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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 %
CFG
1651
Cooper Financial Group
California
$1.06M +$91.6K +1,472 +9%
WA
1652
Waddell & Associates
Tennessee
$1.06M -$215K -3,455 -17%
SP
1653
Successful Portfolios
Florida
$1.06M +$125 +2 +0%
PCM
1654
Piedmont Capital Management
Montana
$1.06M -$4.52K -73 -0.4%
ZI
1655
ZEGA Investments
Florida
$1.06M +$1.06M +17,101 New
WA
1656
WESPAC Advisors
California
$1.05M -$168K -2,699 -14%
TF
1657
Trek Financial
Arizona
$1.05M +$782K +12,555 +287%
CFCI
1658
Comprehensive Financial Consultants Institutional
Indiana
$1.05M -$9.46K -152 -0.9%
RMP
1659
Richards, Merrill & Peterson
Washington
$1.05M +$1.05M +16,874 New
AIA
1660
Angeles Investment Advisors
California
$1.05M -$72.3K -1,162 -6%
QWP
1661
Quotient Wealth Partners
Texas
$1.05M -$103K -1,649 -9%
AFIA
1662
America First Investment Advisors
Nebraska
$1.05M – – –
MFG
1663
MidWestOne Financial Group
Iowa
$1.05M – – –
BCM
1664
Blume Capital Management
California
$1.05M -$10.1K -163 -1%
GCM
1665
Gladius Capital Management
Illinois
$1.04M -$318K -5,112 -23%
IWA
1666
Icon Wealth Advisors
Texas
$1.04M -$6.6K -106 -0.6%
BCA
1667
Bray Capital Advisors
Florida
$1.04M – – –
AP
1668
Appleton Partners
Massachusetts
$1.04M -$10.3K -165 -1%
CAGAS
1669
Capital Advisory Group Advisory Services
Minnesota
$1.04M +$282K +4,527 +37%
4WM
1670
49 Wealth Management
Texas
$1.04M +$17.6K +283 +2%
EA
1671
Everpar Advisors
Oklahoma
$1.04M -$21.7K -349 -2%
HWA
1672
Heritage Wealth Advisors
Virginia
$1.03M +$436 +7 +0%
ALAM
1673
Asahi Life Asset Management
Japan
$1.03M -$233K -3,747 -18%
SIAP
1674
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M +$43.8K +704 +4%
BMM
1675
Buffington Mohr McNeal
Idaho
$1.03M +$42.9K +689 +4%
65 66
67
68 69