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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 %
GA
2126
Geller Advisors
New York
$566K – – –
KA
2127
KLCM Advisors
Wisconsin
$566K +$168K +2,705 +42%
CL
2128
CVFG LLC
Indiana
$565K +$565K +9,079 New
MCM
2129
Maple Capital Management
Vermont
$564K +$6.54K +105 +1%
VCM
2130
Vivaldi Capital Management
Illinois
$562K +$13.1K +205 +2%
SFG
2131
Snider Financial Group
Washington
$562K +$562K +9,022 New
LFA
2132
Laraway Financial Advisors
Minnesota
$560K +$18.8K +302 +3%
LWM
2133
Liberty Wealth Management
California
$560K +$13.4K +216 +2%
RWA
2134
River Wealth Advisors
Pennsylvania
$560K -$86.2K -1,384 -13%
CS
2135
Crescent Sterling
Louisiana
$560K -$685 -11 -0.1%
PMSA
2136
Patrick M. Sweeney & Associates
Illinois
$559K +$436 +7 +0.1%
AWM
2137
Aegis Wealth Management
Maryland
$558K +$558K +8,960 New
JWM
2138
Jeppson Wealth Management
California
$556K -$3.11K -50 -0.6%
NWMG
2139
Nicholson Wealth Management Group
South Carolina
$555K -$56.3K -904 -9%
WF
2140
Wayfinding Financial
Washington
$555K +$555K +8,919 New
HGWM
2141
Horst & Graben Wealth Management
Oregon
$554K +$1.06K +17 +0.2%
BFA
2142
Buttonwood Financial Advisors
Maryland
$553K -$54.1K -869 -9%
FPGT
2143
Financial Partners Group (Tennessee)
Tennessee
$551K -$165K -2,654 -23%
FB
2144
First Bancorp
Maine
$550K +$2.37K +38 +0.4%
AWA
2145
Amplius Wealth Advisors
Pennsylvania
$550K -$13.3K -214 -2%
DWMS
2146
Dominguez Wealth Management Solutions
Virginia
$550K -$28.6K -459 -5%
BIM
2147
Baldwin Investment Management
Pennsylvania
$549K -$32.1K -515 -6%
RWP
2148
Revolve Wealth Partners
New Jersey
$548K +$18.2K +293 +3%
LFG
2149
Lazard Frères Gestion
France
$546K – – –
SWA
2150
Strata Wealth Advisors
Texas
$545K +$15.3K +246 +3%
84 85
86
87 88