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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 %
MWA
1626
MN Wealth Advisors
Kansas
$1.09M +$494K +7,939 +83%
HCP
1627
Hexagon Capital Partners
Arkansas
$1.09M +$37.9K +609 +4%
CWS
1628
Confluence Wealth Services
Pennsylvania
$1.09M -$73.2K -1,190 -6%
CPA
1629
Court Place Advisors
Maryland
$1.09M -$78.2K -1,256 -7%
JIC
1630
Joel Isaacson & Co
New York
$1.08M +$4.55K +73 +0.4%
GAG
1631
GM Advisory Group
New York
$1.08M +$39.7K +638 +4%
Optiver Holding
1632
Optiver Holding
Netherlands
$1.08M +$620K +9,963 +135%
BMO
1633
Beck Mack & Oliver
New York
$1.08M – – –
CWM
1634
Cordatus Wealth Management
Pennsylvania
$1.08M +$60.4K +970 +6%
GSC
1635
G&S Capital
Colorado
$1.08M -$8.34K -134 -0.8%
AA
1636
Advisory Alpha
Michigan
$1.08M +$39.7K +637 +4%
TPWA
1637
TRUE Private Wealth Advisors
Oregon
$1.08M +$780K +12,523 +262%
AA
1638
Armis Advisers
Georgia
$1.08M +$1.08M +17,288 New
WP
1639
WealthShield Partners
North Carolina
$1.07M -$47.1K -757 -4%
FCAS
1640
First Command Advisory Services
Texas
$1.07M +$58.9K +946 +6%
CFA
1641
Capstone Financial Advisors
Illinois
$1.07M +$12.1K +194 +1%
CSB
1642
City State Bank
Iowa
$1.07M -$15.4K -247 -1%
AWM
1643
Aberdeen Wealth Management
Illinois
$1.07M -$9.15K -147 -0.8%
DS
1644
DRW Securities
Illinois
$1.07M +$797K +12,808 +295%
NRI
1645
NFP Retirement Inc
California
$1.07M +$63.9K +1,026 +6%
RLWM
1646
RF&L Wealth Management
Massachusetts
$1.07M – – –
VWM
1647
Venturi Wealth Management
Texas
$1.07M +$755K +12,130 +243%
CANC
1648
Culbertson A N & Co
Virginia
$1.07M +$6.23K +100 +0.6%
BA
1649
Ballast Advisors
Minnesota
$1.06M +$3.18K +51 +0.3%
WSC
1650
Wellington Shields & Co
New York
$1.06M – – –
64 65
66
67 68