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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 %
FNBOMD
2101
First National Bank of Mount Dora
Florida
$590K -$2.06K -33 -0.3%
T
2102
Transce3nd
Texas
$590K +$590K +9,470 New
KFA
2103
Kelleher Financial Advisors
New York
$589K +$11.8K +189 +2%
V
2104
ViaWealth
Kansas
$589K -$47K -755 -7%
SI
2105
Seeds Investor
New York
$589K -$64.1K -1,029 -10%
HBT
2106
Heartland Bank & Trust
Illinois
$586K +$77K +1,236 +15%
AWA
2107
AGH Wealth Advisors
Kansas
$586K +$586K +9,408 New
FWP
2108
Firethorn Wealth Partners
Georgia
$586K +$7.97K +128 +1%
TW
2109
Trajan Wealth
Arizona
$586K +$366K +5,880 +167%
SFC
2110
SYM Financial Corp
Indiana
$585K +$96.2K +1,545 +20%
GLLW
2111
Graves Light Lenhart Wealth
Virginia
$584K -$12.5K -200 -2%
LWM
2112
Laidlaw Wealth Management
New York
$583K +$24.9K +400 +4%
CCFCSB
2113
Cape Cod Five Cents Savings Bank
Massachusetts
$583K – – –
RBFC
2114
Roman Butler Fullerton & Co
Missouri
$583K -$10.6K -166 -2%
BFS
2115
BridgePort Financial Solutions
Iowa
$582K +$582K +8,214 New
VC
2116
Vestor Capital
Illinois
$581K +$2.68K +43 +0.5%
CWS
2117
Cypress Wealth Services
California
$580K +$24.6K +395 +4%
VCAM
2118
Van Cleef Asset Management
Ohio
$580K – – –
IAP
2119
Indie Asset Partners
Indiana
$580K -$5.11K -82 -0.9%
T
2120
TOBAM
France
$577K -$155K -2,492 -21%
EWA
2121
Elevate Wealth Advisory
Georgia
$576K +$2.3K +37 +0.4%
DAC
2122
Dividend Assets Capital
South Carolina
$573K – – –
SWM
2123
Stockman Wealth Management
Montana
$572K -$5.92K -95 -1%
CSC
2124
Caldwell Sutter Capital
California
$569K -$3.42K -55 -0.6%
NFG
2125
Nadler Financial Group
Illinois
$567K – – –
83 84
85
86 87