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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 %
AWM
1251
Aprio Wealth Management
Georgia
$1.98M -$50.7K -814 -2%
RCM
1252
Raleigh Capital Management
North Carolina
$1.98M +$207K +3,317 +12%
LWL
1253
Leo Wealth LLC
Texas
$1.98M +$842K +13,529 +74%
MCP
1254
Martin Capital Partners
Oregon
$1.98M -$2.48M -39,862 -56%
BMWS
1255
Brady Martz Wealth Solutions
North Dakota
$1.97M +$1.97M +31,820 New
KFC
1256
Klingenstein Fields & Co
New York
$1.97M -$41.7K -670 -2%
KA
1257
Kovack Advisors
Florida
$1.97M -$29.4K -473 -1%
TCA
1258
Transcend Capital Advisors
New Jersey
$1.95M -$136K -2,181 -7%
RCAG
1259
Rehmann Capital Advisory Group
Michigan
$1.94M +$48.7K +782 +3%
AAG
1260
Armstrong Advisory Group
Massachusetts
$1.94M +$436 +7 +0%
XSC
1261
X-Square Capital
Puerto Rico
$1.94M +$25.7K +413 +1%
AC
1262
Avestar Capital
New York
$1.93M +$94K +1,509 +5%
ATC
1263
Adirondack Trust Company
New York
$1.93M -$4.48K -72 -0.2%
LCM
1264
Landscape Capital Management
New Jersey
$1.93M +$1.19M +19,036 +159%
GITFIT
1265
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.93M +$342K +5,500 +22%
CCP
1266
Clarkston Capital Partners
Michigan
$1.92M – – –
FAM
1267
Fairtree Asset Management
South Africa
$1.92M +$1.92M +30,901 New
EB
1268
Exchange Bank
California
$1.92M – – –
AF
1269
Atala Financial
California
$1.91M +$1.91M +30,677 New
ACMA
1270
Arbor Capital Management (Alaska)
Alaska
$1.9M +$34.3K +543 +2%
WAS
1271
Winch Advisory Services
Wisconsin
$1.89M +$164K +2,631 +9%
KFGK
1272
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$8.34K +134 +0.4%
MM
1273
Meridian Management
Arkansas
$1.88M -$8.97K -144 -0.5%
CTC
1274
Cetera Trust Company
Minnesota
$1.88M +$51.7K +830 +3%
CFG
1275
Chapman Financial Group
Hawaii
$1.88M +$1.88M +30,202 New
49 50
51
52 53