967 -2%
SFG
961
Stonebridge Financial Group
Pennsylvania
$3.44M +$3.44M +55,307 New
HCA
962
Harbor Capital Advisors
Illinois
$3.44M +$84.3K +1,354 +3%
GLA
963
Good Life Advisors
Pennsylvania
$3.44M -$4M -64,243 -54%
BOH
964
Bank of Hawaii
Hawaii
$3.43M -$129K -2,064 -4%
EI
965
Ethic Inc
New York
$3.43M +$1.34M +21,600 +65%
BIM
966
Bridges Investment Management
Nebraska
$3.42M +$46.3K +743 +1%
TC
967
Trilogy Capital
California
$3.41M +$93K +1,493 +3%
SFP
968
Shepherd Financial Partners
Massachusetts
$3.41M +$1.37K +22 +0%
BCP
969
Blue Chip Partners
Michigan
$3.4M -$67.9K -1,091 -2%
MOS
970
MGO One Seven
Ohio
$3.4M +$355K +5,700 +12%
LI
971
LRI Investments
Florida
$3.37M +$137K +2,203 +4%
WTA
972
Washington Trust Advisors
Massachusetts
$3.37M -$148K -2,373 -4%
TW
973
TritonPoint Wealth
Maryland
$3.35M -$174K -2,787 -5%
ACM
974
Argyle Capital Management
Pennsylvania
$3.35M +$31.8K +511 +1%
FCM
975
Fourpath Capital Management
Oklahoma
$3.32M +$110K +1,764 +3%
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