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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 %
LIA
1851
LS Investment Advisors
Michigan
$837K – – –
CW
1852
Cook Wealth
North Carolina
$837K -$31K -470 -4%
CCWM
1853
Cassaday & Co Wealth Management
Virginia
$837K +$58.7K +817 +8%
FBB
1854
Fulton Breakefield Broenniman
Maryland
$836K +$1.73K +24 +0.2%
MIC
1855
Meridian Investment Counsel
California
$834K -$34.9K -486 -4%
CCP
1856
Cassia Capital Partners
North Carolina
$832K -$52.7K -733 -6%
MAWA
1857
Moss Adams Wealth Advisors
Washington
$832K +$17.5K +242 +2%
FPGT
1858
Financial Partners Group (Tennessee)
Tennessee
$827K -$35.1K -488 -4%
GIA
1859
GHP Investment Advisors
Colorado
$826K +$88.3K +1,229 +12%
MA
1860
MBA Advisors
Pennsylvania
$823K -$43.5K -606 -5%
NAMP
1861
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$822K – – –
IIM
1862
InTrack Investment Management
Vermont
$820K -$41.9K -583 -5%
GWA
1863
Geometric Wealth Advisors
District of Columbia
$818K – – –
SCI
1864
S&CO Inc
Massachusetts
$818K – – –
NPF
1865
Norris Perne & French
Michigan
$814K -$719 -10 -0.1%
BSB
1866
Bangor Savings Bank
Maine
$811K +$49K +682 +6%
GWMR
1867
GC Wealth Management RIA
Massachusetts
$811K -$13.4K -187 -2%
SFG
1868
SevenBridge Financial Group
Pennsylvania
$810K +$57K +900 +8%
KJWM
1869
Kiley Juergens Wealth Management
Washington
$808K +$1.08K +15 +0.1%
FMTCOCP
1870
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$807K -$93.4K -1,300 -10%
GBT
1871
Grove Bank & Trust
Florida
$806K +$30K +417 +4%
JWCA
1872
J.W. Coons Advisors
Ohio
$805K – – –
XWM
1873
Xcel Wealth Management
Florida
$804K -$346K -4,820 -30%
CCFM
1874
Clear Creek Financial Management
Washington
$803K -$196K -2,723 -20%
JSW
1875
Journey Strategic Wealth
New Jersey
$802K +$83.1K +1,156 +12%
73 74
75
76 77