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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 %
1IA
3001
1620 Investment Advisors
Massachusetts
$63.5K -$48.8K -679 -43%
DWS
3002
Dynamic Wealth Strategies
California
$63K – – –
CAM
3003
Costello Asset Management
Pennsylvania
$60.4K +$28.7K +400 +91%
NL
3004
NVWM LLC
Pennsylvania
$58.9K -$10.4K -145 -15%
PP
3005
PrairieView Partners
Minnesota
$58K -$1.15K -16 -2%
OWP
3006
ORG Wealth Partners
Texas
$57.5K +$57.5K +800 New
CWM
3007
Cranbrook Wealth Management
Michigan
$57.5K – – –
MFC
3008
Mechanics Financial Corp
Ohio
$57.5K +$57.5K +800 New
DP
3009
Denver PWM
Colorado
$56.5K -$2.16K -30 -4%
RAM
3010
Riggs Asset Management
Pennsylvania
$54.9K – – –
SC
3011
Sawyer & Company
Massachusetts
$54K – – –
AWM
3012
Activest Wealth Management
Florida
$52.2K +$6.11K +85 +13%
DWM
3013
Dogwood Wealth Management
Kansas
$50.3K +$431 +6 +0.9%
DFA
3014
DHJJ Financial Advisors
Illinois
$50.3K – – –
MCI
3015
MRP Capital Investments
Georgia
$50.3K +$50.3K +700 New
FAM
3016
Flaharty Asset Management
Florida
$48.4K +$48.4K +674 New
MAM
3017
Meeder Asset Management
Ohio
$47.9K +$359 +5 +0.8%
FCG
3018
Financial Connections Group
California
$47K -$5.73K -80 -11%
RCM
3019
Richardson Capital Management
Wisconsin
$46.7K – – –
UCI
3020
Uncommon Cents Investing
Wisconsin
$46.7K +$46.7K +650 New
AFS
3021
Annapolis Financial Services
Maryland
$45.6K +$934 +13 +2%
CAM
3022
Creekmur Asset Management
Illinois
$44.2K +$72 +1 +0.2%
MCM
3023
MidAtlantic Capital Management
Virginia
$43.4K – – –
YAL
3024
Your Advocates Ltd
Texas
$43K – – –
AAG
3025
Accordant Advisory Group
Maryland
$41.3K +$4.46K +62 +12%
119 120
121
122 123