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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 %
YCG
1151
Yeomans Consulting Group
Georgia
$2.4M -$181K -2,904 -7%
BCFS
1152
Butensky & Cohen Financial Security
Florida
$2.39M -$765K -12,287 -24%
CCWA
1153
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.39M +$363K +5,836 +18%
BDS
1154
Banco de Sabadell
Florida
$2.39M +$232K +3,722 +11%
LIA
1155
LBMC Investment Advisors
Tennessee
$2.39M +$996 +16 +0%
SAM
1156
Smartleaf Asset Management
Massachusetts
$2.38M +$340K +5,482 +17%
RCM
1157
RB Capital Management
Nevada
$2.37M -$80.2K -1,288 -3%
BTW
1158
Boston Trust Walden
Massachusetts
$2.37M -$32.6K -524 -1%
SWM
1159
Spire Wealth Management
Virginia
$2.37M -$173K -2,777 -7%
ECM
1160
Eisler Capital Management
United Kingdom
$2.37M +$2.37M +38,294 New
ACM
1161
Allred Capital Management
Texas
$2.36M +$5.04K +81 +0.2%
CUAMC
1162
China Universal Asset Management Company
China
$2.35M +$346K +5,565 +17%
JE
1163
JMAC Enterprises
Pennsylvania
$2.34M +$2.55K +41 +0.1%
CFO
1164
CVA Family Office
Colorado
$2.33M +$62.6K +1,005 +3%
CIAS
1165
Capital Investment Advisory Services
North Carolina
$2.33M +$67.3K +1,081 +3%
GS
1166
GTS Securities
New York
$2.33M +$815K +13,086 +54%
MWM
1167
Mission Wealth Management
California
$2.33M +$15K +241 +0.6%
SBH
1168
Segall Bryant & Hamill
Illinois
$2.32M -$4.05K -65 -0.2%
HT
1169
Heritage Trust
Oklahoma
$2.32M +$2.32M +37,200 New
LFG
1170
Larson Financial Group
Missouri
$2.31M +$290K +4,661 +14%
HBT
1171
Hills Bank & Trust
Iowa
$2.31M +$69.3K +1,113 +3%
KFP
1172
Keystone Financial Planning
Ohio
$2.31M -$14.9K -240 -0.6%
LFA
1173
Legacy Financial Advisors
Kentucky
$2.3M +$7.28K +117 +0.3%
GFA
1174
Gifford Fong Associates
California
$2.3M – – –
SWP
1175
Sagespring Wealth Partners
Tennessee
$2.28M +$2.28M +36,673 New
45 46
47
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