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 %
MPPW
1601
Mitchell & Pahl Private Wealth
Oklahoma
$1.18M +$116K +1,618 +11%
WIM
1602
WealthPlan Investment Management
Nebraska
$1.18M +$813K +11,310 +222%
RBC
1603
Romano Brothers & Co
Illinois
$1.18M -$18K -251 -2%
CB
1604
CNB Bank
Pennsylvania
$1.18M -$48.5K -675 -4%
BFG
1605
Berger Financial Group
Minnesota
$1.18M +$30.8K +429 +3%
CWM
1606
Cordatus Wealth Management
Pennsylvania
$1.18M +$17.5K +244 +2%
ECM
1607
EagleClaw Capital Management
Massachusetts
$1.18M +$50.3K +700 +4%
HIA
1608
Harbor Investment Advisory
Maryland
$1.17M -$29.2K -406 -2%
FCAS
1609
First Command Advisory Services
Texas
$1.17M +$34.3K +477 +3%
VFA
1610
Voya Financial Advisors
Connecticut
$1.17M -$96K -1,338 -8%
CHAM
1611
Clear Harbor Asset Management
Connecticut
$1.17M +$12.6K +175 +1%
BWA
1612
Beam Wealth Advisors
Louisiana
$1.16M +$192K +2,678 +20%
CG
1613
CFO4Life Group
Texas
$1.16M +$8.7K +121 +0.8%
NRI
1614
NFP Retirement Inc
California
$1.16M -$125K -1,739 -10%
MTIC
1615
Missouri Trust & Investment Company
Missouri
$1.15M -$71.9K -1,000 -6%
FFO
1616
Fiduciary Family Office
Florida
$1.15M +$559K +7,782 +95%
ECM
1617
Exchange Capital Management
Michigan
$1.15M -$90.1K -1,254 -7%
MA
1618
MCF Advisors
Kentucky
$1.15M +$36.8K +510 +3%
JSC
1619
Jackson Square Capital
California
$1.15M -$53.2K -741 -4%
ERIM
1620
Eagle Ridge Investment Management
Connecticut
$1.15M +$2.44K +34 +0.2%
CWM
1621
Cahaba Wealth Management
Georgia
$1.15M -$16.1K -224 -1%
TPA
1622
Trivium Point Advisory
Connecticut
$1.14M -$153K -2,434 -12%
CCG
1623
Coastwise Capital Group
California
$1.14M +$96.1K +1,338 +9%
BMM
1624
Buffington Mohr McNeal
Idaho
$1.14M -$66.1K -920 -5%
SIAP
1625
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.14M +$72.7K +1,012 +7%
63 64
65
66 67