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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 %
TCM
2001
Thoma Capital Management
Maryland
$669K +$669K +10,738 New
IFWM
2002
Institute for Wealth Management
Colorado
$666K +$3.11K +50 +0.5%
NRG
2003
Nemes Rush Group
Michigan
$666K -$81.6K -1,310 -11%
BT
2004
Brandywine Trust
Delaware
$665K – – –
LSA
2005
L & S Advisors
California
$664K -$28.8K -463 -4%
SCM
2006
Spreng Capital Management
Ohio
$663K -$19.3K -310 -3%
GWM
2007
Gray Wealth Management
Maine
$662K +$3.05K +49 +0.5%
BWA
2008
BlueChip Wealth Advisors
Georgia
$662K -$16.1K -259 -2%
JSW
2009
Journey Strategic Wealth
New Jersey
$661K -$33.8K -543 -5%
EFSCE
2010
Enterprise Financial Services Corp (EFSC)
Missouri
$660K +$13.3K +213 +2%
MTIM
2011
Marathon Trading Investment Management
Pennsylvania
$660K +$660K +10,600 New
TW
2012
TrinityPoint Wealth
Connecticut
$660K +$31.9K +512 +5%
IC
2013
Iconiq Capital
California
$660K +$20.2K +324 +3%
ZF
2014
Zhang Financial
Michigan
$659K +$43.2K +694 +7%
RIA
2015
Richwood Investment Advisors
Ohio
$658K +$37.5K +602 +6%
DWM
2016
Drive Wealth Management
Utah
$658K +$23.5K +377 +4%
RIS
2017
Retirement Income Solutions
Michigan
$658K – – –
KWM
2018
Kiker Wealth Management
Georgia
$658K +$658K +10,561 New
HWP
2019
Highline Wealth Partners
California
$657K -$7.47K -120 -1%
FMTC
2020
Farmers & Merchants Trust Company
California
$654K -$38.6K -620 -6%
OL
2021
OneFund LLC
Florida
$653K +$18.4K +296 +3%
EIP
2022
Ellis Investment Partners
Pennsylvania
$652K -$187 -3 -0%
HCM
2023
Hutchinson Capital Management
California
$652K -$28K -450 -4%
BBP
2024
Banco BTG Pactual
Brazil
$652K +$380K +6,149 +140%
HWA
2025
HHM Wealth Advisors
Tennessee
$651K +$81.7K +1,313 +14%
79 80
81
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