Signals

← Signals

☆KO

184 in-universe funds with a nonzero position in KO within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7118
Score / z0.000 / -0.03
Consensus63.00 over 128 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-07-28 8-K 2.02, 9.01
2026-07-16 8-K 8.01
2026-06-25 8-K 5.02, 9.01
2026-05-01 8-K 5.07
2026-04-28 8-K 2.02, 9.01
2026-02-20 8-K 5.02, 9.01
2026-02-10 8-K 2.02, 9.01
2026-01-14 8-K 5.02, 9.01
2025-12-10 8-K 5.02, 9.01
2025-10-21 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-08-08 424B5 COCA COLA CO
2024-08-07 424B5 COCA COLA CO
2024-05-07 424B5 COCA COLA CO
2024-05-06 424B5 COCA COLA CO
2021-05-10 424B5 COCA COLA CO
2021-04-28 424B5 COCA COLA CO
2021-04-28 424B5 COCA COLA CO
2021-03-01 424B5 COCA COLA CO
2021-03-01 424B5 COCA COLA CO
2020-09-14 424B5 COCA COLA CO
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 6,161.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,545.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,933.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,393.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 958.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 859.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 848.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 531.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 473.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 260.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 246.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 177.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 170.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 134.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 93.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STRS OHIO CIK 0000820478 0.777 2154 86.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 82.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 79.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 79.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 58.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 50.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 46.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 32.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 32.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 24.0 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 22.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 22.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 19.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 17.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 16.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 13.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 11.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 5.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Farmers National Bank CIK 0001632966 0.440 180 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 5.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 5.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMIRAL GESTION CIK 0001828064 0.427 16 4.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 4.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 4.0 3.2% 2 +0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 3.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.4 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 3.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆111 Capital CIK 0002060412 0.025 488 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.3 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SL ADVISORS, LLC CIK 0001680365 0.505 32 0.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just KO). Qtrs Held counts distinct quarters this fund has actually held KO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KO position size. Δ columns are the percentage-point change in KO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status