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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 %
CH
1901
Cromwell Holdings
Wyoming
$759K – – –
FPWM
1902
FSB Premier Wealth Management
Iowa
$758K +$29.8K +478 +4%
AFA
1903
AA Financial Advisors
Ohio
$757K +$13.2K +212 +2%
FCG
1904
Fielder Capital Group
Tennessee
$757K +$4.73K +76 +0.6%
AF
1905
Advisornet Financial
Minnesota
$755K -$46.2K -742 -6%
AWM
1906
Adams Wealth Management
Utah
$751K +$151K +2,429 +25%
CI
1907
CacheTech Inc
Utah
$751K +$151K +2,429 +25%
LA
1908
LM Advisors
California
$750K – – –
RPGK
1909
Retirement Planning Group (Kansas)
Kansas
$749K +$2.99K +48 +0.4%
LOIP
1910
Live Oak Investment Partners
Texas
$747K -$837K – –
CPC
1911
Congress Park Capital
New York
$746K +$18.7K +300 +3%
SIC
1912
Sterling Investment Counsel
New York
$746K -$1.77M -28,378 -70%
RAM
1913
Redmond Asset Management
Virginia
$746K +$555K +8,918 +292%
SIA
1914
Sit Investment Associates
Minnesota
$744K – – –
MA
1915
MJP Associates
Connecticut
$743K +$2.24K +36 +0.3%
FDS
1916
First Dallas Securities
Texas
$742K -$4.42K -71 -0.6%
LFP
1917
Lakeshore Financial Planning
Michigan
$741K -$4.8K -77 -0.6%
BONST
1918
Bank of Nova Scotia Trust
Ontario, Canada
$740K -$311 -5 -0%
AP
1919
Atwood & Palmer
Missouri
$739K -$996 -16 -0.1%
CCFM
1920
Clear Creek Financial Management
Washington
$738K +$43K +691 +6%
CWM
1921
Connecticut Wealth Management
Connecticut
$738K -$1.68K -27 -0.2%
HI
1922
Hendershot Investments
Virginia
$738K – – –
MIM
1923
Morningstar Investment Management
Illinois
$736K +$50.1K +805 +7%
TWM
1924
Trueblood Wealth Management
Ohio
$736K -$4.98K -80 -0.7%
DFG
1925
Delta Financial Group
New Jersey
$734K +$734K +11,782 New
75 76
77
78 79