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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 %
ZAM
2651
Zevin Asset Management
Massachusetts
$276K +$718 +10 +0.3%
SCI
2652
Silver Coast Investments
United States
$276K -$13.7K -191 -5%
NCM
2653
Northside Capital Management
Oregon
$276K – – –
CIP
2654
Capital Insight Partners
Arizona
$275K -$15.5K -215 -5%
1IA
2655
1834 Investment Advisors
Wisconsin
$274K -$372K -5,177 -58%
AWM
2656
Aviso Wealth Management
Washington
$274K -$23.8K -331 -8%
SFC
2657
Swisher Financial Concepts
Ohio
$274K +$844 +12 +0.3%
SIA
2658
SGL Investment Advisors
Montana
$274K +$274K +4,378 New
TWP
2659
Tempus Wealth Planning
California
$274K +$2.52K +35 +0.9%
FC
2660
FCA Corp
Texas
$273K -$15.5K -216 -5%
PHWM
2661
Pine Harbor Wealth Management
Maryland
$273K +$1.73K +24 +0.6%
SWM
2662
Shakespeare Wealth Management
Wisconsin
$273K +$1.44K +20 +0.5%
POIA
2663
Pin Oak Investment Advisors
Texas
$272K -$13.9K -194 -5%
MLFP
2664
MPS Loria Financial Planners
Illinois
$272K +$1.01K +14 +0.4%
FSC
2665
Full Sail Capital
Oklahoma
$271K -$1.53M -21,249 -85%
BMC
2666
Benin Management Corp
Connecticut
$271K -$20.3K -283 -7%
BCMLT
2667
Beacon Capital Management LLC (Tennessee)
Tennessee
$271K -$95.8K -1,333 -26%
PPWM
2668
Paragon Private Wealth Management
Kentucky
$271K +$271K +3,771 New
SFG
2669
Socha Financial Group
New York
$271K +$144 +2 +0.1%
BSTWA
2670
Blake Schutter Theil Wealth Advisors
Ohio
$270K +$270K +3,762 New
GWM
2671
Greenwich Wealth Management
Connecticut
$270K -$32.2K -448 -11%
PFM
2672
Phillips Financial Management
Indiana
$270K -$6.11K -85 -2%
IA
2673
Insight Advisors
Pennsylvania
$269K +$6.25K +87 +2%
PCM
2674
Princeton Capital Management
New Jersey
$269K – – –
CWM
2675
Cabot Wealth Management
Massachusetts
$269K – – –
105 106
107
108 109