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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 %
CAM
1501
Congress Asset Management
Massachusetts
$1.3M +$1.3M +20,951 New
LHC
1502
Little House Capital
Massachusetts
$1.3M +$319K +5,129 +33%
SL
1503
Salomon & Ludwin
Virginia
$1.3M -$49.8K -800 -4%
SA
1504
Strategic Advisors
New York
$1.3M +$67.7K +1,088 +5%
FC
1505
FORA Capital
Florida
$1.3M +$1.3M +20,872 New
IIC
1506
Integrated Investment Consultants
Michigan
$1.3M +$947K +15,204 +269%
AF
1507
Aviso Financial
Ontario, Canada
$1.3M +$249 +4 +0%
RGI
1508
River Global Investors
United Kingdom
$1.3M -$1.34M -21,436 -51%
WWA
1509
WCG Wealth Advisors
Nevada
$1.3M +$7.72K +124 +0.6%
FFA
1510
Founders Financial Alliance
North Carolina
$1.29M +$14K +225 +1%
AGP
1511
Autumn Glory Partners
Texas
$1.29M -$531K -8,533 -29%
JSL
1512
JT Stratford LLC
Georgia
$1.29M -$22.8K -366 -2%
WGAM
1513
Wilkinson Global Asset Management
New York
$1.29M – – –
HFS
1514
Heritage Financial Services
Massachusetts
$1.29M -$26.6K -428 -2%
PFSC
1515
Peoples Financial Services Corp
Pennsylvania
$1.29M -$58.3K -937 -4%
LAIC
1516
Lederer & Associates Investment Counsel
California
$1.29M – – –
ESB
1517
Essex Savings Bank
Connecticut
$1.28M +$121K +1,940 +10%
CFD
1518
Creative Financial Designs
Indiana
$1.27M -$17.4K -279 -1%
V
1519
VeraBank
Texas
$1.27M -$11.6K -186 -0.9%
BL
1520
Balentine LLC
Georgia
$1.27M -$503K -8,085 -28%
RAM
1521
Readystate Asset Management
Illinois
$1.27M +$1.27M +20,368 New
TPA
1522
Trivium Point Advisory
Connecticut
$1.27M +$135K +2,163 +12%
BFO
1523
Biltmore Family Office
North Carolina
$1.26M -$9.9K -159 -0.8%
HA
1524
Hanover Advisors
South Carolina
$1.26M – – –
BCP
1525
Berkeley Capital Partners
Georgia
$1.26M +$5.92K +95 +0.5%
59 60
61
62 63