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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 %
HPBT
2026
Hickory Point Bank & Trust
Illinois
$650K +$650K +10,448 New
ACM
2027
Ashford Capital Management
Delaware
$650K -$23.3K -374 -3%
TWPM
2028
Total Wealth Planning & Management
Florida
$649K +$649K +10,423 New
OW
2029
Olistico Wealth
Oklahoma
$649K -$1.06K -17 -0.2%
CIA
2030
Compass Ion Advisors
Pennsylvania
$648K +$22.1K +355 +4%
SFG
2031
Sather Financial Group
Texas
$648K -$79.1K -1,270 -11%
PPP
2032
Private Portfolio Partners
New Jersey
$647K -$25.5K -409 -4%
PH
2033
Pinnacle Holdings
Oklahoma
$647K -$11.8K -190 -2%
PWM
2034
Prentice Wealth Management
New York
$647K +$39.8K +639 +7%
PA
2035
Persium Advisors
Georgia
$646K +$646K +10,375 New
MFG
2036
Midwest Financial Group
Kansas
$644K -$34.4K -553 -5%
Financial Engines Advisors
2037
Financial Engines Advisors
California
$643K +$302K +4,847 +89%
GDP
2038
Great Diamond Partners
Maine
$642K +$10.5K +169 +2%
WFG
2039
Wills Financial Group
Virginia
$642K +$1.68K +27 +0.3%
ACM
2040
Argent Capital Management
Missouri
$642K – – –
NEWAS
2041
N.E.W. Advisory Services
Wisconsin
$640K +$10.9K +175 +2%
NRD
2042
Nebula Research & Development
New York
$640K +$640K +10,276 New
MCA
2043
Magnolia Capital Advisors
Mississippi
$640K +$640K +10,273 New
CIM
2044
CIM Investment Management
Pennsylvania
$636K -$8.09K -130 -1%
BAAM
2045
Baker Avenue Asset Management
California
$636K +$42.1K +677 +7%
PCM
2046
Penserra Capital Management
California
$634K +$611K +9,819 +2,618%
SOS
2047
Silver Oak Securities
Tennessee
$632K -$134K -2,154 -17%
OKSA
2048
O'Keefe Stevens Advisory
New York
$632K +$197K +3,168 +45%
BCM
2049
Bienville Capital Management
New York
$632K +$122K +1,955 +24%
KWMG
2050
King Wealth Management Group
Florida
$632K +$934 +15 +0.1%
80 81
82
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