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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 %
WC
1851
Wexford Capital
Florida
$812K -$66.8K -1,073 -8%
WAAG
1852
Wealth Alliance Advisory Group
Kansas
$810K -$64.2K -1,031 -7%
MIC
1853
Meridian Investment Counsel
California
$806K +$83.4K +1,340 +12%
MAM
1854
Montchanin Asset Management
Delaware
$805K – – –
SLT
1855
St Louis Trust
Missouri
$805K – – –
AWM
1856
Accredited Wealth Management
Kentucky
$802K +$802K +12,889 New
SW
1857
SkyOak Wealth
Michigan
$802K -$6.1K -98 -0.8%
FFBTD
1858
First Financial Bank - Trust Division
Ohio
$799K +$21.9K +351 +3%
SSW
1859
Stone Summit Wealth
Florida
$798K -$80.9K -1,300 -9%
UF
1860
Univest Financial
Pennsylvania
$798K -$99.7K -1,601 -11%
LIM
1861
Letson Investment Management
Georgia
$796K – – –
DFA
1862
Delta Financial Advisors
Louisiana
$796K +$3.99K +64 +0.5%
BI
1863
Bradyco Inc
Massachusetts
$795K +$795K +12,365 New
DE
1864
Diversified Enterprises
Delaware
$794K +$12.6K +202 +2%
FNBTCON
1865
First National Bank & Trust Co of Newtown
Pennsylvania
$793K -$28.3K -454 -3%
MWA
1866
Midland Wealth Advisors
Illinois
$792K -$6.23K -100 -0.8%
S
1867
SimplyRich
California
$791K -$995 -16 -0.1%
SIA
1868
SkyView Investment Advisors
New Jersey
$789K +$789K +12,673 New
AA
1869
Alta Advisers
United Kingdom
$788K +$126K +2,025 +19%
MCCP
1870
Mission Creek Capital Partners
California
$787K -$104K -1,674 -12%
PIMG
1871
Patriot Investment Management Group
Tennessee
$787K +$4.48K +72 +0.6%
DA
1872
Detalus Advisors
Missouri
$785K -$5.23K -84 -0.7%
BSI
1873
Bennett Selby Investments
Maine
$783K +$17K +273 +2%
PW
1874
Paladin Wealth
Minnesota
$782K +$116K +1,861 +17%
CFGW
1875
Chancellor Financial Group WB
Pennsylvania
$782K +$782K +12,566 New
73 74
75
76 77