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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 %
LIM
1826
Longfellow Investment Management
Massachusetts
$833K -$53.4K -857 -6%
JFA
1827
JNBA Financial Advisors
Minnesota
$832K -$7.41K -119 -0.9%
UAG
1828
United Advisor Group
Ohio
$832K +$231K +3,717 +39%
IPW
1829
Invictus Private Wealth
Colorado
$832K -$25.5K -409 -3%
PBK
1830
Peoples Bank (Kansas)
Kansas
$832K -$1.99K -32 -0.2%
JFGIW
1831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$832K +$351K +5,533 +73%
CT
1832
Clearstead Trust
Maine
$829K +$2.55K +41 +0.3%
PAM
1833
Peak Asset Management
Colorado
$829K -$99.2K -1,594 -11%
PPWP
1834
Premier Path Wealth Partners
New Jersey
$828K +$40.6K +652 +5%
MMG
1835
Monetary Management Group
Missouri
$827K -$2.49K -40 -0.3%
NHT
1836
New Hampshire Trust
New Hampshire
$827K -$11.1K -178 -1%
AA
1837
ACT Advisors
North Carolina
$825K -$3.92K -63 -0.5%
AOWM
1838
Alpha Omega Wealth Management
Virginia
$824K -$28.1K -451 -3%
CBT
1839
Central Bank & Trust
Kentucky
$822K -$3.11K -50 -0.4%
TM
1840
TigerOak Management
New Mexico
$821K +$821K +13,193 New
PPC
1841
Park Place Capital
Alabama
$821K -$121K -1,947 -13%
CRIG
1842
Charter Research & Investment Group
Connecticut
$820K – – –
AAP
1843
Arax Advisory Partners
Colorado
$819K +$563K +9,039 +220%
BI
1844
Ballast Inc
Kentucky
$817K -$15.6K -250 -2%
RF
1845
Robbins Farley
New Hampshire
$816K +$25K +402 +3%
AG
1846
Advocate Group
Minnesota
$816K – – –
ATWA
1847
Arbor Trust Wealth Advisors
Michigan
$814K -$1.99K -32 -0.2%
CWM
1848
Chemistry Wealth Management
New York
$814K – – –
NI
1849
NFC Investments
Tennessee
$813K – – –
PL
1850
Plancorp LLC
Missouri
$812K +$71K +1,140 +10%
72 73
74
75 76