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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 %
ITFISA
1101
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.63M +$310K +5,000 +13%
JIP
1102
Jaffetilchin Investment Partners
Florida
$2.62M +$18.2K +292 +0.7%
QI
1103
Qtron Investments
Massachusetts
$2.62M -$581K -9,337 -18%
MSA
1104
Marino Stram & Associates
Massachusetts
$2.61M -$12.3K -198 -0.5%
COI
1105
Connable Office Inc
Michigan
$2.61M -$35.4K -569 -1%
MWM
1106
Moran Wealth Management
Florida
$2.61M +$167K +2,684 +7%
IBOK
1107
Independence Bank of Kentucky
Kentucky
$2.6M +$110K +1,766 +4%
DWM
1108
DecisionMap Wealth Management
Virginia
$2.58M +$2.58M +41,496 New
WP
1109
WMS Partners
Maryland
$2.58M -$116K -1,870 -4%
AMBIA
1110
Allen Mooney & Barnes Investment Advisors
Georgia
$2.58M +$14.3K +230 +0.6%
VA
1111
Valmark Advisers
Ohio
$2.57M +$120K +1,928 +5%
UAS
1112
United Asset Strategies
New York
$2.54M +$178K +2,863 +8%
PF
1113
Phoenix Financial
Israel
$2.54M -$388K -6,230 -13%
CTFG
1114
Capstone Triton Financial Group
Oklahoma
$2.53M +$20.3K +326 +0.8%
PCG
1115
Prosperity Consulting Group
Maryland
$2.52M -$48.1K -773 -2%
MWM
1116
Meridian Wealth Management
Kentucky
$2.52M -$48.2K -774 -2%
PWG
1117
Portside Wealth Group
Utah
$2.52M +$12.3K +197 +0.5%
VCM
1118
Voleon Capital Management
California
$2.51M +$2.51M +40,357 New
OAM
1119
Ostrum Asset Management
France
$2.51M -$1.68M -26,917 -40%
CI
1120
Cigna Investments
Connecticut
$2.5M -$5.42K -87 -0.2%
CCM
1121
Campbell Capital Management
Florida
$2.5M -$16.1K -259 -0.6%
DCM
1122
Dudley Capital Management
Virginia
$2.5M -$60.5K -971 -2%
WKWM
1123
Walter & Keenan Wealth Management
Indiana
$2.49M +$1.18K +19 +0%
HIC
1124
Holderness Investments Company
North Carolina
$2.49M -$10.5K -169 -0.4%
FFA
1125
Farther Finance Advisors
California
$2.49M -$14.7K -236 -0.6%
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