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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 %
MAM
1051
Magellan Asset Management
Australia
$2.91M -$232K -3,722 -7%
DCM
1052
Decatur Capital Management
Georgia
$2.9M -$42.5K -682 -1%
BFO
1053
Boston Family Office
Massachusetts
$2.9M -$12.7K -204 -0.4%
FFM
1054
Forum Financial Management
Illinois
$2.89M +$570K +9,161 +25%
BWP
1055
Baldwin Wealth Partners
Massachusetts
$2.89M -$120K -1,929 -4%
CCIA
1056
Cherry Creek Investment Advisors
Colorado
$2.87M +$14.1K +227 +0.5%
EIA
1057
Edgemoor Investment Advisors
Maryland
$2.86M +$2.52M +40,530 +741%
CIAS
1058
CFS Investment Advisory Services
New Jersey
$2.86M +$181K +2,913 +7%
NP
1059
Nilsine Partners
Colorado
$2.85M +$260K +4,175 +10%
4WM
1060
44 Wealth Management
Oregon
$2.85M -$85.9K -1,380 -3%
TTWM
1061
TCV Trust & Wealth Management
Virginia
$2.85M -$55.4K -890 -2%
VCM
1062
Violich Capital Management
California
$2.82M -$24.9K -400 -0.9%
TIM
1063
Tikehau Investment Management
France
$2.82M -$3.21M -51,543 -53%
RBI
1064
Raiffeisen Bank International
Austria
$2.81M +$2.81M +45,307 New
HIM
1065
Harbour Investment Management
Washington
$2.8M +$6.97K +112 +0.2%
SM
1066
Sciencast Management
New Jersey
$2.78M +$516K +8,280 +23%
GCM
1067
Gables Capital Management
Florida
$2.78M -$53.3K -856 -2%
CFM
1068
Catalyst Funds Management
Australia
$2.77M +$1.1M +17,665 +66%
PCA
1069
Providence Capital Advisors
North Carolina
$2.77M +$16.4K +264 +0.6%
AWA
1070
Arete Wealth Advisors
Illinois
$2.75M +$785K +12,628 +40%
NWM
1071
Northcape Wealth Management
New York
$2.75M +$15.6K +251 +0.6%
CI
1072
Capital International
California
$2.75M +$2.75M +44,161 New
MMHP
1073
Murphy Middleton Hinkle & Parker
Georgia
$2.75M -$94K -1,510 -3%
BBWA
1074
Bell & Brown Wealth Advisors
California
$2.74M +$123K +1,977 +5%
WWM
1075
Western Wealth Management
Colorado
$2.74M -$1.37M -22,048 -33%
41 42
43
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