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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 %
CFMC
1351
Curbstone Financial Management Corp
New Hampshire
$1.65M +$49.3K +792 +3%
AIIMS
1352
Analyst IMS Investment Management Services
Israel
$1.64M +$305K +4,902 +23%
FWCM
1353
Ferguson Wellman Capital Management
Oregon
$1.64M +$68.7K +1,104 +4%
BHC
1354
Bowen Hanes & Co
Florida
$1.64M -$9.65K -155 -0.6%
KTC
1355
Kentucky Trust Company
Kentucky
$1.64M +$1.64M +26,369 New
LC
1356
Lindbrook Capital
California
$1.64M -$11K -176 -0.7%
CAM
1357
Cypress Asset Management
Texas
$1.63M -$460K -7,151 -22%
WCM
1358
Weaver Capital Management
Georgia
$1.63M -$16.8K -270 -1%
AMIM
1359
Aull & Monroe Investment Management
Alabama
$1.63M -$65.1K -1,045 -4%
TIM
1360
Tevis Investment Management
Texas
$1.63M +$2.18K +35 +0.1%
MCM
1361
Manchester Capital Management
Vermont
$1.63M -$377K -6,055 -19%
BB
1362
Bell Bank
North Dakota
$1.63M +$55.9K +898 +4%
PFM
1363
Premier Fund Managers
United Kingdom
$1.62M +$684K +11,025 +73%
HCM
1364
Howard Capital Management
Georgia
$1.62M +$99.6K +1,599 +7%
HCM
1365
Hall Capital Management
Rhode Island
$1.61M +$1.61M +25,937 New
GF
1366
Gries Financial
Ohio
$1.61M -$24.8K -399 -2%
FBT
1367
First Bank & Trust
South Dakota
$1.61M -$125K -2,003 -7%
XF
1368
XML Financial
Maryland
$1.61M +$71.3K +1,146 +5%
CGL
1369
Clarius Group LLC
Washington
$1.6M -$2.62K -42 -0.2%
VIP
1370
Vista Investment Partners
Oklahoma
$1.6M +$34.3K +551 +2%
TCM
1371
TD Capital Management
Tennessee
$1.59M +$1.18K +19 +0.1%
WG
1372
Wealth Group
North Carolina
$1.59M +$30.9K +497 +2%
BCP
1373
Blackhawk Capital Partners
Wisconsin
$1.59M +$399K +6,409 +34%
PFBT
1374
Parkside Financial Bank & Trust
Missouri
$1.59M +$2.43K +39 +0.2%
DJSG
1375
D.J. St. Germain
Massachusetts
$1.58M +$235K +3,774 +17%
53 54
55
56 57