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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 %
CBT
1776
CoreFirst Bank & Trust
Kansas
$872K +$14.1K +227 +2%
AAP
1777
Aristotle Atlantic Partners
Florida
$872K – – –
CAM
1778
Cidel Asset Management
Ontario, Canada
$868K +$12.5K +201 +1%
LA
1779
Lifeworks Advisors
Michigan
$868K +$19.3K +310 +2%
BEC
1780
Blue Edge Capital
Virginia
$868K – – –
JWWM
1781
Johnson & White Wealth Management
Pennsylvania
$866K +$866K +13,997 New
WAG
1782
Wiser Advisor Group
Arizona
$865K +$23.5K +377 +3%
LIM
1783
Lathrop Investment Management
Arkansas
$864K -$85.6K -1,375 -9%
DA
1784
Doliver Advisors
Texas
$864K +$8.22K +132 +1%
MPAM
1785
Murphy Pohlad Asset Management
Minnesota
$864K – – –
CAM
1786
Carret Asset Management
New York
$863K – – –
C
1787
Certuity
Florida
$862K -$244K -3,924 -22%
HCC
1788
Hirtle Callaghan & Co
Pennsylvania
$861K +$22.8K +367 +3%
LC
1789
LCNB Corp
Ohio
$861K -$10.2K -164 -1%
UWPG
1790
Ullmann Wealth Partners Group
Florida
$861K +$996 +16 +0.1%
GWANC
1791
Guardian Wealth Advisors (North Carolina)
North Carolina
$861K +$33.6K +540 +4%
LSA
1792
Lion Street Advisors
Texas
$860K +$11.6K +187 +1%
GC
1793
Gilbert & Cook
Iowa
$858K -$8.47K -136 -1%
AFG
1794
Allegheny Financial Group
Pennsylvania
$858K +$18.3K +294 +2%
MFG
1795
Mainsail Financial Group
Washington
$857K +$17.8K +286 +2%
PMA
1796
Prudent Man Advisors
Illinois
$857K -$77.6K -1,144 -8%
WAM
1797
Weinberger Asset Management
California
$857K -$4.36K -70 -0.5%
LF
1798
LifeSteps Financial
California
$855K +$11.6K +186 +1%
THCM
1799
Taylor Hoffman Capital Management
Virginia
$855K – – –
TL
1800
Tradewinds LLC
North Carolina
$855K +$67 +1 +0%
70 71
72
73 74