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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 %
AWM
1726
Angeles Wealth Management
California
$951K +$96.9K +1,556 +11%
GG
1727
Gleason Group
Kentucky
$951K +$13.5K +217 +1%
BDFN
1728
Bond & Devick Financial Network
Minnesota
$950K – – –
HL
1729
HeadInvest LLC
Maine
$950K +$93.8K +1,506 +11%
FB
1730
Finward Bancorp
Indiana
$947K +$947K +15,210 New
KIM
1731
Kestra Investment Management
Texas
$945K +$4.92K +79 +0.5%
IIM
1732
InTrack Investment Management
Vermont
$944K +$236K +3,811 +33%
CIG
1733
Cullen Investment Group
Louisiana
$942K +$33.1K +532 +4%
BA
1734
Bridgewater Advisors
New York
$941K -$34.1K -550 -4%
RCWM
1735
Royal Capital Wealth Management
Indiana
$940K -$29K -466 -3%
PA
1736
Prossimo Advisors
California
$938K +$3.18K +51 +0.3%
TSW
1737
Thompson Siegel & Walmsley
Virginia
$934K – – –
TSMHT
1738
Thurston Springer Miller Herd & Titak
Indiana
$931K +$15.2K +244 +2%
OHWA
1739
Oak Hill Wealth Advisors
Virginia
$929K +$929K +14,928 New
WBWA
1740
William B. Walkup & Associates
South Carolina
$926K -$7.47K -120 -0.8%
SFG
1741
SevenBridge Financial Group
Pennsylvania
$925K +$60.4K +894 +7%
MCM
1742
MV Capital Management
Maryland
$924K +$311 +5 +0%
RGF
1743
Retirement Guys Formula
Ohio
$922K +$84.3K +1,354 +10%
FAM
1744
Formidable Asset Management
Ohio
$922K -$7.78K -125 -0.8%
WA
1745
Wealth Alliance
New York
$921K +$7.66K +123 +0.8%
PB
1746
Pinnacle Bancorp
Nebraska
$921K -$4.98K -80 -0.5%
CBT
1747
Crews Bank & Trust
Florida
$920K +$920K +14,782 New
CA
1748
Continuum Advisory
Idaho
$920K -$17.2K -277 -2%
KFS
1749
Keynote Financial Services
Connecticut
$920K -$10.9K -175 -1%
IP
1750
Investment Partners
Ohio
$918K -$498 -8 -0.1%
68 69
70
71 72