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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 %
FDS
1801
Freedom Day Solutions
Texas
$854K -$31.8K -510 -4%
ADBIC
1802
A.D. Beadell Investment Counsel
Wisconsin
$854K – – –
SCI
1803
Stableford Capital II
Arizona
$854K -$13.9K -223 -2%
YIA
1804
YHB Investment Advisors
Connecticut
$853K -$2.3K -37 -0.3%
SCM
1805
Sunbeam Capital Management
Georgia
$852K +$852K +13,692 New
NBT
1806
Northwest Bank & Trust
Iowa
$851K +$1.22K +19 +0.1%
QC
1807
Quent Capital
New York
$851K +$192K +3,076 +29%
TIA
1808
Traphagen Investment Advisors
New Jersey
$850K +$6.6K +106 +0.8%
TA
1809
Townsend & Associates
Colorado
$849K – – –
SFSG
1810
Sound Financial Strategies Group
Mississippi
$848K +$113K +1,811 +15%
SA
1811
Sovran Advisors
California
$846K +$846K +13,641 New
FFC
1812
First Financial Corp
Indiana
$846K – – –
PTB
1813
Pioneer Trust Bank
Oregon
$845K +$42.8K +687 +5%
AWM
1814
Accurate Wealth Management
Florida
$845K +$93.6K +1,533 +12%
LAM
1815
L2 Asset Management
Massachusetts
$844K -$212K -3,401 -20%
NDSI
1816
Newman Dignan & Sheerar Inc
Rhode Island
$844K +$125 +2 +0%
HAS
1817
HBW Advisory Services
California
$842K +$104K +1,676 +14%
IF
1818
Intrua Financial
Texas
$841K -$221K -3,555 -21%
CPWM
1819
Cypress Point Wealth Management
Texas
$841K -$38.8K -623 -4%
MAM
1820
Morse Asset Management
Connecticut
$841K -$249K -4,000 -23%
SC
1821
Saybrook Capital
North Carolina
$837K – – –
B
1822
Bellecapital
Switzerland
$836K +$57.3K +921 +7%
LPT
1823
Legacy Private Trust
Wisconsin
$835K -$8.78K -141 -1%
ES
1824
Eagle Strategies
New York
$834K +$14.3K +230 +2%
HPIA
1825
Hamilton Point Investment Advisors
North Carolina
$833K -$34.1K -547 -4%
71 72
73
74 75