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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 %
MSWM
1676
McGlone Suttner Wealth Management
Wisconsin
$1.03M +$84.6K +1,359 +9%
MCM
1677
Mainstay Capital Management
Michigan
$1.03M – – –
AWM
1678
Allen Wealth Management
North Carolina
$1.03M -$28K -450 -3%
BTWM
1679
Baker Tilly Wealth Management
Wisconsin
$1.03M -$25.3K -406 -2%
CG
1680
CFO4Life Group
Texas
$1.03M +$24.4K +392 +2%
MJRIC
1681
Mogy Joel R Investment Counsel
California
$1.03M – – –
HP
1682
Hilltop Partners
Indiana
$1.03M +$180K +2,898 +21%
LJAC
1683
L.J. Altfest & Co
New York
$1.02M -$587K -9,429 -36%
SNBOSCI
1684
Security National Bank of Sioux City Iowa
Iowa
$1.02M -$12.8K -205 -1%
AL
1685
Aspiriant LLC
California
$1.02M -$37.8K -607 -4%
RBC
1686
Romano Brothers & Co
Illinois
$1.02M -$2.55K -41 -0.2%
ECM
1687
EagleClaw Capital Management
Massachusetts
$1.02M – – –
CCP
1688
Cassia Capital Partners
North Carolina
$1.02M +$297K +4,769 +41%
CHAM
1689
Clear Harbor Asset Management
Connecticut
$1.01M +$1.56K +25 +0.2%
CB
1690
CNB Bank
Pennsylvania
$1.01M -$11.2K -180 -1%
MAM
1691
Mystic Asset Management
Rhode Island
$1.01M +$376K +6,045 +60%
MA
1692
MCF Advisors
Kentucky
$1.01M +$16.3K +262 +2%
SWMG
1693
Signature Wealth Management Group
Georgia
$1.01M +$49K +787 +5%
TCM
1694
Telos Capital Management
California
$1.01M -$144K -2,319 -13%
EWA
1695
EverSource Wealth Advisors
Alabama
$1.01M +$42.1K +677 +4%
APA
1696
Astoria Portfolio Advisors
New York
$1M +$492K +7,928 +96%
PWPS
1697
Pinnacle Wealth Planning Services
Ohio
$1M -$192K -3,084 -16%
MTIC
1698
Missouri Trust & Investment Company
Missouri
$1M +$3.11K +50 +0.3%
RF
1699
Roxbury Financial
New Jersey
$999K +$999K +15,588 New
AIP
1700
Almanack Investment Partners
Pennsylvania
$994K +$464K +7,459 +88%
66 67
68
69 70