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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 %
FWP
1501
FAS Wealth Partners
Kansas
$1.36M +$7.47K +104 +0.6%
WCM
1502
Windsor Capital Management
Arizona
$1.36M -$20.6K -287 -1%
FTC
1503
Farmers Trust Company
Ohio
$1.36M -$20.3K -283 -1%
CWS
1504
Confluence Wealth Services
Pennsylvania
$1.36M +$57.9K +806 +4%
AF
1505
Alerus Financial
North Dakota
$1.35M -$15.2K -211 -1%
CWP
1506
Core Wealth Partners
California
$1.35M -$92.5K -1,287 -6%
ORC
1507
O'Rourke & Company
Massachusetts
$1.35M +$17.8K +248 +1%
UFF
1508
USA Financial Formulas
Michigan
$1.35M +$1.35M +18,737 New
CPA
1509
Court Place Advisors
Maryland
$1.34M -$230K -3,198 -15%
GCM
1510
Goldstream Capital Management
Hong Kong
$1.34M +$1.34M +18,598 New
VAM
1511
Verity Asset Management
North Carolina
$1.34M -$207K -2,978 -13%
CAC
1512
Core Alternative Capital
Georgia
$1.34M – – –
ONST
1513
Old North State Trust
North Carolina
$1.34M -$44.4K -618 -3%
PTC
1514
Philadelphia Trust Company
Pennsylvania
$1.34M +$21.5K +299 +2%
BLC
1515
Brown, Lisle/Cummings
Rhode Island
$1.34M +$18.4K +256 +1%
HW
1516
Hedeker Wealth
Illinois
$1.34M -$9.2K -128 -0.7%
ESB
1517
Essex Savings Bank
Connecticut
$1.34M +$50.1K +697 +4%
GSB
1518
Greenfield Savings Bank
Massachusetts
$1.33M +$176K +2,443 +15%
QWP
1519
Quotient Wealth Partners
Texas
$1.33M -$37.8K -526 -3%
TCM
1520
Telos Capital Management
California
$1.33M -$161K -2,234 -11%
CCG
1521
Ceeto Capital Group
Florida
$1.33M – – –
RZH
1522
Relyea Zuckerberg Hanson
Connecticut
$1.33M -$2.16K -30 -0.2%
GWM
1523
GSB Wealth Management
Connecticut
$1.33M -$54.5K -758 -4%
ZIG
1524
Zullo Investment Group
Pennsylvania
$1.32M +$790 +11 +0.1%
PFT
1525
Providence First Trust
Arizona
$1.32M -$29.8K -415 -2%
59 60
61
62 63