KO icon

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 %
GWMIA
876
Global Wealth Management Investment Advisory
Florida
$4.7M -$18.3K -254 -0.4%
Walleye Capital
877
Walleye Capital
New York
$4.7M -$410K -5,704 -8%
LI
878
Lafayette Investments
Maryland
$4.7M -$74.4K -1,035 -2%
LBC
879
Lowe Brockenbrough & Co
Virginia
$4.68M +$459K +6,346 +11%
NIM
880
Nicollet Investment Management
Minnesota
$4.68M +$20.6K +287 +0.4%
WAS
881
WESPAC Advisors SoCal
California
$4.67M -$45.2K -629 -1%
CAL
882
Capital Analysts LLC
Pennsylvania
$4.65M +$1.09M +15,225 +31%
CGPCS
883
Capital Group Private Client Services
California
$4.62M +$4.62M +64,264 New
PVI
884
Pine Valley Investments
New Jersey
$4.61M -$972K -13,494 -17%
WIC
885
WealthBridge Investment Counsel
Alberta, Canada
$4.59M -$23.4K -325 -0.5%
GH
886
GAM Holding
Switzerland
$4.56M +$44.5K +619 +1%
NSEDCP
887
NJ State Employees Deferred Compensation Plan
New Jersey
$4.53M – – –
VP
888
Verum Partners
North Carolina
$4.48M +$10.9K +151 +0.2%
RPWA
889
Regent Peak Wealth Advisors
Georgia
$4.46M -$93K -3,351 -2%
CWP
890
CFM Wealth Partners
Texas
$4.46M +$262K +3,640 +6%
VWM
891
Valley Wealth Managers
New Jersey
$4.46M -$93.9K -1,307 -2%
PMAM
892
Picton Mahoney Asset Management
Ontario, Canada
$4.44M +$4.44M +61,737 New
NSIM
893
North Star Investment Management
Illinois
$4.44M +$14.4K +200 +0.3%
PAI
894
Pittenger & Anderson Inc
Nebraska
$4.44M +$18.7K +260 +0.4%
PWMAG
895
Pinnacle Wealth Management Advisory Group
New Jersey
$4.42M -$56.2K -782 -1%
WCM
896
Weik Capital Management
Pennsylvania
$4.41M -$20.1K -280 -0.5%
ZB
897
Zions Bancorporation
Utah
$4.41M -$146K -2,032 -3%
CAAS
898
Capital Asset Advisory Services
Michigan
$4.4M +$138K +1,989 +3%
PFS
899
Physicians Financial Services
North Carolina
$4.4M -$174K -2,415 -4%
WPW
900
Waldron Private Wealth
Pennsylvania
$4.39M -$121K -1,672 -3%
34 35
36
37 38