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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 %
APW
2351
Austin Private Wealth
Texas
$418K +$130K +2,089 +45%
EAM
2352
Empirical Asset Management
Massachusetts
$417K +$371K +103,018 +800%
SRC
2353
Shufro Rose & Co
New York
$417K +$24.9K +400 +6%
AI
2354
AdvisorShares Investments
Maryland
$417K +$417K +6,700 New
BWG
2355
Boomfish Wealth Group
Georgia
$416K -$2.68K -43 -0.6%
VAS
2356
Vestmark Advisory Solutions
Massachusetts
$416K +$416K +6,683 New
FFG
2357
Fortress Financial Group
Minnesota
$416K +$416K +6,680 New
SAM
2358
Sawgrass Asset Management
Florida
$415K -$17.1K -275 -4%
SMH
2359
Sanders Morris Harris
Texas
$414K – – –
CP
2360
Canopy Partners
Ohio
$413K +$36K +578 +10%
DSC
2361
Duncker Streett & Co
Missouri
$413K -$11K -177 -3%
LWM
2362
Lodestone Wealth Management
Washington
$412K +$498 +8 +0.1%
API
2363
Asset Planning Inc
California
$412K +$412K +6,613 New
BSC
2364
Brown Shipley & Co
United Kingdom
$411K -$8.59K -138 -2%
FFG
2365
Fiduciary Financial Group
California
$411K +$5.8K +95 +1%
KF
2366
KKM Financial
Illinois
$410K – – –
CPWA
2367
Cerro Pacific Wealth Advisors
California
$410K +$1.87K +26 +0.5%
UPS
2368
UHLMANN PRICE SECURITIES
Illinois
$409K +$1.49K +24 +0.4%
NFTC
2369
North Forty Two & Co
Oregon
$408K +$408K +6,549 New
GKWIM
2370
Gerber Kawasaki Wealth & Investment Management
California
$407K +$17.7K +285 +5%
RPCONE
2371
Retirement Planning Company of New England
Rhode Island
$407K +$12.4K +199 +3%
CFP
2372
Cascade Financial Partners
California
$406K +$62.3K +1,001 +18%
DA
2373
Dillon & Associates
Michigan
$406K +$12.5K +201 +3%
IP
2374
Integras Partners
Georgia
$406K +$406K +6,520 New
GC
2375
Gibson Capital
Pennsylvania
$405K +$872 +14 +0.2%
93 94
95
96 97