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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 %
LG
1226
LaFleur & Godfrey
Michigan
$2.06M -$128K -2,055 -6%
CBTWT
1227
Community Bank & Trust (Waco, Texas)
Texas
$2.06M +$98.2K +1,577 +5%
UWP
1228
Uniting Wealth Partners
Kansas
$2.06M +$2.06M +33,116 New
CCA
1229
Cobblestone Capital Advisors
New York
$2.06M -$2.43K -39 -0.1%
I
1230
INVST
Indiana
$2.06M +$14.7K +236 +0.7%
MAWAG
1231
Mid-American Wealth Advisory Group
Missouri
$2.06M -$19.6K -315 -0.9%
BCMO
1232
Buckingham Capital Management (Ohio)
Ohio
$2.05M +$56.2K +902 +3%
DWT
1233
Dorsey & Whitney Trust
South Dakota
$2.04M +$174K +2,792 +9%
CLA
1234
Carnegie Lake Advisors
New Jersey
$2.04M -$49.8K -800 -2%
GWM
1235
Geneos Wealth Management
Colorado
$2.03M +$11.8K +190 +0.6%
TS
1236
Triglav Skladi
Slovenia
$2.03M +$2.03M +32,627 New
WIC
1237
Wilkins Investment Counsel
Massachusetts
$2.03M -$2.55K -41 -0.1%
PIM
1238
Penobscot Investment Management
Massachusetts
$2.03M +$25.8K +415 +1%
RFM
1239
Royal Fund Management
Florida
$2.03M +$456K +7,313 +29%
MGWM
1240
Marks Group Wealth Management
Minnesota
$2.02M -$4.98K -80 -0.2%
SLFPAM
1241
St. Louis Financial Planners Asset Management
Missouri
$2.02M +$3.86K +62 +0.2%
PCA
1242
Peddock Capital Advisors
Massachusetts
$2.02M – – –
FNBOO
1243
First National Bank of Omaha
Nebraska
$2.02M +$78.4K +1,260 +4%
AF
1244
Arrow Financial
New York
$2.01M +$19.7K +317 +1%
RC
1245
Roundview Capital
New Jersey
$2.01M -$9.9K -159 -0.5%
SAI
1246
Savvy Advisors Inc
New York
$2.01M +$370K +5,942 +23%
PWS
1247
Proactive Wealth Strategies
Georgia
$2.01M +$46.4K +745 +2%
OWP
1248
Obermeyer Wealth Partners
Colorado
$1.99M +$14.3K +230 +0.7%
FIM
1249
Fruth Investment Management
Texas
$1.99M -$1.56K -25 -0.1%
AWA
1250
Aaron Wealth Advisors
Illinois
$1.99M +$18.9K +303 +1%
48 49
50
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