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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 %
OSNBOA
2701
Old Second National Bank of Aurora
Illinois
$260K – – –
CWM
2702
CCG Wealth Management
California
$260K +$10.7K +149 +4%
LRWA
2703
Long Run Wealth Advisors
New York
$259K – – –
GWAG
2704
Garrett Wealth Advisory Group
Texas
$259K +$259K +3,604 New
DW
2705
Dodds Wealth
Colorado
$259K +$25.6K +370 +11%
5SA
2706
5th Street Advisors
Connecticut
$259K +$259K +3,600 New
TFA
2707
Trinity Financial Advisors
Ohio
$258K +$735 +11 +0.3%
WIM
2708
Warwick Investment Management
Texas
$258K +$8.34K +116 +3%
EGA
2709
E&G Advisors
Texas
$258K -$7.15K -100 -3%
PWM
2710
Power Wealth Management
Georgia
$257K -$8.62K -120 -3%
NI
2711
NCP Inc
California
$257K +$21.6K +300 +9%
CWC
2712
Carolinas Wealth Consulting
North Carolina
$256K +$23.8K +329 +10%
CA
2713
Claris Advisors
Missouri
$256K +$256K +3,569 New
NWA
2714
Navis Wealth Advisors
New York
$256K +$1.22K +17 +0.5%
C
2715
Covestor
United Kingdom
$256K +$3.96K +55 +2%
HOWA
2716
Heritage Oak Wealth Advisors
Florida
$256K -$315K -4,382 -55%
NWWA
2717
New Wave Wealth Advisors
Arkansas
$256K -$52.2K -726 -17%
CWA
2718
CM Wealth Advisors
Ohio
$255K – – –
AF
2719
Affiance Financial
Minnesota
$255K – – –
DI
2720
Disciplined Investments
Oklahoma
$255K – – –
CT
2721
Coastline Trust
Rhode Island
$254K – – –
AWM
2722
Act Wealth Management
Texas
$254K +$2.16K +30 +0.9%
BIM
2723
Breakwater Investment Management
Washington
$254K – – –
TW
2724
Trajan Wealth
Arizona
$253K -$345K -4,800 -58%
MSR
2725
Main Street Research
Connecticut
$252K +$2.1K +29 +0.8%
107 108
109
110 111