KO icon

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 %
CGFA
2526
Colton Groome Financial Advisors
North Carolina
$331K – – –
OAS
2527
Optivise Advisory Services
Tennessee
$331K -$42.7K -594 -11%
IIA
2528
Integral Investment Advisors
California
$331K +$43.3K +603 +15%
HFP
2529
Holistic Financial Partners
Indiana
$330K +$74.4K +1,035 +29%
MW
2530
MBL Wealth
North Carolina
$330K +$5.75K +80 +2%
HCP
2531
Holt Capital Partners
Texas
$329K +$4.31K +60 +1%
CCM
2532
Chiron Capital Management
Florida
$329K +$9.77K +136 +3%
FPCG
2533
Fort Pitt Capital Group
Pennsylvania
$329K +$4.02K +56 +1%
TFM
2534
TFC Financial Management
Massachusetts
$329K +$12.4K +172 +4%
CPCP
2535
Cedar Point Capital Partners
Iowa
$329K -$4.31K -60 -1%
S
2536
Sachetta
Massachusetts
$328K – – –
RA
2537
Riversedge Advisors
Delaware
$327K -$5.89K -82 -2%
VWMG
2538
Virginia Wealth Management Group
Virginia
$327K – – –
WS
2539
Wela Strategies
Georgia
$327K -$40.9K -569 -11%
CPRC
2540
Consolidated Portfolio Review Corp
New York
$326K +$7.47K +104 +2%
BEAM
2541
Baker Ellis Asset Management
Washington
$325K +$80.8K +1,125 +33%
SAM
2542
Strategy Asset Managers
California
$324K +$324K +4,514 New
BWFA
2543
Baltimore-Washington Financial Advisors
Maryland
$324K -$6.04K -84 -2%
PFA
2544
Pathway Financial Advisors
Vermont
$324K – – –
NWAG
2545
Net Worth Advisory Group
Utah
$323K +$323K +4,500 New
DWA
2546
Delos Wealth Advisors
Texas
$323K -$575 -8 -0.2%
SI
2547
Stonekeep Investments
New Mexico
$323K – – –
WDL
2548
Well Done LLC
Michigan
$323K -$27.2K -379 -8%
CSWM
2549
Cassady Schiller Wealth Management
Ohio
$321K – – –
SWM
2550
Salvus Wealth Management
New Jersey
$321K +$33.3K +463 +12%
100 101
102
103 104