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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 %
SCP
1026
Stamos Capital Partners
California
$3.02M +$849K +13,640 +39%
NW
1027
Naviter Wealth
Arkansas
$3.01M +$647K +10,389 +27%
HP
1028
Hikari Power
Japan
$3.01M – – –
Two Sigma Investments
1029
Two Sigma Investments
New York
$2.99M +$38.7K +621 +1%
CFO
1030
Callan Family Office
Pennsylvania
$2.99M +$2.63M +42,253 +738%
CCA
1031
Carrera Capital Advisors
Michigan
$2.97M +$332K +5,337 +13%
FFWA
1032
FRG Family Wealth Advisors
Washington
$2.97M -$151K -2,419 -5%
BBA
1033
BLB&B Advisors
Pennsylvania
$2.97M -$200K -3,217 -6%
FAT
1034
First American Trust
California
$2.97M -$6.79M -109,019 -70%
MFS
1035
Mattson Financial Services
Michigan
$2.96M +$5.82K +81 +0.2%
NP
1036
NorthRock Partners
Minnesota
$2.96M -$200K -3,215 -6%
JCM
1037
Janney Capital Management
Pennsylvania
$2.95M -$56.7K -911 -2%
UCB
1038
United Community Bank
South Carolina
$2.94M +$97.7K +1,570 +3%
IAS
1039
Investment Advisory Services
Texas
$2.94M -$154K -2,470 -5%
FPB
1040
First PREMIER Bank
South Dakota
$2.94M – – –
TC
1041
Truvestments Capital
Florida
$2.94M +$214K +3,436 +8%
HW
1042
Hancock Whitney
Mississippi
$2.93M +$236K +3,791 +9%
ADL
1043
Asset Dedication LLC
California
$2.93M -$868K -13,937 -23%
AIM
1044
Avity Investment Management
Connecticut
$2.93M -$87.5K -1,405 -3%
GC
1045
Gould Capital
Washington
$2.93M -$17.3K -278 -0.6%
TLP
1046
Trinity Legacy Partners
Texas
$2.93M +$2.74M +43,986 +1,458%
PAS
1047
Point72 Asia (Singapore)
Singapore
$2.92M +$1.45M +23,230 +98%
VNIM
1048
Vaughan Nelson Investment Management
Texas
$2.92M – – –
DK
1049
DJE Kapital
Germany
$2.92M +$2.92M +47,200 New
CCB
1050
Country Club Bank
Missouri
$2.91M +$130K +2,102 +5%
40 41
42
43 44