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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 %
WKSWA
2151
White Knight Strategic Wealth Advisors
New Jersey
$545K +$545K +8,758 New
CC
2152
Callan Capital
California
$544K +$95.6K +1,536 +21%
FCM
2153
Firestone Capital Management
Florida
$542K +$498 +8 +0.1%
MWM
2154
Mattern Wealth Management
Kansas
$542K -$10.6K -170 -2%
WMWM
2155
Wilkins Miller Wealth Management
Alabama
$542K +$542K +8,707 New
SAM
2156
S.A. Mason
Michigan
$542K +$20.8K +334 +4%
FA
2157
Fagan Associates
New York
$541K – – –
CCB
2158
Cutter & Co Brokerage
Missouri
$541K – – –
WAG
2159
Wallace Advisory Group
California
$540K +$12.4K +172 +2%
VCM
2160
Versant Capital Management
Arizona
$540K +$116K +1,867 +27%
BWP
2161
Burling Wealth Partners
Illinois
$539K +$539K +8,659 New
RCM
2162
Requisite Capital Management
Texas
$538K +$31.1K +500 +6%
CC
2163
Cornerstone Capital
California
$538K -$7.72K -124 -1%
NA
2164
Nautilus Advisors
California
$536K +$536K +8,614 New
WIA
2165
Westbourne Investment Advisors
Maryland
$536K – – –
MWM
2166
MOKAN Wealth Management
Kansas
$536K +$536K +8,608 New
MFC
2167
Morris Financial Concepts
South Carolina
$534K +$114K +1,832 +27%
IRC
2168
Investors Research Corp
Georgia
$534K – – –
TNA
2169
True North Advisors
Texas
$534K +$48.6K +781 +10%
MFF
2170
Michels Family Financial
Texas
$534K +$534K +8,569 New
NG
2171
Novem Group
New York
$533K +$533K +8,562 New
ABLA
2172
Alan B. Lancz & Associates
Ohio
$532K – – –
AA
2173
Addison Advisors
Vermont
$532K -$6.04K -97 -1%
SLC
2174
Second Line Capital
Louisiana
$531K -$26.6K -427 -5%
WA1
2175
Wimmer Associates 1
California
$531K – – –
85 86
87
88 89