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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 %
CCG
1701
Coastwise Capital Group
California
$994K +$2.86K +46 +0.3%
ERIM
1702
Eagle Ridge Investment Management
Connecticut
$990K -$2.12K -34 -0.2%
QC
1703
Quantessence Capital
New York
$989K +$989K +15,885 New
PFGIA
1704
Patriot Financial Group Insurance Agency
Massachusetts
$988K +$68.2K +1,096 +7%
JSC
1705
Jackson Square Capital
California
$985K -$7.35K -118 -0.7%
MPPW
1706
Mitchell & Pahl Private Wealth
Oklahoma
$984K -$38.7K -621 -4%
VFA
1707
Voya Financial Advisors
Connecticut
$983K -$27.2K -439 -3%
SWIG
1708
Strategic Wealth Investment Group
Kentucky
$982K -$126K -2,020 -11%
CWM
1709
Calamos Wealth Management
Illinois
$982K +$13.1K +211 +1%
WFI
1710
West Family Investments
California
$981K +$129K +2,076 +15%
LMKC
1711
L.M. Kohn & Company
Ohio
$980K +$1.49K +24 +0.2%
GFP
1712
Gryphon Financial Partners
Ohio
$979K -$80.3K -1,290 -8%
HIA
1713
Harbor Investment Advisory
Maryland
$979K -$36.2K -581 -4%
TFA
1714
Transamerica Financial Advisors
Florida
$978K +$136K +2,183 +16%
CWM
1715
Cahaba Wealth Management
Georgia
$978K -$14.6K -234 -1%
WI
1716
WrapManager Inc
California
$973K +$36.8K +591 +4%
PAG
1717
Powers Advisory Group
Illinois
$971K +$1.06K +17 +0.1%
GAAM
1718
Guinness Atkinson Asset Management
California
$966K +$183K +2,938 +23%
HBW
1719
Hazlett, Burt & Watson
West Virginia
$963K +$87.9K +1,414 +10%
FH
1720
Financial Harvest
Florida
$962K +$962K +15,457 New
HC
1721
Hendley & Co
Ohio
$960K – – –
OWA
1722
Opal Wealth Advisors
New York
$959K -$436 -7 -0%
ECM
1723
Exchange Capital Management
Michigan
$956K -$40.1K -644 -4%
TWM
1724
Thrive Wealth Management
Pennsylvania
$956K -$22.9K -368 -2%
FCMT
1725
Founders Capital Management (Texas)
Texas
$953K -$106K -1,708 -10%
67 68
69
70 71