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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 %
CW
1876
Cook Wealth
North Carolina
$781K – – –
SWA
1877
SFMG Wealth Advisors
Texas
$780K +$184K +2,952 +31%
SC
1878
Savoie Capital
Illinois
$780K – – –
LCWP
1879
Legacy Capital Wealth Partners
Arkansas
$779K -$148K -2,370 -16%
PHIC
1880
Pine Haven Investment Counsel
Massachusetts
$778K – – –
MIP
1881
Marietta Investment Partners
Wisconsin
$777K – – –
HCM
1882
Hodges Capital Management
Texas
$776K -$5.6K -90 -0.7%
RWPA
1883
Richard W. Paul & Associates
Michigan
$775K +$16.1K +259 +2%
AWAU
1884
Alliance Wealth Advisors (Utah)
Utah
$774K +$9.09K +146 +1%
CM
1885
Cornerstone Management
Georgia
$772K -$62 -1 -0%
SP
1886
Stonebrook Private
Michigan
$771K +$32.3K +519 +4%
JC
1887
JB Capital
Connecticut
$768K -$9.47K -152 -1%
SFG
1888
Seamount Financial Group
Colorado
$766K -$35.9K -576 -4%
MA
1889
MBA Advisors
Pennsylvania
$766K +$52.6K +845 +7%
CCWM
1890
Cassaday & Co Wealth Management
Virginia
$764K +$39.3K +632 +5%
AIM
1891
Alhambra Investment Management
Florida
$763K – – –
RDWM
1892
Red Door Wealth Management
Tennessee
$763K +$98.9K +1,589 +15%
RFA
1893
Register Financial Advisors
Georgia
$762K -$3.24K -52 -0.4%
EC
1894
Enhancing Capital
Pennsylvania
$761K +$761K +12,230 New
RSWM
1895
Robertson Stephens Wealth Management
California
$761K -$41.6K -668 -5%
IP
1896
Ignite Planners
California
$761K -$11.6K -188 -2%
AWM
1897
Aries Wealth Management
Maine
$760K – – –
OFS
1898
OneAscent Financial Services
Alabama
$759K -$5.79K -93 -0.8%
WA
1899
WealthTrust Axiom
Pennsylvania
$759K – – –
MAWA
1900
Moss Adams Wealth Advisors
Washington
$759K +$43K +691 +6%
74 75
76
77 78