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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 %
AAM
1976
Alken Asset Management
United Kingdom
$689K +$689K +11,100 New
FHC
1977
First Heartland Consultants
Missouri
$689K +$88.5K +1,421 +15%
SMG
1978
Smart Money Group
Texas
$689K +$66.7K +1,071 +11%
WIC
1979
Willis Investment Counsel
Georgia
$687K – – –
JWCA
1980
J.W. Coons Advisors
Ohio
$687K -$9.96K -160 -1%
CWM
1981
Challenger Wealth Management
California
$685K +$685K +11,005 New
WFM
1982
Wolff Financial Management
Michigan
$684K -$69.1K -1,109 -9%
PWM
1983
Proathlete Wealth Management
Florida
$684K +$32.4K +520 +5%
OCM
1984
Orser Capital Management
Texas
$683K – – –
KF
1985
Krilogy Financial
Missouri
$683K +$43K +690 +7%
RRA
1986
Round Rock Advisors
Connecticut
$682K +$136K +2,178 +25%
PGIM
1987
Pacific Global Investment Management
California
$682K -$5.48M -88,037 -89%
SLG
1988
Stanley-Laman Group
Pennsylvania
$681K +$101K +1,615 +17%
OL
1989
Owen LaRue
Kentucky
$678K +$50.5K +811 +8%
KJWM
1990
Kiley Juergens Wealth Management
Washington
$677K -$23.1K -371 -3%
CC
1991
Cadinha & Co
Hawaii
$676K -$161K -2,590 -19%
DOA
1992
D'Orazio & Associates
Virginia
$676K -$13.4K -215 -2%
AF
1993
Apexium Financial
Texas
$676K +$165K +2,652 +32%
PCP
1994
Proficio Capital Partners
Massachusetts
$675K +$213K +3,426 +46%
PWM
1995
Partners Wealth Management
California
$673K +$673K +10,812 New
MGWA
1996
Monument Group Wealth Advisors
Massachusetts
$673K – – –
AC
1997
Apella Capital
Connecticut
$672K +$16.6K +267 +3%
WF
1998
WoodTrust Financial
Wisconsin
$672K +$187 +3 +0%
ECM
1999
Elgethun Capital Management
South Dakota
$671K +$16.7K +268 +3%
GWA
2000
Gratus Wealth Advisors
Virginia
$670K -$113K -1,818 -14%
78 79
80
81 82