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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 %
JF
2851
JSF Financial
California
$213K +$213K +2,966 New
TLP
2852
Trinity Legacy Partners
Texas
$212K +$212K +3,017 New
TWM
2853
TCFG Wealth Management
California
$212K +$212K +2,949 New
BB
2854
Berkshire Bank
Massachusetts
$212K +$212K +2,946 New
BFG
2855
Bouchey Financial Group
New York
$212K +$212K +2,943 New
BTWM
2856
Brass Tax Wealth Management
Ohio
$211K +$211K +2,942 New
PWA
2857
Physician Wealth Advisors
Utah
$211K -$41.4K -588 -16%
CF
2858
Convergence Financial
Missouri
$211K -$57.8K -804 -22%
AIMA
2859
Ables Iannone Moore & Associates
Georgia
$210K +$210K +2,921 New
AWP
2860
Ascent Wealth Partners
New York
$210K +$210K +2,916 New
PFG
2861
Prosperity Financial Group
California
$209K +$209K +2,910 New
AA
2862
Apriem Advisors
California
$208K +$208K +2,900 New
WOSD
2863
WFA of San Diego
California
$208K – – –
EPP
2864
ETF Portfolio Partners
Kansas
$208K +$208K +2,899 New
PWA
2865
Phoenix Wealth Advisors
North Carolina
$208K +$208K +2,894 New
KA
2866
Kooman & Associates
Pennsylvania
$208K +$208K +2,894 New
LAM
2867
LifePro Asset Management
California
$208K +$208K +2,893 New
AWG
2868
Altus Wealth Group
Colorado
$208K +$208K +2,891 New
BCM
2869
Bourgeon Capital Management
Connecticut
$208K +$208K +2,890 New
LFA
2870
Lauterbach Financial Advisors
Texas
$208K – – –
ACC
2871
Acorn Creek Capital
Colorado
$207K +$207K +2,881 New
LAM
2872
Lifestyle Asset Management
Texas
$207K +$207K +2,880 New
OA
2873
Operose Advisors
Wisconsin
$206K +$6.61K +92 +3%
WA
2874
WP Advisors
California
$206K +$206K +2,866 New
FCFC
2875
First Commonwealth Financial Corp
Pennsylvania
$206K +$206K +2,864 New
113 114
115
116 117