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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 %
AP
2326
Advisors Preferred
Maryland
$428K -$38.7K -626 -8%
FFP
2327
FourThought Financial Partners
Florida
$428K +$428K +6,870 New
CHA
2328
Cooper/Haims Advisors
New York
$427K +$436 +7 +0.1%
SFS
2329
Strategic Financial Services
New York
$426K +$99.9K +1,605 +31%
CRI
2330
Colonial River Investments
Virginia
$426K -$62.9K -1,011 -13%
KL
2331
KWMG LLC
Kansas
$425K +$62 +1 +0%
EGWAG
2332
Elwood & Goetz Wealth Advisory Group
Georgia
$425K +$4.05K +65 +1%
MAM
2333
Marotta Asset Management
Virginia
$425K – – –
CWP
2334
Capital Wealth Planning
Florida
$425K -$214K -3,433 -33%
LOPW
2335
Live Oak Private Wealth
North Carolina
$424K -$48.6K -780 -10%
OC
2336
Optima Capital
Oregon
$424K +$424K +6,811 New
KLWA
2337
Kelly Lawrence W & Associates
California
$424K -$42K -675 -9%
HBWM
2338
Hollow Brook Wealth Management
New York
$423K – – –
EWM
2339
Elevatus Welath Management
New York
$422K +$92.6K +1,488 +28%
BWM
2340
BKM Wealth Management
Wisconsin
$422K +$18.7K +301 +5%
S
2341
Sunpointe
Missouri
$421K +$55.2K +887 +15%
WFAG
2342
Wescott Financial Advisory Group
Pennsylvania
$421K +$37.5K +603 +10%
MA
2343
Mezzasalma Advisors
New Jersey
$421K +$123K +1,972 +41%
USWIA
2344
UP Strategic Wealth Investment Advisors
Pennsylvania
$420K +$97.8K +1,571 +30%
BWP
2345
Balboa Wealth Partners
Arizona
$419K +$67.2K +1,079 +19%
AW
2346
Alteri Wealth
California
$419K +$419K +6,734 New
LSIA
2347
LaSalle St. Investment Advisors
Illinois
$419K +$86.1K +1,385 +26%
KWM
2348
Kaydan Wealth Management
Michigan
$419K +$62 +1 +0%
PWM
2349
Paulson Wealth Management
Illinois
$418K +$32K +514 +8%
RF
2350
Rossby Financial
Florida
$418K +$418K +6,707 New
92 93
94
95 96