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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 %
AIM
2401
Acropolis Investment Management
Missouri
$393K -$21.2K -341 -5%
WA
2402
Wealth Architects
California
$393K -$20.4K -327 -5%
GIP
2403
Granite Investment Partners
California
$392K -$3.11K -50 -0.8%
EWM
2404
Executive Wealth Management
Michigan
$392K -$21.9K -352 -5%
GIM
2405
Goelzer Investment Management
Indiana
$392K -$205K -3,297 -34%
CCM
2406
Crew Capital Management
Ohio
$391K – – –
CWM
2407
Circle Wealth Management
New Jersey
$390K +$7.47K +120 +2%
KCFA
2408
Key Client Fiduciary Advisors
New Jersey
$389K +$6.35K +102 +2%
LJHT
2409
Laurie J. Hall Trustee
$389K -$18.7K -300 -5%
FWM
2410
FSA Wealth Management
Massachusetts
$389K +$3.8K +61 +1%
MWM
2411
Marietta Wealth Management
Georgia
$389K +$1.25K +20 +0.3%
CNTOF
2412
Canandaigua National Trust of Florida
New York
$389K +$99.6K +1,600 +34%
PM
2413
Parametrica Management
Hong Kong
$389K +$389K +6,243 New
FNA
2414
First National Advisers
Nebraska
$388K -$38.9K -624 -9%
TIA
2415
Tiemann Investment Advisors
California
$386K -$3.99K -64 -1%
APC
2416
Asset Planning Corporation
Tennessee
$384K – – –
RWS
2417
Resolute Wealth Strategies
Mississippi
$384K +$62 +1 +0%
CCA
2418
Catalyst Capital Advisors
New York
$384K +$216K +3,466 +128%
AGA
2419
Arkos Global Advisors
Texas
$384K -$1.37K -22 -0.4%
SFG
2420
SNS Financial Group
Minnesota
$384K -$62.1K -997 -14%
GAM
2421
Gould Asset Management
California
$382K +$23.3K +375 +7%
OA
2422
Oceanside Advisors
South Carolina
$381K – – –
DFP
2423
Defined Financial Planning
California
$380K +$380K +6,105 New
SFA
2424
Souders Financial Advisors
Ohio
$379K +$30.8K +494 +9%
OIC
2425
Orion Investment Company
Missouri
$379K +$62.3K +1,000 +20%
95 96
97
98 99