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Coca-Cola
KO

Overview Fund Activity

3,111 hedge funds and large institutions have $218B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,229 increasing their positions, 1,278 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+102
Holders Change %
+3.39%
% of All Funds
45%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.08%
New
234
Increased
1,229
Reduced
1,278
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.37B
2
Capital International Investors
Capital International Investors
California
+$915M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$805M
4
GQG Partners
GQG Partners
Florida
+$793M
5
AIM
Alphinity Investment Management
Australia
+$697M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$502M
2
Citadel Advisors
Citadel Advisors
Florida
-$370M
3
State Street
State Street
Massachusetts
-$343M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$264M
5
APG Asset Management
APG Asset Management
Netherlands
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
2476
Cultivar Capital
Texas
$350K – – –
SW
2477
Solidarity Wealth
Utah
$349K – – –
ABTD
2478
Arvest Bank Trust Division
Oklahoma
$349K +$349K +4,860 New
DCM
2479
DGS Capital Management
New Jersey
$349K +$40.3K +561 +13%
RDFA
2480
Ritter Daniher Financial Advisory
Ohio
$349K – – –
TAM
2481
Tucker Asset Management
Colorado
$349K -$248K -3,450 -42%
TSWM
2482
Tyler-Stone Wealth Management
Ohio
$348K +$185K +2,574 +113%
ZIG
2483
Zuckerman Investment Group
Illinois
$347K -$68.6K -954 -16%
FSA
2484
Fort Sheridan Advisors
Illinois
$347K +$57.8K +804 +20%
KCIC
2485
Kuhn & Co Investment Counsel
Illinois
$347K +$72 +1 +0%
DDPIC
2486
Deroy & Devereaux Private Investment Counsel
Michigan
$346K – – –
HVIA
2487
Hudson Valley Investment Advisors
New York
$346K -$14.9K -207 -4%
C
2488
CEDRUS
Colorado
$346K -$149K -2,071 -30%
TSWM
2489
Triangle Securities Wealth Management
North Carolina
$345K +$31K +431 +10%
FIM
2490
Fernwood Investment Management
Massachusetts
$345K -$70.1K -975 -17%
GHA
2491
Granite Harbor Advisors
Texas
$345K +$84.7K +1,179 +33%
WSWA
2492
Warren Street Wealth Advisors
California
$344K -$7.33K -102 -2%
WAG
2493
Winthrop Advisory Group
Massachusetts
$344K -$796 -11 -0.2%
MA
2494
Mezzasalma Advisors
New Jersey
$344K -$1.73K -24 -0.5%
WA
2495
Wambolt & Associates
Colorado
$343K -$12K -168 -3%
TPWA
2496
TRUE Private Wealth Advisors
Oregon
$343K -$465K -6,467 -58%
PMFA
2497
Plante Moran Financial Advisors
Michigan
$343K +$6.97K +97 +2%
AT
2498
Avalon Trust
New Mexico
$342K – – –
IDA
2499
Intelligence Driven Advisers
California
$342K +$70.6K +983 +26%
AFG
2500
Albion Financial Group
Utah
$342K – – –
98 99
100
101 102