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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 %
Parallax Volatility Advisers
1001
Parallax Volatility Advisers
California
$3.17M +$3.17M +50,936 New
ISWM
1002
Independent Solutions Wealth Management
New York
$3.17M -$125K -2,005 -4%
OHWP
1003
Oak Harbor Wealth Partners
North Carolina
$3.17M -$41.5K -666 -1%
SCA
1004
St. Clair Advisors
Ohio
$3.16M +$55.3K +889 +2%
PWAM
1005
Papamarkou Wellner Asset Management
New York
$3.16M +$3.16M +50,708 New
GVAG
1006
Great Valley Advisor Group
Delaware
$3.15M +$40.2K +645 +1%
CHJWM
1007
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.15M -$9.09K -144 -0.3%
MIM
1008
MTM Investment Management
South Carolina
$3.14M -$290K -4,664 -8%
PDL
1009
Portfolio Design Labs
California
$3.14M +$1.06M +17,067 +51%
WC
1010
Woodstock Corp
Massachusetts
$3.13M +$49.6K +797 +2%
WPC
1011
Wedmont Private Capital
Pennsylvania
$3.13M +$410K +6,706 +15%
CW
1012
CreativeOne Wealth
Kansas
$3.13M +$365K +5,865 +13%
HIP
1013
HUB Investment Partners
Texas
$3.12M +$816K +13,110 +35%
MCB
1014
Morton Community Bank
Illinois
$3.11M +$31.8K +510 +1%
VFM
1015
Viking Fund Management
North Dakota
$3.11M – – –
KCPG
1016
Kavar Capital Partners Group
Kansas
$3.11M -$3.86K -62 -0.1%
SFM
1017
Signet Financial Management
New Jersey
$3.1M -$13.9K -223 -0.4%
TWP
1018
Tyche Wealth Partners
Texas
$3.08M +$102K +1,633 +3%
MCM
1019
Mengis Capital Management
Oregon
$3.07M +$7.22K +116 +0.2%
LWM
1020
LongView Wealth Management
Georgia
$3.06M +$362K +5,809 +13%
ICP
1021
Impact Capital Partners
Colorado
$3.06M +$3.06M +49,148 New
NAS
1022
NWF Advisory Services
California
$3.06M +$3.06M +49,117 New
BHA
1023
Beech Hill Advisors
New York
$3.05M +$13.5K +217 +0.4%
MSAM
1024
Moloney Securities Asset Management
Missouri
$3.04M -$28.3K -454 -0.9%
DCM
1025
Donaldson Capital Management
Indiana
$3.03M +$28K +449 +0.9%
39 40
41
42 43