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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 %
FAIM
1301
Financial Advocates Investment Management
Washington
$1.79M +$96.6K +1,551 +6%
SWM
1302
SeaCrest Wealth Management
New York
$1.79M -$23.7K -380 -1%
BP
1303
BBR Partners
New York
$1.79M +$204K +3,282 +13%
VAS
1304
Valicenti Advisory Services
New York
$1.79M -$52.7K -846 -3%
SSA
1305
Schonfeld Strategic Advisors
New York
$1.78M -$1.15M -18,441 -39%
NSAM
1306
North Star Asset Management
Wisconsin
$1.78M -$311 -5 -0%
CT
1307
Chicago Trust
Illinois
$1.78M -$147K -2,365 -8%
MSFP
1308
Mark Sheptoff Financial Planning
Connecticut
$1.78M +$374 +6 +0%
LCM
1309
LVM Capital Management
Michigan
$1.77M -$6.1K -98 -0.3%
PL
1310
Perpetual Ltd
Australia
$1.77M – – –
GWP
1311
Gen-Wealth Partners
Michigan
$1.76M +$85K +1,365 +5%
CMI
1312
Clare Market Investments
Texas
$1.76M -$116K -1,858 -6%
LWP
1313
LMG Wealth Partners
Louisiana
$1.75M +$9.03K +145 +0.5%
FFS
1314
Founders Financial Securities
Maryland
$1.75M -$17.7K -285 -1%
FFN
1315
Focus Financial Network
Minnesota
$1.75M +$41K +658 +2%
SIA
1316
Schechter Investment Advisors
Michigan
$1.75M -$109K -1,753 -6%
EFMC
1317
Empire Financial Management Company
New York
$1.74M -$25.7K -413 -1%
DCM
1318
Davis Capital Management
Florida
$1.74M -$11.8K -190 -0.7%
BBA
1319
Baader Bank Aktiengesellschaft
Germany
$1.72M -$504K -8,092 -23%
CIS
1320
Capital International Sarl
California
$1.72M +$1.39M +22,349 +421%
CP
1321
Cornerstone Planning
North Carolina
$1.72M +$1.72M +27,663 New
GWSG
1322
GPS Wealth Strategies Group
Colorado
$1.72M -$762K -12,247 -31%
MRP
1323
Measured Risk Portfolios
California
$1.72M +$1.72M +27,623 New
WFS
1324
Widmann Financial Services
Maryland
$1.71M +$37.2K +597 +2%
SB
1325
Sunflower Bank
Texas
$1.71M +$24.9K +400 +1%
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