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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 %
JCM
2426
Jacobsen Capital Management
Utah
$378K +$23.4K +376 +7%
SA
2427
Strategic Advocates
Utah
$377K -$114K -1,835 -23%
TIM
2428
Total Investment Management
Arizona
$375K +$20.6K +331 +6%
DIM
2429
Delta Investment Management
California
$375K -$67.6K -1,085 -15%
SSWG
2430
Seven Springs Wealth Group
Tennessee
$375K +$4.48K +72 +1%
FFG
2431
Frisch Financial Group
New York
$373K -$8.59K -138 -2%
WWC
2432
Waypoint Wealth Counsel
Georgia
$373K +$39.7K +637 +12%
ACM
2433
Armbruster Capital Management
New York
$372K – – –
OAM
2434
Oak Asset Management
California
$372K -$1.43K -23 -0.4%
EW
2435
Element Wealth
Mississippi
$372K +$3.18K +51 +0.9%
WMWM
2436
Whitaker-Myers Wealth Managers
Ohio
$371K +$371K +5,962 New
WMA
2437
Wealth Management Associates
New Jersey
$370K -$2.12K -34 -0.6%
JLBC
2438
J.L. Bainbridge & Co
Florida
$370K +$6.85K +110 +2%
FPCP
2439
Fort Point Capital Partners
California
$368K +$45.2K +726 +14%
PSC
2440
Prentiss Smith & Co
Vermont
$368K – – –
FGA
2441
Fortis Group Advisors
New Jersey
$368K -$1.12K -18 -0.3%
TVAMP
2442
Tennessee Valley Asset Management Partners
Tennessee
$368K -$623 -10 -0.2%
FM
2443
Foster & Motley
Ohio
$368K -$19.6K -315 -5%
CNB
2444
Camden National Bank
Maine
$368K -$15.7K -252 -4%
KPWG
2445
KFA Private Wealth Group
Virginia
$367K +$17.2K +276 +5%
BDA
2446
Borer Denton & Associates
Pennsylvania
$367K +$32.4K +520 +10%
LA
2447
Latitude Advisors
Florida
$366K -$33.1K -531 -8%
HKAM
2448
Horizon Kinetics Asset Management
New York
$365K -$9.34K -150 -2%
SPWG
2449
Sage Private Wealth Group
Illinois
$365K -$36.3K -583 -9%
NECFA
2450
New England Capital Financial Advisors
Connecticut
$365K +$1.43K +23 +0.4%
96 97
98
99 100