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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 %
CFG
2451
Clayton Financial Group
Missouri
$364K +$16.4K +263 +5%
PGWM
2452
Parisi Gray Wealth Management
New Jersey
$364K +$125 +2 +0%
BFA
2453
Bill Few Associates
Pennsylvania
$363K -$4.11K -66 -1%
LWM
2454
Lakeridge Wealth Management
Ohio
$362K +$3.24K +52 +0.9%
KWM
2455
Keebeck Wealth Management
Illinois
$362K +$13.9K +224 +4%
BTIM
2456
BancFirst Trust & Investment Management
Oklahoma
$362K +$3.1K +50 +0.9%
TCM
2457
Traynor Capital Management
Pennsylvania
$361K +$36.9K +593 +11%
SIA
2458
SGL Investment Advisors
Montana
$360K +$59.4K +865 +20%
HP
2459
Holistic Planning
Texas
$360K +$4.73K +76 +1%
SFS
2460
Security Financial Services
Indiana
$360K +$15.4K +248 +4%
CYG
2461
Clean Yield Group
Vermont
$360K -$1.74K -28 -0.5%
W
2462
Wealthquest
Ohio
$359K +$2.06K +33 +0.6%
BPW
2463
Bingham Private Wealth
California
$359K +$359K +5,772 New
FA
2464
Fiducient Advisors
Illinois
$359K +$2.12K +34 +0.6%
PPC
2465
Pennington Partners & Co
Maryland
$359K +$359K +5,765 New
BA
2466
Brightwater Advisory
Florida
$359K +$62 +1 +0%
NNPTE
2467
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$358K -$5.98M -96,038 -94%
DAM
2468
Doheny Asset Management
California
$358K – – –
MWS
2469
MFA Wealth Services
California
$357K +$357K +5,741 New
OBWG
2470
Onyx Bridge Wealth Group
New York
$357K -$16.1K -258 -4%
TWM
2471
Tradition Wealth Management
Minnesota
$357K +$10.4K +167 +3%
GTAM
2472
Global Trust Asset Management
Florida
$357K – – –
RFA
2473
Rollins Financial Advisors
New York
$356K -$101K -1,615 -22%
MHR
2474
Matthew Hamilton Rosenberg
$355K +$8.53K +137 +2%
1WM
2475
1900 Wealth Management
Texas
$355K +$125 +2 +0%
97 98
99
100 101