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 %
RFA
1801
Register Financial Advisors
Georgia
$884K +$503 +7 +0.1%
AWAU
1802
Alliance Wealth Advisors (Utah)
Utah
$883K +$59.8K +832 +7%
PA
1803
PFG Advisors
Arizona
$883K -$34K -473 -4%
IWA
1804
IVC Wealth Advisors
Pennsylvania
$882K -$44.7K -622 -5%
CH
1805
Cromwell Holdings
Wyoming
$882K – – –
AIM
1806
Alhambra Investment Management
Florida
$880K -$719 -10 -0.1%
AWM
1807
Aries Wealth Management
Maine
$877K -$132K -1,839 -13%
CAGAS
1808
Capital Advisory Group Advisory Services
Minnesota
$877K – – –
CAS
1809
CTC Alternative Strategies
Illinois
$877K +$877K +12,202 New
SFG
1810
Sovereign Financial Group
Connecticut
$877K +$1.87K +26 +0.2%
FS
1811
Ferguson Shapiro
Georgia
$876K +$182K +2,533 +26%
WA
1812
WealthTrust Axiom
Pennsylvania
$876K +$65.7K +914 +8%
RWPA
1813
Richard W. Paul & Associates
Michigan
$875K -$1.22K -17 -0.1%
WFM
1814
Wolff Financial Management
Michigan
$869K +$869K +12,088 New
FCG
1815
Fielder Capital Group
Tennessee
$868K +$17.2K +240 +2%
GWA
1816
Gratus Wealth Advisors
Virginia
$868K -$54.6K -791 -6%
FDCP
1817
Foster Dykema Cabot & Partners
Massachusetts
$867K – – –
AWAG
1818
ARS Wealth Advisors Group
Florida
$866K +$28.4K +395 +3%
LA
1819
LM Advisors
California
$865K -$37K -515 -4%
AWM
1820
Accurate Wealth Management
Florida
$865K -$46.6K -663 -5%
SOS
1821
Silver Oak Securities
Tennessee
$864K -$42.6K -609 -5%
FDS
1822
First Dallas Securities
Texas
$861K -$57.5K -800 -6%
RPGK
1823
Retirement Planning Group (Kansas)
Kansas
$861K +$861K +11,986 New
LFP
1824
Lakeshore Financial Planning
Michigan
$861K +$10.6K +148 +1%
SIA
1825
Sit Investment Associates
Minnesota
$859K – – –
71 72
73
74 75