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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 %
NRC
2176
New Republic Capital
North Carolina
$531K +$92.3K +1,482 +21%
CA
2177
Capital Advantage
California
$530K +$530K +8,517 New
WPP
2178
Whalerock Point Partners
Rhode Island
$530K -$9.59K -154 -2%
SWK
2179
Stephen W. Kidder
$528K -$15.6K -250 -3%
CCC
2180
Compass Capital Corp
Massachusetts
$527K +$527K +8,479 New
AFM
2181
Armstrong Fleming & Moore
District of Columbia
$527K +$62 +1 +0%
TB
2182
Terril Brothers
Missouri
$527K +$8.72K +140 +2%
GWM
2183
GDS Wealth Management
Texas
$526K -$13.9K -223 -3%
3F
2184
360 Financial
Minnesota
$525K -$934 -15 -0.2%
YIM
2185
Yoffe Investment Management
Pennsylvania
$524K +$524K +8,420 New
IFS
2186
Ifrah Financial Services
Arkansas
$524K +$3.49K +56 +0.7%
EIM
2187
Essex Investment Management
Massachusetts
$523K -$6.1K -98 -1%
MFG
2188
Mosaic Financial Group
Illinois
$523K – – –
CA
2189
Cornerstone Advisory
Maryland
$522K +$46K +668 +10%
SC
2190
Sierra Capital
Florida
$521K -$68.5K -1,101 -12%
HAG
2191
HF Advisory Group
Maryland
$519K +$9.71K +156 +2%
AWAP
2192
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$519K -$8.65K -139 -2%
CGA
2193
Crescent Grove Advisors
Illinois
$518K +$70.7K +1,135 +16%
CWMS
2194
Cannon Wealth Management Services
North Carolina
$516K +$5.51K +87 +1%
GCM
2195
Goldstream Capital Management
Hong Kong
$515K -$643K -10,322 -56%
MPIA
2196
Mountain Pacific Investment Advisers
Idaho
$515K -$84.4K -1,355 -14%
AWA
2197
Arbor Wealth Advisors
Michigan
$515K +$50.9K +818 +11%
MFT
2198
Moisand Fitzgerald Tamayo
Florida
$514K -$1.18K -19 -0.2%
ACA
2199
Affinity Capital Advisors
California
$512K – – –
SIA
2200
SeaBridge Investment Advisors
New Jersey
$511K +$114K +1,833 +29%
86 87
88
89 90