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 %
TFS
1126
Thoroughbred Financial Services
Tennessee
$2.49M +$82.5K +1,325 +3%
MMA
1127
Mizuho Markets Americas
New York
$2.48M -$2.85M -45,814 -53%
SIC
1128
Shoker Investment Counsel
Ohio
$2.48M +$40K +643 +2%
JCM
1129
Jag Capital Management
Missouri
$2.48M +$33.4K +536 +1%
OPTFSNA
1130
Old Point Trust & Financial Services N A
Virginia
$2.48M -$122K -1,966 -5%
BTD
1131
BankPlus Trust Department
Mississippi
$2.48M +$2.48M +39,758 New
GL
1132
Graypoint LLC
New York
$2.47M +$177K +2,842 +8%
RPWA
1133
Regent Peak Wealth Advisors
Georgia
$2.47M -$405K -22,658 -14%
SHFA
1134
SS&H Financial Advisors
Michigan
$2.46M – – –
WC
1135
Waterloo Capital
Texas
$2.45M +$256K +4,118 +12%
DDC
1136
DF Dent & Co
Maryland
$2.45M +$840K +13,491 +52%
GS
1137
GWN Securities
Florida
$2.45M +$2.45M +39,595 New
PAM
1138
Paradigm Asset Management
New York
$2.45M +$2.45M +39,300 New
SJIM
1139
St. Johns Investment Management
Florida
$2.45M +$7.22K +116 +0.3%
TBT
1140
Texas Bank & Trust
Texas
$2.44M +$2.44M +39,227 New
FBT
1141
First Bankers Trust
Kentucky
$2.44M +$10.5K +169 +0.4%
ECM
1142
Evergreen Capital Management
Washington
$2.44M -$24.2K -388 -1%
RMAM
1143
Raab & Moskowitz Asset Management
New Jersey
$2.44M -$157K -2,518 -6%
CCG
1144
Catalina Capital Group
California
$2.43M -$483K -7,762 -17%
EWM
1145
Empirical Wealth Management
Washington
$2.43M +$149K +2,394 +7%
BJL
1146
Brighton Jones LLC
Washington
$2.43M +$286K +4,591 +13%
CW
1147
Channel Wealth
California
$2.43M -$441K -7,081 -15%
SLI
1148
Sumitomo Life Insurance
Japan
$2.43M -$51.6K -829 -2%
Los Angeles Capital Management
1149
Los Angeles Capital Management
California
$2.42M -$61.8M -992,307 -96%
BW
1150
BIP Wealth
Georgia
$2.41M -$105K -1,689 -4%
44 45
46
47 48