KO icon

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 %
BOPW
1426
Brandywine Oak Private Wealth
Pennsylvania
$1.47M -$78.8K -1,265 -5%
PPA
1427
Painted Porch Advisors
California
$1.46M -$53.2K -855 -4%
LCG
1428
Lakeshore Capital Group
Illinois
$1.46M +$1.46M +23,461 New
GC
1429
Grimes & Company
Massachusetts
$1.46M +$57.3K +921 +4%
CWG
1430
Cornerstone Wealth Group
North Carolina
$1.46M +$25K +401 +2%
AI
1431
Atom Investors
Texas
$1.46M +$1.11M +17,871 +325%
NERM
1432
New England Research & Management
Illinois
$1.46M -$70K -1,125 -5%
SF
1433
Symphony Financial
Texas
$1.45M -$23.8K -381 -2%
GA
1434
Guerra Advisors
Florida
$1.45M +$1.45M +23,236 New
NFG
1435
Nations Financial Group
Iowa
$1.45M -$113K -1,810 -7%
KLCM
1436
KG&L Capital Management
Louisiana
$1.45M +$605K +9,712 +72%
OWA
1437
Octavia Wealth Advisors
Ohio
$1.45M +$28K +449 +2%
SWM
1438
Segment Wealth Management
Texas
$1.44M +$1.18K +19 +0.1%
SXL
1439
Summit X LLC
Missouri
$1.44M -$17.6K -283 -1%
BFA
1440
Beaumont Financial Advisors
Massachusetts
$1.44M -$233K -3,749 -14%
AG
1441
AIA Group
Hong Kong
$1.43M -$1.02M -16,328 -42%
HNWAG
1442
High Net Worth Advisory Group
Florida
$1.43M -$122K -1,963 -8%
BFC
1443
Bedel Financial Consulting
Indiana
$1.43M -$23.2K -367 -2%
SIM
1444
Sentry Investment Management
Wisconsin
$1.43M -$145K -2,333 -9%
SSI
1445
Scott & Selber Inc
Texas
$1.43M -$26.6K -427 -2%
BCG
1446
BayBridge Capital Group
California
$1.43M +$62.2K +999 +5%
STA
1447
Smith Thornton Advisors
Alabama
$1.43M +$15.6K +251 +1%
CFFP
1448
Center for Financial Planning
Michigan
$1.42M -$19.3K -310 -1%
TPI
1449
Trust Point Inc
Wisconsin
$1.42M +$62.6K +1,006 +5%
IHL
1450
Investment House LLC
California
$1.42M -$62.3K -1,000 -4%
56 57
58
59 60