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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 %
MWM
1201
Massachusetts Wealth Management
Massachusetts
$2.16M +$7.78K +125 +0.4%
OPCM
1202
Osborne Partners Capital Management
California
$2.16M -$20.2K -325 -0.9%
AMG
1203
Advisors Management Group
Wisconsin
$2.16M -$30.7K -493 -1%
PCG
1204
PFC Capital Group
California
$2.16M – – –
KCM
1205
Kerusso Capital Management
North Carolina
$2.16M +$4.79K +77 +0.2%
NIM
1206
Northeast Investment Management
Massachusetts
$2.15M -$2.49K -40 -0.1%
PI
1207
PGGM Investments
Netherlands
$2.15M -$4.64M -74,451 -68%
CIA
1208
Cohen Investment Advisors
New Hampshire
$2.15M +$55.6K +893 +3%
RCG
1209
Regatta Capital Group
California
$2.15M -$100K -1,611 -4%
PFA
1210
Pathway Financial Advisers
Indiana
$2.14M -$152M -2,444,041 -99%
MWM
1211
Modern Wealth Management
Kansas
$2.14M +$236K +3,795 +12%
MWA
1212
MFA Wealth Advisors
Pennsylvania
$2.14M +$181K +2,906 +9%
SMC
1213
Smith, Moore & Co
Missouri
$2.14M -$98.2K -1,577 -4%
WCM
1214
Whitener Capital Management
North Carolina
$2.14M +$41.9K +673 +2%
AWE
1215
Avidian Wealth Enterprises
Texas
$2.13M +$23.2K +372 +1%
FHA
1216
Flagship Harbor Advisors
Massachusetts
$2.13M +$97K +1,558 +5%
TIM
1217
Thompson Investment Management
Wisconsin
$2.12M – – –
IIA
1218
ICW Investment Advisors
Arizona
$2.12M +$20.4K +328 +1%
VF
1219
Virtu Financial
New York
$2.12M +$2.12M +34,026 New
BCM
1220
BluePath Capital Management
Georgia
$2.1M +$374K +6,071 +22%
AO
1221
Advisor OS
Illinois
$2.1M +$133K +2,142 +7%
NFC
1222
Northeast Financial Consultants
Connecticut
$2.1M -$57.3K -921 -3%
AB
1223
ANB Bank
Colorado
$2.07M +$2.07M +33,259 New
RMSCM
1224
R.M. Sincerbeaux Capital Management
New York
$2.07M -$56K -900 -3%
CAC
1225
Certified Advisory Corp
Florida
$2.07M +$20.3K +326 +1%
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