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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 %
FGWP
2251
Founders Grove Wealth Partners
Virginia
$479K +$479K +7,690 New
OL
2252
Optas LLC
Texas
$478K -$14.6K -234 -3%
MSCM
2253
McElhenny Sheffield Capital Management
Texas
$478K +$2.74K +44 +0.6%
TAM
2254
Titleist Asset Management
Texas
$477K +$87.9K +1,412 +23%
RCA
2255
Ranch Capital Advisors
Florida
$476K -$498 -8 -0.1%
MFGM
2256
Marshall Financial Group (Maryland)
Maryland
$476K +$10.9K +175 +2%
BCG
2257
Breakwater Capital Group
New Jersey
$475K -$13.3K -213 -3%
SOAMC
2258
Spirit of America Management Corp
New York
$473K – – –
SA
2259
SRH Advisors
Kansas
$473K +$2.12K +34 +0.4%
HFS
2260
Howard Financial Services
Texas
$473K +$56.2K +903 +14%
RWM
2261
RKL Wealth Management
Pennsylvania
$472K +$143K +2,303 +44%
WAM
2262
WNY Asset Management
New York
$472K -$213K -3,418 -31%
GFPC
2263
Global Financial Private Client
Florida
$471K -$5.6K -90 -1%
FFA
2264
Florida Financial Advisors
Florida
$471K +$138K +2,219 +42%
HTIM
2265
Harbour Trust & Investment Management
Indiana
$470K -$48.8K -783 -9%
SL
2266
Summitry LLC
California
$470K +$3.99K +64 +0.9%
SPI
2267
Sutton Place Investors
New York
$469K +$9.78K +157 +2%
BI
2268
BFI Infinity
Switzerland
$468K +$468K +7,522 New
PI
2269
Pettee Investors
Connecticut
$468K – – –
OHIS
2270
Oak Harvest Investment Services
Texas
$468K -$23.5K -377 -5%
RCM
2271
RMR Capital Management
California
$467K -$66.7K -1,072 -12%
HA
2272
Herold Advisors
New York
$467K +$13.6K +218 +3%
KCM
2273
Kathmere Capital Management
Pennsylvania
$467K +$71K +1,141 +18%
AA
2274
Acorns Advisers
California
$466K +$72.9K +1,171 +19%
WIM
2275
WealthPlan Investment Management
Nebraska
$465K -$557K -8,950 -55%
89 90
91
92 93