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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 %
MAM
1951
Mystic Asset Management
Rhode Island
$729K +$179K +2,486 +32%
GDP
1952
Great Diamond Partners
Maine
$729K -$133K -1,854 -15%
KWMG
1953
King Wealth Management Group
Florida
$728K -$13.4K -186 -2%
MYIA
1954
Mount Yale Investment Advisors
Colorado
$727K -$25.2K -350 -3%
OAM
1955
Occidental Asset Management
California
$727K +$49.4K +688 +7%
NEWAS
1956
N.E.W. Advisory Services
Wisconsin
$726K +$9.92K +138 +1%
MP
1957
McDonald Partners
Ohio
$726K -$9.34K -130 -1%
MCWS
1958
McKinley Carter Wealth Services
West Virginia
$725K +$140K +1,955 +24%
TW
1959
TrinityPoint Wealth
Connecticut
$725K +$4.74K +66 +0.7%
OFS
1960
OMC Financial Services
New York
$724K – – –
OL
1961
Owen LaRue
Kentucky
$724K -$5.03K -70 -0.7%
CIA
1962
Compass Ion Advisors
Pennsylvania
$722K -$27.1K -377 -4%
ERWM
1963
Elk River Wealth Management
Colorado
$722K – – –
MFWP
1964
Mosaic Family Wealth Partners
Missouri
$721K +$4.17K +58 +0.6%
RMCM
1965
Reynders McVeigh Capital Management
Massachusetts
$720K +$57.5K +800 +9%
GWA
1966
Gibson Wealth Advisors
Texas
$719K – – –
SIS
1967
Strategic Investment Solutions
Illinois
$718K +$11.4K +159 +2%
CA
1968
Cambridge Advisors
Nebraska
$717K +$2.73K +38 +0.4%
VCM
1969
Virtue Capital Management
Tennessee
$717K -$160K -2,224 -18%
RIA
1970
Richwood Investment Advisors
Ohio
$717K +$3.59K +50 +0.5%
SIG
1971
Spinnaker Investment Group
California
$716K -$3.88K -54 -0.5%
SN
1972
Sittner & Nelson
Oregon
$714K -$4.31K -60 -0.6%
DTL
1973
Dynamic Technology Lab
Singapore
$713K -$54.1K -752 -7%
ZF
1974
Zhang Financial
Michigan
$711K +$7.11K +99 +1%
HWA
1975
HCR Wealth Advisors
California
$710K -$19K -265 -3%
77 78
79
80 81