KO icon

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 %
TIA
2051
Tandem Investment Advisors
South Carolina
$632K +$37.6K +603 +6%
WB
2052
Webster Bank
Connecticut
$632K -$13.6K -218 -2%
CWM
2053
Centricity Wealth Management
Ohio
$632K +$632K +10,147 New
MCWS
2054
McKinley Carter Wealth Services
West Virginia
$631K +$2.43K +39 +0.4%
XWM
2055
Xcel Wealth Management
Florida
$631K -$66.1K -1,061 -9%
BCPWM
2056
Bradley & Co Private Wealth Management
Florida
$630K +$630K +10,126 New
BWM
2057
BCS Wealth Management
Tennessee
$629K +$629K +10,108 New
SN
2058
Sittner & Nelson
Oregon
$627K +$8.28K +133 +1%
JAG
2059
Journey Advisory Group
Kentucky
$627K – – –
CA
2060
Cambridge Advisors
Nebraska
$626K +$4.48K +72 +0.7%
SPWM
2061
Schrum Private Wealth Management
Florida
$625K -$486K -7,800 -44%
GWA
2062
Gibson Wealth Advisors
Texas
$623K – – –
SIS
2063
Sound Income Strategies
Florida
$622K +$87.7K +1,408 +16%
ERWM
2064
Elk River Wealth Management
Colorado
$621K – – –
SIG
2065
Spinnaker Investment Group
California
$621K +$623 +10 +0.1%
FH
2066
FWG Holdings
Florida
$619K +$507 +8 +0.1%
VCM
2067
Virtue Capital Management
Tennessee
$618K -$3.24K -52 -0.5%
GHAM
2068
Gilman Hill Asset Management
Connecticut
$617K -$34.2K -550 -5%
MP
2069
McDonald Partners
Ohio
$616K -$13.2K -212 -2%
EFG
2070
Embree Financial Group
Illinois
$616K +$4.23K +68 +0.7%
RW
2071
Regimen Wealth
Georgia
$615K +$8.72K +140 +1%
OPWM
2072
Oregon Pacific Wealth Management
Oregon
$614K +$614K +9,869 New
NAG
2073
Northstar Advisory Group
New Jersey
$613K -$1.98M -31,863 -76%
SWMG
2074
Sard Wealth Management Group
Georgia
$612K +$66.9K +1,075 +12%
SIS
2075
Strategic Investment Solutions
Illinois
$612K +$11.1K +184 +2%
81 82
83
84 85