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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 %
AFG
1276
Atomi Financial Group
New York
$1.88M +$228K +3,667 +14%
BWP
1277
BSW Wealth Partners
Colorado
$1.88M +$47.9K +770 +3%
VC
1278
Veracity Capital
Georgia
$1.87M -$31.5K -506 -2%
LSAG
1279
Lake Street Advisors Group
New Hampshire
$1.87M +$121K +1,946 +7%
DI
1280
Diligent Investors
California
$1.86M -$5.92K -95 -0.3%
APG
1281
Abacus Planning Group
South Carolina
$1.86M +$5.42K +87 +0.3%
RWP
1282
Ridgecrest Wealth Partners
California
$1.85M +$11K +177 +0.6%
APWA
1283
Atlas Private Wealth Advisors
New Jersey
$1.85M +$25.7K +413 +1%
WFS
1284
Walker Financial Services
Kentucky
$1.85M +$91.7K +1,472 +5%
BE
1285
Bonness Enterprises
District of Columbia
$1.84M – – –
HB
1286
HTLF Bank
Colorado
$1.84M -$83.6K -1,342 -4%
EM
1287
Excalibur Management
Massachusetts
$1.83M +$10K +161 +0.6%
FCP
1288
Fidelis Capital Partners
Florida
$1.83M -$225K -3,549 -11%
HWMO
1289
Heritage Wealth Management (Ohio)
Ohio
$1.83M -$18.5K -297 -1%
FGC
1290
Financial Gravity Companies
Texas
$1.83M +$64.8K +1,040 +4%
TF
1291
Tompkins Financial
New York
$1.83M +$28.3K +454 +2%
LA
1292
LVW Advisors
New York
$1.82M -$91.1K -1,464 -5%
IB
1293
Intrust Bank
Kansas
$1.81M +$67.9K +1,090 +4%
SWM
1294
Silverlake Wealth Management
Vermont
$1.81M -$86.4K -1,387 -5%
DL
1295
DOHJ LLC
Washington
$1.81M -$33.9K -544 -2%
WT
1296
Washington Trust
Rhode Island
$1.81M -$81.1K -1,303 -4%
SCM
1297
Schnieders Capital Management
California
$1.81M -$377K -6,050 -17%
CCIA
1298
Campbell & Co Investment Adviser
Maryland
$1.8M +$1.8M +28,876 New
LRPA
1299
L. Roy Papp & Associates
Arizona
$1.79M +$1.81K +29 +0.1%
LF
1300
Lee Financial
Texas
$1.79M -$40.9K -657 -2%
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