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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 %
JJBC
2201
James J. Burns & Company
New York
$511K +$109K +1,758 +27%
FNC
2202
First National Corp
Massachusetts
$510K +$1.93K +31 +0.4%
KB
2203
Kimelman & Baird
New York
$509K -$93.4K -1,500 -16%
GWA
2204
GGM Wealth Advisors
Maryland
$508K -$170K -2,734 -25%
AFAS
2205
Acorn Financial Advisory Services
Virginia
$507K +$5.67K +91 +1%
RMC
2206
Resources Management Corp
Connecticut
$507K – – –
NC
2207
NovaPoint Capital
Georgia
$507K -$23.3K -374 -4%
ETS
2208
ESL Trust Services
New York
$505K +$473K +7,600 +1,476%
SIA
2209
Schear Investment Advisers
Ohio
$505K +$66.2K +1,064 +15%
SCP
2210
Sivia Capital Partners
California
$505K +$26.5K +426 +6%
EWM
2211
Evermay Wealth Management
Virginia
$505K -$14.3K -230 -3%
PTP
2212
Platform Technology Partners
New York
$503K +$125 +2 +0%
MC
2213
Middleton & Co
Massachusetts
$503K -$46.7K -750 -8%
IAS
2214
IMA Advisory Services
Colorado
$502K -$36.6K -588 -7%
AIA
2215
AssuredPartners Investment Advisors
Florida
$501K +$501K +8,043 New
TSW
2216
Three Seasons Wealth
Utah
$499K +$187 +3 +0%
RFS
2217
Retirement Financial Solutions
Tennessee
$498K -$2.68K -43 -0.5%
TWP
2218
Triad Wealth Partners
Kansas
$497K +$497K +7,988 New
MHWM
2219
Montz Harcus Wealth Management
Louisiana
$497K -$15.8K -253 -3%
BI
2220
Bolthouse Investments
California
$496K +$496K +7,973 New
AEPWM
2221
Atlantic Edge Private Wealth Management
Florida
$496K +$417K +6,696 +525%
PFA
2222
Plotkin Financial Advisors
Maryland
$496K – – –
FAFN
2223
First Affirmative Financial Network
Colorado
$495K +$57.8K +929 +13%
SHGA
2224
Sand Hill Global Advisors
California
$494K -$12.5K -201 -2%
1WA
2225
180 Wealth Advisors
Washington
$492K -$6.23K -100 -1%
87 88
89
90 91