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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 %
CAC
1576
Core Alternative Capital
Georgia
$1.16M +$3.05K +49 +0.3%
ZIG
1577
Zullo Investment Group
Pennsylvania
$1.16M +$12K +192 +1%
FTC
1578
Farmers Trust Company
Ohio
$1.16M -$17.4K -280 -1%
HDA
1579
Harold Davidson & Associates
California
$1.16M +$1.16M +18,576 New
MFP
1580
Meridian Financial Partners
Virginia
$1.16M +$38K +611 +3%
RMDI
1581
R.M. Davis Inc
Maine
$1.15M +$60.5K +972 +6%
HVP
1582
Hudson Value Partners
Florida
$1.15M -$101K -1,615 -8%
WF
1583
WinCap Financial
Massachusetts
$1.15M +$1.15M +18,463 New
CCG
1584
Ceeto Capital Group
Florida
$1.14M – – –
SWM
1585
Sendero Wealth Management
Texas
$1.14M – – –
FWP
1586
FAS Wealth Partners
Kansas
$1.14M -$36.9K -593 -3%
HAM
1587
Harmony Asset Management
Arizona
$1.14M -$54K -868 -5%
ONST
1588
Old North State Trust
North Carolina
$1.14M -$18.7K -300 -2%
MC
1589
Martin & Co
Tennessee
$1.14M -$50.8K -816 -4%
TIAAOA
1590
Teachers Insurance & Annuity Association of America
New York
$1.14M – – –
AT
1591
American Trust
Kentucky
$1.14M +$42.8K +688 +4%
FVWA
1592
Foster Victor Wealth Advisors
South Carolina
$1.14M +$259K +4,123 +29%
DWM
1593
Darwin Wealth Management
Florida
$1.13M -$217K -3,485 -16%
FA
1594
Fiduciary Alliance
South Carolina
$1.13M +$529K +8,499 +88%
PFT
1595
Providence First Trust
Arizona
$1.13M -$12.5K -200 -1%
TAM
1596
Townsend Asset Management
North Carolina
$1.13M -$99.7K -1,601 -8%
BPC
1597
Bearing Point Capital
Minnesota
$1.13M +$1.13M +18,125 New
CG
1598
Corundum Group
Colorado
$1.13M +$475K +7,623 +73%
MW
1599
Marcum Wealth
Ohio
$1.13M +$19.5K +313 +2%
WCM
1600
Windsor Capital Management
Arizona
$1.12M -$53.9K -866 -5%
62 63
64
65 66