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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 %
BFPW
2276
BOK Financial Private Wealth
Colorado
$464K -$101K -1,622 -18%
COCM
2277
Charter Oak Capital Management
New Hampshire
$463K +$1.68K +27 +0.4%
PMWMG
2278
Parr McKnight Wealth Management Group
Minnesota
$462K +$462K +7,425 New
CWAG
2279
Compton Wealth Advisory Group
Virginia
$460K -$12.8K -206 -3%
SHF
2280
Safe Harbor Fiduciary
Florida
$456K +$10.7K +172 +2%
CCA
2281
Clearwater Capital Advisors
Illinois
$456K -$141K -2,257 -24%
FSCM
2282
Front Street Capital Management
Montana
$456K -$4.11K -66 -0.9%
MGIA
2283
Matthew Goff Investment Advisor
Texas
$455K +$7.6K +122 +2%
WDG
2284
Wealth Dimensions Group
Ohio
$455K +$6.79K +109 +2%
RA
2285
Rise Advisors
New York
$455K -$28.4K -456 -6%
FIM
2286
Freedom Investment Management
Connecticut
$455K +$66.7K +1,071 +17%
SCA
2287
Strathmore Capital Advisors
North Carolina
$455K +$455K +7,301 New
AFC
2288
AFT Forsyth & Company
Florida
$454K -$12.5K -200 -3%
ACP
2289
Aveo Capital Partners
Colorado
$454K -$42.4K -681 -9%
BAM
2290
Bosun Asset Management
Illinois
$453K +$41.1K +660 +10%
RWA
2291
Redhawk Wealth Advisors
Minnesota
$453K -$73.9K -1,187 -14%
SAW
2292
Signal Advisors Wealth
Michigan
$453K -$344K -5,532 -43%
FCFC
2293
First Citizens Financial Corp
Iowa
$451K +$87.2K +1,400 +24%
CHP
2294
Cable Hill Partners
Oregon
$451K -$71.3K -1,145 -14%
CAWM
2295
Capital Advisors Wealth Management
Washington
$450K -$2.93K -47 -0.6%
GA
2296
Greenspring Advisors
Maryland
$450K – – –
QWM
2297
Quadcap Wealth Management
Texas
$449K -$46.8K -752 -9%
FFA
2298
Fragasso Financial Advisors
Pennsylvania
$449K +$3.67K +59 +0.8%
VCM
2299
Vision Capital Management
Oregon
$448K +$6.41K +103 +1%
USB
2300
Union Savings Bank
Connecticut
$448K -$3.74K -60 -0.8%
90 91
92
93 94