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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 %
PBC
976
Pavion Blue Capital
California
$3.32M +$43.7K +702 +1%
UBV
977
United Bank (Virginia)
Virginia
$3.31M -$58.4K -938 -2%
NG
978
Norden Group
Utah
$3.31M +$155K +2,494 +5%
CTI
979
Community Trust & Investment
Kentucky
$3.3M +$53K +852 +2%
Members Trust
980
Members Trust
Florida
$3.3M +$6.35K +102 +0.2%
CCG
981
Cypress Capital Group
Florida
$3.3M -$89K -1,430 -3%
DW30
982
Drucker Wealth 3.0
New Jersey
$3.29M -$33.8K -543 -1%
CA
983
Callahan Advisors
Texas
$3.28M +$82.1K +1,318 +3%
TSS
984
Thomas Story & Son
Indiana
$3.27M -$4.67K -75 -0.1%
WHG
985
Westwood Holdings Group
Texas
$3.26M -$1.24M -19,984 -28%
FPW
986
Fairvoy Private Wealth
Alabama
$3.25M +$3.25M +52,254 New
CC
987
Constitution Capital
Connecticut
$3.25M -$2M -32,100 -38%
IAN
988
Integrated Advisors Network
Texas
$3.24M -$132K -2,121 -4%
IA
989
IFG Advisory
Georgia
$3.24M -$95.5K -1,534 -3%
CK
990
Cohen Klingenstein
New York
$3.24M -$3.06M -49,200 -49%
NSEDCP
991
NJ State Employees Deferred Compensation Plan
New Jersey
$3.24M -$685K -11,000 -17%
TYCC
992
Texas Yale Capital Corp
Florida
$3.23M +$166K +2,665 +5%
CAM
993
Cozad Asset Management
Illinois
$3.23M +$12.5K +200 +0.4%
KIA
994
KCM Investment Advisors
California
$3.23M +$53.4K +858 +2%
SG
995
StoneX Group
New York
$3.22M +$3.22M +51,775 New
CCA
996
Checchi Capital Advisers
California
$3.21M +$25.2K +405 +0.8%
KWA
997
Kingswood Wealth Advisors
California
$3.19M -$2.17M -34,825 -40%
VCA
998
Verdence Capital Advisors
Maryland
$3.19M +$235K +3,778 +8%
FFM
999
Fullerton Fund Management
Singapore
$3.19M -$37M -594,025 -92%
AP
1000
Arlington Partners
Alabama
$3.17M -$479K -7,696 -13%
38 39
40
41 42