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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 %
MCC
726
Money Concepts Capital
Florida
$6.53M +$22.7K +316 +0.3%
BA
727
BCM Advisors
Louisiana
$6.52M +$2.28K +35 +0%
RIA
728
Regal Investment Advisors
Michigan
$6.51M +$261K +3,638 +4%
SW
729
SlateStone Wealth
Florida
$6.49M +$2.84M +39,496 +78%
SCM
730
Stonebridge Capital Management
California
$6.47M -$28.7K -400 -0.4%
DAS
731
Diversify Advisory Services
Utah
$6.47M +$2.4M +34,592 +59%
OCAM
732
Onex Canada Asset Management
Ontario, Canada
$6.42M +$1.13M +15,735 +21%
BWL
733
Bogart Wealth LLC
Virginia
$6.42M -$432K -6,012 -6%
MFG
734
Merit Financial Group
Georgia
$6.41M -$536K -7,465 -8%
DWA
735
Douglass Winthrop Advisors
New York
$6.4M +$346K +4,821 +6%
APF
736
Alaska Permanent Fund
Alaska
$6.38M – – –
IWM
737
IHT Wealth Management
Illinois
$6.37M +$1.4M +19,519 +28%
PSP
738
Principal Street Partners
Tennessee
$6.36M -$1.43M -20,194 -18%
SF
739
Summit Financial
New Jersey
$6.35M +$266K +3,678 +4%
AP
740
Americana Partners
Texas
$6.35M +$22.9K +319 +0.4%
BCM
741
Birmingham Capital Management
Alabama
$6.32M – – –
PA
742
Parallel Advisors
California
$6.31M +$390K +5,433 +7%
FCH
743
Freestone Capital Holdings
Washington
$6.27M +$82.4K +1,147 +1%
PFS
744
Prospera Financial Services
Texas
$6.24M -$192K -2,665 -3%
CNBT
745
Canandaigua National Bank & Trust
New York
$6.23M +$52.5K +731 +0.8%
IB
746
Iyo Bank
Japan
$6.21M – – –
BCCM
747
Bridge Creek Capital Management
Massachusetts
$6.2M -$11.9K -165 -0.2%
JWCA
748
J.W. Cole Advisors
Florida
$6.19M +$183K +2,552 +3%
NAS
749
Nicolet Advisory Services
Wisconsin
$6.19M +$115K +1,624 +2%
KWA
750
Kingswood Wealth Advisors
California
$6.19M +$3.07M +42,733 +99%
28 29
30
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