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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 %
JWA
1326
JFS Wealth Advisors
Pennsylvania
$1.71M -$7.47K -120 -0.4%
MKA
1327
M. Kulyk & Associates
Georgia
$1.71M +$19K +305 +1%
EA
1328
Eclectic Associates
California
$1.7M +$17.2K +277 +1%
WWM
1329
Wolff Wiese Magana
California
$1.7M +$62.4K +1,002 +4%
NL
1330
NWAM LLC
Washington
$1.7M -$18.1K -291 -1%
TA
1331
TFG Advisers
Michigan
$1.69M +$32.7K +526 +2%
SLA
1332
Silver Lake Advisory
Utah
$1.69M +$21.4K +343 +1%
NGA
1333
Naples Global Advisors
Florida
$1.68M +$18.9K +304 +1%
CBA
1334
Coastal Bridge Advisors
Connecticut
$1.68M +$6.04K +97 +0.4%
FWM
1335
Finer Wealth Management
Massachusetts
$1.68M -$125 -2 -0%
MEAC
1336
M.E. Allison & Co
Texas
$1.68M +$1.68M +27,008 New
SB
1337
SIG Brokerage
New York
$1.68M +$1.68M +26,985 New
PWA
1338
Providence Wealth Advisors
Illinois
$1.68M -$32K -525 -2%
SWMG
1339
Stillwater Wealth Management Group
Florida
$1.68M +$1.68M +26,914 New
HI
1340
Hudock Inc
Pennsylvania
$1.68M -$311 -5 -0%
LA
1341
Legacy Advisors
Pennsylvania
$1.68M -$1M -16,119 -37%
CCWM
1342
Correct Capital Wealth Management
Missouri
$1.67M +$130K +2,085 +8%
IAIM
1343
International Assets Investment Management
Florida
$1.66M -$106M -1,717,402 -98%
NFSG
1344
Newbridge Financial Services Group
Florida
$1.66M +$638K +10,240 +62%
EF
1345
Exeter Financial
Arizona
$1.66M -$99.7K -1,602 -6%
AWAG
1346
ARS Wealth Advisors Group
Florida
$1.66M +$908K +14,584 +121%
PWW
1347
Pettyjohn Wood & White
Virginia
$1.65M +$49.8K +800 +3%
BCM
1348
Boltwood Capital Management
California
$1.65M -$8.72K -140 -0.5%
Jennison Associates
1349
Jennison Associates
New York
$1.65M -$232K -3,722 -12%
BFA
1350
Beacon Financial Advisory
Ohio
$1.65M +$726K +11,656 +78%
52 53
54
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