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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 %
RCA
2226
Resonant Capital Advisors
Wisconsin
$492K -$4.23K -68 -0.9%
CIC
2227
Chilton Investment Company
Connecticut
$492K -$66.5K -1,068 -12%
SWA
2228
SOA Wealth Advisors
New York
$492K +$28.9K +464 +6%
AAS
2229
Annex Advisory Services
Wisconsin
$492K +$21.1K +339 +4%
LWM
2230
Level Wealth Management
North Carolina
$490K +$490K +7,876 New
CPA
2231
Cardiff Park Advisors
California
$490K +$560 +9 +0.1%
HTHT
2232
Hemenway Trust Hemenway Trust
New Hampshire
$489K -$33.6K -540 -6%
IPW
2233
Inlet Private Wealth
Florida
$489K -$62.3K -1,000 -11%
CAS
2234
Coppell Advisory Solutions
Texas
$489K -$727K -11,714 -60%
VCP
2235
Verus Capital Partners
Arizona
$488K +$18.7K +300 +4%
PCMC
2236
Paragon Capital Management (Colorado)
Colorado
$488K -$33.9K -544 -6%
FC
2237
Fairscale Capital
New Hampshire
$487K -$2.93K -47 -0.6%
BWG
2238
Beta Wealth Group
California
$486K +$486K +7,813 New
QPWM
2239
Quadrant Private Wealth Management
Pennsylvania
$486K -$15.2K -244 -3%
AGWCA
2240
Annis Gardner Whiting Capital Advisors
Florida
$485K +$16.1K +259 +3%
AHL
2241
Abel Hall LLC
Louisiana
$484K -$21.3K -342 -4%
ICP
2242
Interchange Capital Partners
Pennsylvania
$484K -$42.7K -686 -8%
OCM
2243
One Capital Management
California
$483K +$872 +14 +0.2%
KFA
2244
Kapstone Financial Advisors
Ohio
$483K – – –
IPAM
2245
Investment Partners Asset Management
New Jersey
$482K +$49.3K +792 +11%
CFA
2246
CWS Financial Advisors
Michigan
$482K +$2.8K +45 +0.6%
GXJ
2247
Global X Japan
Japan
$481K +$82.1K +1,319 +21%
ICA
2248
Infrastructure Capital Advisors
New York
$480K +$480K +7,713 New
SAM
2249
SignalPoint Asset Management
Missouri
$480K +$13.7K +220 +3%
QL
2250
Quarry LP
New York
$479K +$479K +7,695 New
88 89
90
91 92