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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 %
AWM
1576
Allen Wealth Management
North Carolina
$1.22M +$5.53K +77 +0.5%
BCM
1577
Blume Capital Management
California
$1.22M – – –
AL
1578
Aspiriant LLC
California
$1.22M +$283K +3,945 +30%
EA
1579
Everpar Advisors
Oklahoma
$1.22M -$122K -1,694 -9%
LAM
1580
L2 Asset Management
Massachusetts
$1.22M +$41K +571 +3%
BTWM
1581
Baker Tilly Wealth Management
Wisconsin
$1.22M +$50.9K +709 +4%
AP
1582
Appleton Partners
Massachusetts
$1.22M -$20.7K -288 -2%
IWA
1583
Icon Wealth Advisors
Texas
$1.21M +$54.9K +764 +5%
HCP
1584
Hexagon Capital Partners
Arkansas
$1.21M +$14.9K +208 +1%
AFIA
1585
America First Investment Advisors
Nebraska
$1.21M – – –
MFG
1586
MidWestOne Financial Group
Iowa
$1.21M +$719 +10 +0.1%
BCA
1587
Bray Capital Advisors
Florida
$1.2M – – –
GAG
1588
GM Advisory Group
New York
$1.2M +$64.9K +903 +6%
AA
1589
Aire Advisors
California
$1.2M -$87.2K -1,214 -7%
CAMG
1590
CWA Asset Management Group
Florida
$1.2M +$1.2M +16,701 New
AA
1591
Advisory Alpha
Michigan
$1.2M +$186K +2,585 +18%
PCM
1592
Piedmont Capital Management
Montana
$1.2M -$107K -1,536 -8%
EA
1593
Emerald Advisors
Washington
$1.2M +$22.7K +322 +2%
SNBOSCI
1594
Security National Bank of Sioux City Iowa
Iowa
$1.2M +$2.66K +37 +0.2%
MM
1595
MQS Management
New York
$1.19M +$1.19M +16,613 New
HWA
1596
Heritage Wealth Advisors
Virginia
$1.19M +$2.3K +32 +0.2%
MCM
1597
Mainstay Capital Management
Michigan
$1.19M -$790 -11 -0.1%
MJRIC
1598
Mogy Joel R Investment Counsel
California
$1.19M – – –
NFSG
1599
Newbridge Financial Services Group
Florida
$1.18M +$493K +6,860 +71%
4WM
1600
49 Wealth Management
Texas
$1.18M +$236K +3,289 +25%
62 63
64
65 66