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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 %
NJBEST
2826
New Jersey Better Educational Savings Trust
New Jersey
$218K +$218K +3,028 New
CWM
2827
Castle Wealth Management
Florida
$217K +$217K +3,003 New
WG
2828
Winton Group
United Kingdom
$217K -$215K -2,987 -50%
PFG
2829
PAX Financial Group
Texas
$217K +$217K +3,020 New
SFMG
2830
Sage Financial Management Group
Virginia
$217K +$217K +3,016 New
WWP
2831
Waypoint Wealth Partners
California
$217K -$34K -473 -14%
RFS
2832
Richardson Financial Services
Massachusetts
$217K – – –
SCA
2833
Southern Capital Advisors
Tennessee
$217K -$141K -1,958 -39%
CWM
2834
Cherrydale Wealth Management
New Jersey
$217K +$217K +3,015 New
DFA
2835
DHK Financial Advisors
New Hampshire
$216K +$216K +2,987 New
AWS
2836
Aspen Wealth Strategies
Colorado
$216K +$216K +3,005 New
CPW
2837
Crestmont Private Wealth
Texas
$216K +$216K +3,001 New
CCM
2838
Carderock Capital Management
Maryland
$216K -$18K -250 -8%
PWP
2839
Private Wealth Partners
California
$216K +$216K +3,000 New
BDF
2840
Black Diamond Financial
Maryland
$215K +$215K +2,998 New
WFA
2841
WMG Financial Advisors
Tennessee
$215K +$215K +2,997 New
FFO
2842
Fortitude Family Office
Arizona
$215K +$151K +2,103 +236%
TFG
2843
Taylor Financial Group
Virginia
$215K +$215K +2,993 New
GA
2844
Goldstein Advisors
Wisconsin
$215K +$215K +2,985 New
TPW
2845
Tiller Private Wealth
Pennsylvania
$214K +$214K +2,984 New
HWM
2846
Hemington Wealth Management
Virginia
$214K -$912 -14 -0.4%
YWS
2847
Yarger Wealth Strategies
Ohio
$214K +$214K +2,975 New
HC
2848
Hourglass Capital
Texas
$213K +$213K +2,969 New
GCP
2849
Gill Capital Partners
Colorado
$213K +$213K +2,968 New
NFW
2850
Noble Family Wealth
Florida
$213K +$213K +2,967 New
112 113
114
115 116