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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 %
GLA
1601
Great Lakes Advisors
Illinois
$1.12M +$196K +3,148 +21%
BWA
1602
Beam Wealth Advisors
Louisiana
$1.12M +$114K +1,833 +11%
PCA
1603
Private Capital Advisors
Connecticut
$1.12M – – –
VI
1604
Versor Investments
New York
$1.12M +$41.9K +673 +4%
PTC
1605
Philadelphia Trust Company
Pennsylvania
$1.12M -$39.4K -632 -3%
CPBTD
1606
Central Pacific Bank - Trust Division
Hawaii
$1.12M -$502K -8,064 -31%
ORC
1607
O'Rourke & Company
Massachusetts
$1.12M -$50.3K -808 -4%
HWA
1608
Heartwood Wealth Advisors
Virginia
$1.12M -$809 -13 -0.1%
EBA
1609
Eagle Bay Advisors
New York
$1.12M -$315K -5,058 -22%
LWAM
1610
Legacy Wealth Asset Management
Minnesota
$1.12M -$2.55K -41 -0.2%
ANBT
1611
American National Bank & Trust
Texas
$1.11M -$71.9K -1,155 -6%
AA
1612
Aire Advisors
California
$1.11M +$72.5K +1,164 +7%
OPW
1613
Oxler Private Wealth
New York
$1.11M -$6.6K -106 -0.6%
EA
1614
Emerald Advisors
Washington
$1.11M +$51.2K +822 +5%
VIG
1615
Vienna Insurance Group
Poland
$1.1M -$148K -2,380 -12%
PIM
1616
Provident Investment Management
Michigan
$1.1M – – –
MA
1617
MONECO Advisors
Connecticut
$1.1M +$3.49K +56 +0.3%
CD
1618
Chapin Davis
Maryland
$1.1M – – –
MCM
1619
Marathon Capital Management
Maryland
$1.1M +$12.5K +200 +1%
WQ
1620
Wealth Quarterback
New Jersey
$1.1M -$128K -2,056 -10%
NCM
1621
Next Capital Management
New York
$1.1M +$1.25K +20 +0.1%
SDAM
1622
Shulman DeMeo Asset Management
New York
$1.1M -$104K -1,668 -9%
CPIA
1623
Cornell Pochily Investment Advisors
New York
$1.09M -$4.73K -76 -0.4%
ST
1624
Spinnaker Trust
Maine
$1.09M +$8.09K +130 +0.7%
MAG
1625
Mayfair Advisory Group
Alabama
$1.09M +$6.97K +112 +0.6%
63 64
65
66 67