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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 %
CIP
2376
Convergence Investment Partners
Florida
$405K -$3.49K -56 -0.9%
FC
2377
Fulcrum Capital
Washington
$405K – – –
EIG
2378
Ellenbecker Investment Group
Wisconsin
$404K -$14.9K -239 -4%
AFTS
2379
American Financial & Tax Strategies
New York
$403K +$13.2K +212 +3%
BFWA
2380
Benchmark Financial Wealth Advisors
Florida
$403K -$6.91K -111 -2%
GPWM
2381
Grant Private Wealth Management
California
$403K +$403K +6,472 New
SEIA
2382
Signature Estate & Investment Advisors
California
$403K +$560 +9 +0.1%
FC
2383
Forte Capital
New York
$402K -$78.2K -1,256 -16%
ARMT
2384
Amica Retiree Medical Trust
Rhode Island
$402K -$285K -4,572 -41%
SFWA
2385
Summit Financial Wealth Advisors
Louisiana
$401K +$11.3K +178 +3%
RIM
2386
RW Investment Management
Idaho
$400K – – –
LC
2387
Landaas & Company
Wisconsin
$400K – – –
HFM
2388
Hartford Financial Management
Connecticut
$400K -$189K -3,030 -32%
WHCI
2389
W.H. Cornerstone Investments
Massachusetts
$398K -$65.6K -1,054 -14%
CP
2390
Castleview Partners
Texas
$397K +$130K +2,104 +49%
JBA
2391
Johnson Bixby & Associates
Washington
$397K – – –
PCI
2392
Planning Center Inc
Illinois
$397K +$2.06K +33 +0.5%
HFS
2393
Hughes Financial Services
Virginia
$397K +$397K +6,374 New
CPL
2394
Capital & Planning LLC
Georgia
$396K +$396K +6,360 New
CC
2395
Centiva Capital
New York
$395K -$708K -11,378 -64%
LA
2396
LexAurum Advisors
Kansas
$395K +$69.9K +1,122 +21%
MCCA
2397
Mill Creek Capital Advisors
Pennsylvania
$394K -$6.23K -100 -2%
SSWM
2398
Strait & Sound Wealth Management
California
$394K -$27.1K -435 -6%
KFGG
2399
Keystone Financial Group (Georgia)
Georgia
$394K +$394K +6,327 New
BGAI
2400
Bruce G. Allen Investments
Colorado
$393K – – –
94 95
96
97 98