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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 %
SFG
1926
Sovereign Financial Group
Connecticut
$733K -$26.8K -431 -4%
FS
1927
Ferguson Shapiro
Georgia
$731K -$27.7K -445 -4%
TCWA
1928
Turtle Creek Wealth Advisors
Texas
$731K +$142K +2,276 +24%
BZWA
1929
Blue Zone Wealth Advisors
California
$728K +$728K +11,685 New
KPP
1930
Kings Path Partners
Texas
$727K -$154K -2,480 -18%
FIB
1931
First Interstate Bank
Montana
$726K -$42.6K -685 -6%
LIA
1932
LS Investment Advisors
Michigan
$725K – – –
MAWCM
1933
Mine & Arao Wealth Creation & Management
California
$725K -$2.99K -48 -0.4%
EFA
1934
Evernest Financial Advisors
Indiana
$724K -$175K -2,816 -19%
NCFG
1935
New Century Financial Group
New Jersey
$724K -$3.27K -53 -0.5%
FA
1936
Faithward Advisors
Pennsylvania
$722K -$227K -3,649 -24%
PA
1937
PFG Advisors
Arizona
$721K -$43.2K -694 -6%
BONH
1938
Bank of New Hampshire
New Hampshire
$720K -$6.23K -100 -0.9%
CWM
1939
Centurion Wealth Management
Virginia
$719K -$64.4K -1,034 -8%
MAM
1940
Madison Asset Management
Wisconsin
$718K -$11.6K -186 -2%
MIA
1941
Madison Investment Advisors
Wisconsin
$718K +$718K +11,528 New
PWMG
1942
Prestige Wealth Management Group
New Jersey
$717K +$43.8K +704 +7%
HAIM
1943
Hunter Associates Investment Management
Pennsylvania
$717K +$57.8K +927 +9%
FTUS
1944
Flow Traders U.S.
New York
$713K +$713K +11,445 New
FMP
1945
Financial Management Professionals
Texas
$713K +$55.4K +890 +8%
GBT
1946
Grove Bank & Trust
Florida
$713K +$14.6K +235 +2%
FDCP
1947
Foster Dykema Cabot & Partners
Massachusetts
$712K -$34K -546 -5%
NAMP
1948
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$712K – – –
WMA
1949
West Michigan Advisors
Michigan
$710K +$23.7K +380 +3%
GWA
1950
Geometric Wealth Advisors
District of Columbia
$710K +$623 +10 +0.1%
76 77
78
79 80