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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 %
JGIA
1476
Jackson Grant Investment Advisers
Connecticut
$1.36M +$7.22K +116 +0.5%
CPSAC
1477
Chas P. Smith & Associates (CPS)
Florida
$1.36M +$40K +642 +3%
WC
1478
Wynn Capital
Georgia
$1.36M +$29.3K +470 +2%
TCPW
1479
Twin City Private Wealth
North Carolina
$1.36M -$67.2K -1,080 -5%
NSB
1480
Norway Savings Bank
Maine
$1.36M -$20.5K -330 -1%
DBRC
1481
D.B. Root & Company
Pennsylvania
$1.36M -$35.7K -574 -3%
WAL
1482
W Advisors LLC
Tennessee
$1.36M -$311 -5 -0%
GM
1483
GeoWealth Management
Illinois
$1.35M -$311K -4,998 -19%
Edgewood Management
1484
Edgewood Management
Connecticut
$1.35M – – –
BCB
1485
Brian C. Broderick
$1.35M – – –
CFP
1486
Catalyst Financial Partners
Massachusetts
$1.35M +$52.5K +844 +4%
LNB
1487
Ledyard National Bank
$1.34M +$149K +2,398 +13%
AWM
1488
Avior Wealth Management
Nebraska
$1.34M +$43K +691 +3%
AIS
1489
AM Investment Strategies
Tennessee
$1.33M -$9.15K -147 -0.7%
BCA
1490
Bay Colony Advisors
Massachusetts
$1.33M +$1.25K +20 +0.1%
SMA
1491
Sage Mountain Advisors
Georgia
$1.33M +$32.9K +528 +3%
KIG
1492
Kennedy Investment Group
New Jersey
$1.33M -$17.4K -279 -1%
LT
1493
Lindsell Train
United Kingdom
$1.31M – – –
AFS
1494
Access Financial Services
Minnesota
$1.31M -$3.61K -58 -0.3%
AB
1495
Atlas Brown
Kentucky
$1.31M +$10.3K +166 +0.8%
SHWM
1496
Smith & Howard Wealth Management
Georgia
$1.31M -$16K -257 -1%
CCM
1497
Canal Capital Management
Virginia
$1.31M +$846K +13,593 +183%
AWM
1498
Avitas Wealth Management
California
$1.31M +$6.23K +100 +0.5%
HSA
1499
Hussman Strategic Advisors
Maryland
$1.31M +$654K +10,500 +100%
WEG
1500
World Equity Group
Illinois
$1.31M +$11.8K +189 +0.9%
58 59
60
61 62