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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 %
1SB
1551
1ST Source Bank
Indiana
$1.21M -$25.2K -405 -2%
MCM
1552
Monument Capital Management
Virginia
$1.21M +$148K +2,376 +14%
CAMG
1553
CWA Asset Management Group
Florida
$1.21M +$168K +2,706 +16%
NFA
1554
Northern Financial Advisors
Michigan
$1.21M +$6.1K +98 +0.5%
KFS
1555
Kurt F. Somerville
$1.21M -$69.7K -1,120 -5%
KC
1556
Knuff & Co
California
$1.21M -$120K -1,934 -9%
RWB
1557
RMR Wealth Builders
New Jersey
$1.2M -$1.09M -17,529 -48%
WW
1558
Waterfront Wealth
Kansas
$1.2M +$43.5K +699 +4%
CastleKeep Investment Advisors
1559
CastleKeep Investment Advisors
Connecticut
$1.2M +$135K +2,169 +13%
BFC
1560
Blue Fin Capital
Rhode Island
$1.19M +$1.56K +25 +0.1%
BPCE
1561
Bank Pictet & Cie (Europe)
Germany
$1.19M +$129K +2,072 +12%
BFW
1562
Brady Family Wealth
Missouri
$1.19M -$31.6K -508 -3%
BTC
1563
Bank & Trust Company
Illinois
$1.19M -$10.4K -167 -0.9%
FCB
1564
First County Bank
Connecticut
$1.19M -$264K -4,242 -18%
HCM
1565
HMS Capital Management
Tennessee
$1.19M -$13.9K -223 -1%
ST
1566
Smithfield Trust
Pennsylvania
$1.19M -$60.1K -965 -5%
DAM
1567
Delta Asset Management
Tennessee
$1.18M +$498 +8 +0%
SQA
1568
Simon Quick Advisors
New Jersey
$1.18M -$38K -611 -3%
GWM
1569
GSB Wealth Management
Connecticut
$1.18M +$30K +482 +3%
MIC
1570
Means Investment Company
Maine
$1.18M +$55.5K +891 +5%
HW
1571
Hedeker Wealth
Illinois
$1.17M +$17.1K +275 +1%
CF
1572
Claris Financial
Virginia
$1.17M +$1.17M +18,823 New
AF
1573
Alerus Financial
North Dakota
$1.17M -$2.12K -34 -0.2%
CWP
1574
Core Wealth Partners
California
$1.17M – – –
WA
1575
WBH Advisory
Maryland
$1.17M -$157K -2,523 -12%
61 62
63
64 65