KO icon

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 %
EFM
1076
E Fund Management
China
$2.73M +$1.02M +16,366 +59%
IAS
1077
Insigneo Advisory Services
Florida
$2.73M -$259K -4,155 -9%
MCM
1078
Mill Capital Management
North Carolina
$2.73M – – –
HI
1079
Harbour Investments
Wisconsin
$2.73M +$211K +3,388 +8%
PIA
1080
Perennial Investment Advisors
California
$2.72M -$3.67K -59 -0.1%
CIA
1081
Cape Investment Advisory
Georgia
$2.72M -$45.1K -724 -2%
FMB
1082
Field & Main Bank
Kentucky
$2.72M +$153K +2,455 +6%
PAM
1083
Palisade Asset Management
Minnesota
$2.71M +$148K +2,371 +6%
IIM
1084
Ipswich Investment Management
Massachusetts
$2.71M -$134K -2,160 -5%
HDIM
1085
Hanson & Doremus Investment Management
Vermont
$2.71M +$279K +4,484 +11%
ELI
1086
Empire Life Investments
Ontario, Canada
$2.71M +$2.71M +43,459 New
BFM
1087
Boston Financial Management
Massachusetts
$2.71M +$180K +2,895 +7%
DWM
1088
Diversify Wealth Management
Utah
$2.68M +$1.02M +16,759 +62%
CIA
1089
Citadel Investment Advisory
Ohio
$2.68M -$5.66K -91 -0.2%
CCM
1090
Chickasaw Capital Management
Tennessee
$2.68M -$4.98K -80 -0.2%
RCM
1091
Radnor Capital Management
Pennsylvania
$2.68M -$1.54M -24,800 -37%
FNT
1092
First National Trust
Pennsylvania
$2.67M -$6.85K -110 -0.3%
TBNY
1093
Trustco Bank (New York)
New York
$2.67M -$78.5K -1,261 -3%
MWA
1094
Meridian Wealth Advisors
Texas
$2.67M +$28.3K +455 +1%
GD
1095
Grandfield & Dodd
New York
$2.66M – – –
QCG
1096
Quadrant Capital Group
Ohio
$2.65M -$175K -2,807 -6%
SIAG
1097
Signet Investment Advisory Group
Rhode Island
$2.65M +$25K +402 +1%
LS
1098
Leelyn Smith
Illinois
$2.64M +$15K +241 +0.6%
WAP
1099
Wealthcare Advisory Partners
Pennsylvania
$2.64M +$26.3K +423 +1%
BB
1100
Busey Bank
Illinois
$2.63M -$68.5K -1,100 -3%
42 43
44
45 46