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 %
BL
2551
BFSG LLC
California
$321K -$647 -9 -0.2%
SFA
2552
Source Financial Advisors
New York
$321K +$575 +8 +0.2%
WWP
2553
WR Wealth Planners
Missouri
$321K +$16.6K +231 +5%
TF
2554
Threadgill Financial
Texas
$321K -$51.2K -713 -14%
BBNA
2555
Bremer Bank National Association
Minnesota
$320K -$3.57M -49,745 -92%
JWS
2556
Juncture Wealth Strategies
Arizona
$320K +$320K +4,455 New
FFG
2557
Fortem Financial Group
California
$320K -$594K -8,270 -65%
PTCG
2558
Pring Turner Capital Group
California
$319K -$43.1K -600 -12%
LT
2559
Legacy Trust
Michigan
$316K +$25.9K +360 +9%
PWM
2560
PBMares Wealth Management
Virginia
$316K +$144 +2 +0%
BBP
2561
Banco BTG Pactual
Brazil
$316K -$521K -7,256 -62%
BOS
2562
Bank of Stockton
California
$314K – – –
TF
2563
Trek Financial
Arizona
$314K -$161K -2,240 -34%
NCTC
2564
New Covenant Trust Company
Indiana
$314K +$10.3K +144 +3%
AGC
2565
Aspen Grove Capital
Colorado
$313K – – –
PIA
2566
Pinion Investment Advisors
Kansas
$312K -$48K -668 -13%
BWM
2567
BCGM Wealth Management
Indiana
$311K +$1.51K +21 +0.5%
DS
2568
DRW Securities
Illinois
$311K -$716K -9,991 -70%
FA
2569
FDx Advisors
Illinois
$311K +$1.01K +14 +0.3%
CWM
2570
CarsonAllaria Wealth Management
Illinois
$311K -$14.4K -200 -4%
TRIA
2571
Trail Ridge Investment Advisors
Colorado
$311K – – –
CP
2572
Castleview Partners
Texas
$311K -$18.3K -255 -6%
WG
2573
Watchman Group
Texas
$310K +$4.02K +56 +1%
WIM
2574
Westside Investment Management
California
$309K – – –
AIM
2575
Athena Investment Management
California
$309K -$3.59K -50 -1%
101 102
103
104 105