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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 %
ML
1751
McAdam LLC
Pennsylvania
$915K +$139K +2,230 +18%
BO
1752
Bank OZK
Arkansas
$915K -$51.2K -822 -5%
LAM
1753
Lummis Asset Management
Texas
$914K -$14.3K -230 -2%
MYIA
1754
Mount Yale Investment Advisors
Colorado
$912K +$282K +4,535 +45%
BFG
1755
Berger Financial Group
Minnesota
$908K -$113K -1,815 -11%
ECM
1756
Estabrook Capital Management
New York
$905K – – –
Tudor Investment Corp
1757
Tudor Investment Corp
Connecticut
$904K -$3.85M -61,863 -81%
MFG
1758
Magnus Financial Group
New York
$904K +$34.1K +548 +4%
OL
1759
one8zero8 LLC
North Carolina
$903K +$903K +14,505 New
BWP
1760
Barlow Wealth Partners
Kentucky
$899K +$1.98K +32 +0.2%
WP
1761
Westmount Partners
California
$894K -$28.1K -452 -3%
MSS
1762
Mitchell Sinkler & Starr
Pennsylvania
$891K -$953K -15,308 -52%
FZCM
1763
Flynn Zito Capital Management
New York
$887K -$25.8K -414 -3%
NAM
1764
NorthCrest Asset Manangement
Minnesota
$885K +$37.4K +600 +4%
TWA
1765
Talisman Wealth Advisors
New Jersey
$883K +$5.29K +85 +0.6%
GSEP
1766
Golden State Equity Partners
California
$882K +$469K +7,527 +113%
GRQ
1767
Gardner Russo & Quinn
Pennsylvania
$878K -$26.5K -425 -3%
AFP
1768
Ausdal Financial Partners
Iowa
$878K +$103K +1,661 +13%
AP
1769
Adero Partners
California
$877K +$412K +6,614 +89%
GEA
1770
Glen Eagle Advisors
New Jersey
$875K -$7.47K -120 -0.8%
OFG
1771
Oxford Financial Group
Indiana
$875K -$24.4K -392 -3%
CFS
1772
CRA Financial Services
New Jersey
$873K +$16K +257 +2%
AFA
1773
American Financial Advisors
Georgia
$873K +$2.99K +48 +0.3%
AI
1774
Accredited Investors
Minnesota
$873K +$7.6K +122 +0.9%
CCA
1775
Childress Capital Advisors
Texas
$872K -$32.6K -524 -4%
69 70
71
72 73