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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 %
GWMR
1951
GC Wealth Management RIA
Massachusetts
$708K +$5.79K +93 +0.8%
SCI
1952
S&CO Inc
Massachusetts
$708K – – –
KCAM
1953
Kagan Cocozza Asset Management
New Jersey
$708K +$708K +11,364 New
ISFAN
1954
Investor's Fiduciary Advisor Network
Washington
$706K +$706K +11,340 New
IWA
1955
IVC Wealth Advisors
Pennsylvania
$701K -$62.6K -1,006 -8%
RC
1956
Rahlfs Capital
Texas
$701K +$701K +11,264 New
GIA
1957
GHP Investment Advisors
Colorado
$700K -$15.5K -249 -2%
OPA
1958
Old Port Advisors
Maine
$700K -$92.5K -1,486 -12%
OFS
1959
OMC Financial Services
New York
$699K -$9.34K -150 -1%
FMTCOCP
1960
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$699K – – –
MFWP
1961
Mosaic Family Wealth Partners
Missouri
$698K +$72.8K +1,170 +12%
PIP
1962
Peachtree Investment Partners
Florida
$697K +$9.78K +157 +1%
AF
1963
Aldebaran Financial
$697K -$29.8K -481 -4%
NPF
1964
Norris Perne & French
Michigan
$696K -$8.84K -142 -1%
PWAM
1965
Pinnacle West Asset Management
Wyoming
$696K +$3.11K +50 +0.4%
BSB
1966
Bangor Savings Bank
Maine
$696K -$6.66K -107 -0.9%
DA
1967
Dover Advisors
Virginia
$695K – – –
WAC
1968
William Allan Corp
Colorado
$694K +$8.34K +134 +1%
CFS
1969
Commonwealth Financial Services
West Virginia
$694K +$15.8K +254 +2%
CL
1970
COWA LLC
Oklahoma
$693K +$6.91K +111 +1%
MME
1971
Meag Munich Ergo
Germany
$691K – – –
KMWM
1972
Keudell/Morrison Wealth Management
Oregon
$691K +$28K +449 +4%
FBB
1973
Fulton Breakefield Broenniman
Maryland
$690K -$34.4K -552 -5%
PPH
1974
Pure Portfolios Holdings
Oregon
$690K +$934 +15 +0.1%
HCP
1975
Hardin Capital Partners
South Carolina
$689K +$187 +3 +0%
77 78
79
80 81