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Coca-Cola
KO

Overview Fund Activity

3,009 hedge funds and large institutions have $196B invested in Coca-Cola in 2024 Q2 according to their latest regulatory filings, with 194 funds opening new positions, 1,211 increasing their positions, 1,276 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,009
Holders Change
+50
Holders Change %
+1.69%
% of All Funds
43.77%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.97%
New
194
Increased
1,211
Reduced
1,276
Closed
101
Calls
$1.57B
Puts
$1.13B
Net Calls
+$438M
Net Calls Change
+$186M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$1.7B
2
Vontobel Holding
Vontobel Holding
Switzerland
$1.11B
3
Citadel Advisors
Citadel Advisors
Florida
$1.02B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.32B
5
UBS AM
UBS AM
Illinois
$1.92B

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$594M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$127M
3
CWP
Capital Wealth Planning
Florida
$645K
4
Invesco
Invesco
Georgia
$1.34B
5
Bank of America
Bank of America
North Carolina
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
3076
Opinicus Capital
Florida
– -$275K -4,487 Closed
CBFP
3077
Cedar Brook Financial Partners
Ohio
– -$271K -4,434 Closed
OWM
3078
OneAscent Wealth Management
Alabama
– -$273K -4,428 Closed
FM
3079
Family Management
New York
– -$257K -4,201 Closed
BCM
3080
BlueCrest Capital Management
Jersey
– -$253K -4,138 Closed
UFF
3081
USA Financial Formulas
Michigan
– -$248K -4,047 Closed
DAM
3082
Draper Asset Management
New York
– -$243K -3,998 Closed
CIS
3083
Custom Index Systems
New York
– -$241K -3,942 Closed
NJBEST
3084
New Jersey Better Educational Savings Trust
New Jersey
– -$224K -3,666 Closed
FPIS
3085
Financial Planning & Information Services
Wisconsin
– -$223K -3,651 Closed
ACM
3086
Ategra Capital Management
Virginia
– -$220K -3,603 Closed
PPWM
3087
Paragon Private Wealth Management
Kentucky
– -$220K -3,595 Closed
CSIA
3088
Charles Schwab Investment Advisory
California
– -$219K -3,586 Closed
GCM
3089
Gallacher Capital Management
Colorado
– -$219K -3,584 Closed
KFG
3090
Kingdom Financial Group
Arizona
– -$219K -3,583 Closed
EP
3091
Essential Planning
New Hampshire
– -$204K -3,465 Closed
AFP
3092
Alpha Financial Partners
Kentucky
– -$210K -3,434 Closed
BMM
3093
Berkshire Money Management
Massachusetts
– -$210K -3,433 Closed
CFO
3094
Collective Family Office
Pennsylvania
– -$210K -3,425 Closed
KBFS
3095
Kohmann Bosshard Financial Services
Ohio
– -$208K -3,405 Closed
EWM
3096
Executive Wealth Management
Michigan
– -$205K -3,374 Closed
DWAM
3097
Duncan Williams Asset Management
Tennessee
– -$206K -3,370 Closed
AIC
3098
Argus Investors Counsel
New York
– -$206K -3,365 Closed
TPW
3099
Tiller Private Wealth
Pennsylvania
– -$203K -3,317 Closed
NQWM
3100
Northwest Quadrant Wealth Management
Oregon
– -$201K -3,293 Closed
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