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 %
ITIM
2601
Indiana Trust & Investment Management
Indiana
$297K -$22.5K -313 -7%
OPOWM
2602
One Plus One Wealth Management
Florida
$297K -$21.6K -300 -7%
HFS
2603
Hoge Financial Services
Pennsylvania
$297K +$20K +278 +7%
CWA
2604
Centennial Wealth Advisory
Michigan
$296K -$216 -3 -0.1%
FWA
2605
FSM Wealth Advisors
Ohio
$296K +$39.9K +555 +16%
AAP
2606
Arax Advisory Partners
Colorado
$296K +$16.7K +233 +6%
BA
2607
Baugh & Associates
Georgia
$295K +$30.5K +473 +12%
LCM
2608
Liberty Capital Management
Michigan
$295K -$15.5K -215 -5%
GWCM
2609
Godshalk Welsh Capital Management
Pennsylvania
$295K – – –
CSA
2610
Cottage Street Advisors
Massachusetts
$294K +$1.22K +17 +0.4%
HG
2611
Harbor Group
New Hampshire
$294K – – –
MA
2612
MKT Advisors
California
$294K -$28.5K -402 -9%
CWA
2613
Consilio Wealth Advisors
Washington
$294K +$37.1K +516 +14%
RWM
2614
Reston Wealth Management
Virginia
$294K +$2.01K +28 +0.7%
CVM
2615
Cheviot Value Management
California
$293K – – –
SEA
2616
Stegent Equity Advisors
Texas
$293K +$61.7K +859 +27%
BCM
2617
BTC Capital Management
Iowa
$292K -$20.8K -290 -7%
EFG
2618
Ethos Financial Group
Pennsylvania
$292K -$2.75K -38 -0.9%
R
2619
Rebalance
California
$292K +$12.7K +177 +5%
SBF
2620
Sara-Bay Financial
Florida
$292K +$15.8K +220 +6%
BMCM
2621
Burns Matteson Capital Management
New York
$290K -$20.7K -288 -7%
BBA
2622
Braun-Bostich & Associates
Pennsylvania
$290K +$8.84K +123 +3%
FCM
2623
Family Capital Management
Michigan
$290K +$5.39K +75 +2%
SCM
2624
SOL Capital Management
Maryland
$290K -$15.1K -210 -5%
KSWWM
2625
Keyes Stange & Wooten Wealth Management
Florida
$289K +$2.16K +30 +0.8%
103 104
105
106 107