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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 %
ECA
1401
Elevate Capital Advisors
Colorado
$1.52M +$1.52M +24,348 New
SFS
1402
Stiles Financial Services
Minnesota
$1.51M -$85.3K -1,370 -5%
BAM
1403
Brave Asset Management
New Jersey
$1.51M -$4.67K -75 -0.3%
HIP
1404
Harrell Investment Partners
Texas
$1.51M – – –
PHS
1405
Pekin Hardy Strauss
Illinois
$1.51M -$18.4K -296 -1%
SNBOSD
1406
Security National Bank of So Dak
Iowa
$1.5M -$10.8K -174 -0.7%
SCA
1407
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M – – –
GB
1408
Goepper Burkhardt
South Carolina
$1.5M -$77K -1,236 -5%
SIM
1409
Stratos Investment Management
Ohio
$1.5M -$42.5K -683 -3%
MFA
1410
Mayflower Financial Advisors
Massachusetts
$1.49M +$76.3K +1,225 +5%
ACP
1411
Aviance Capital Partners
Florida
$1.49M +$10.6K +171 +0.7%
KFI
1412
Key Financial Inc
Pennsylvania
$1.49M +$31.3K +502 +2%
FBFS
1413
First Business Financial Services
Wisconsin
$1.49M +$38K +610 +3%
BDLIB
1414
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.49M +$1.49M +24,031 New
RGC
1415
Roberts, Glore & Co
Illinois
$1.49M – – –
AWP
1416
Accretive Wealth Partners
New Jersey
$1.49M +$9.15K +147 +0.6%
SB
1417
Strategic Blueprint
Georgia
$1.49M +$58.6K +942 +4%
PCM
1418
Prelude Capital Management
New York
$1.48M -$492K -7,903 -25%
FSA
1419
Financial Security Advisor
Virginia
$1.48M +$16.8K +270 +1%
CA
1420
Carson Advisory
Georgia
$1.48M -$15.7K -252 -1%
SAF
1421
Smith Anglin Financial
Texas
$1.47M +$12.9K +207 +0.9%
DTC
1422
Davidson Trust Company
Washington
$1.47M +$7.1K +114 +0.5%
WC
1423
Westhampton Capital
North Carolina
$1.47M -$311 -5 -0%
TP
1424
Tranquility Partners
Tennessee
$1.47M -$3.86K -62 -0.3%
CWM
1425
Chesapeake Wealth Management
Virginia
$1.47M +$8.78K +141 +0.6%
55 56
57
58 59