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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 %
KCM
2876
KRS Capital Management
Michigan
$206K -$23.6K -328 -10%
MCM
2877
McRae Capital Management
New Jersey
$206K +$206K +2,861 New
BPFA
2878
Barnes Pettey Financial Advisors
Mississippi
$205K +$205K +2,859 New
IPA
2879
Investment Planning Advisors
Georgia
$205K – – –
PWM
2880
Prosperity Wealth Management
California
$205K +$205K +2,853 New
WAM
2881
Worth Asset Management
Texas
$205K +$205K +2,852 New
IRAG
2882
Investment Research & Advisory Group
Georgia
$205K -$32.3K -450 -14%
CIS
2883
Custom Index Systems
New York
$204K +$204K +2,843 New
SPI
2884
Santori & Peters Inc
Pennsylvania
$204K +$204K +2,839 New
VBCG
2885
Valley Brook Capital Group
Pennsylvania
$202K +$202K +2,806 New
AFGAS
2886
Allegiance Financial Group Advisory Services
Virginia
$202K +$202K +2,804 New
BWM
2887
Boyd Wealth Management
California
$201K +$201K +2,803 New
TFP
2888
Tilia Fiduciary Partners
North Carolina
$201K +$201K +2,802 New
ACM
2889
AUA Capital Management
Pennsylvania
$201K +$201K +2,802 New
PIN
2890
Prudent Investors Network
California
$201K -$7.87M -109,555 -98%
RFN
2891
RDA Financial Network
Iowa
$201K +$201K +2,800 New
LFASL
2892
Lugano Financial Advisors SA (LFA)
Switzerland
$201K – – –
TIM
2893
Tortoise Investment Management
New York
$201K -$6.47K -90 -3%
FWM
2894
Forza Wealth Management
Florida
$201K +$201K +2,798 New
IWS
2895
Insight Wealth Strategies
California
$201K +$201K +2,798 New
SWM
2896
Sanctuary Wealth Management
Idaho
$201K +$129K +1,789 +178%
AWA
2897
Adapt Wealth Advisors
Georgia
$200K +$200K +2,789 New
AIA
2898
Accelerate Investment Advisors
California
$200K +$200K +2,785 New
NWM
2899
Napa Wealth Management
California
$200K +$200K +2,785 New
I
2900
IMPACTfolio
Colorado
$200K +$200K +2,785 New
114 115
116
117 118