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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 %
LF
2001
Lantz Financial
Illinois
$687K +$61.7K +858 +10%
TIA
2002
Tandem Investment Advisors
South Carolina
$686K -$69K -960 -9%
MWA
2003
MN Wealth Advisors
Kansas
$685K -$286K -3,986 -29%
BAAM
2004
Baker Avenue Asset Management
California
$685K +$412K +5,727 +150%
SC
2005
Searle & Co
Connecticut
$684K -$265K -3,684 -28%
BWA
2006
BCU Wealth Advisors
Illinois
$684K – – –
FNBOMD
2007
First National Bank of Mount Dora
Florida
$683K -$133K -1,849 -16%
WGC
2008
Watts Gwilliam & Co
Arizona
$683K +$683K +9,872 New
SC
2009
Sierra Capital
Florida
$681K – – –
CAM
2010
Councilmark Asset Management
Tennessee
$681K -$21.6K -300 -3%
TCWA
2011
Turtle Creek Wealth Advisors
Texas
$680K +$43.5K +605 +7%
HFM
2012
Hartford Financial Management
Connecticut
$679K -$69.1K -961 -9%
AIC
2013
Archer Investment Corporation
Indiana
$677K -$46.7K -650 -6%
FNWA
2014
Financial Network Wealth Advisors
Utah
$676K -$3.38K -47 -0.5%
IAP
2015
Indie Asset Partners
Indiana
$675K +$575 +8 +0.1%
BIM
2016
Baldwin Investment Management
Pennsylvania
$671K -$18K -250 -3%
SLG
2017
Stanley-Laman Group
Pennsylvania
$670K – – –
RB
2018
Renasant Bank
Mississippi
$670K -$461K -6,421 -41%
VCAM
2019
Van Cleef Asset Management
Ohio
$669K – – –
CFG
2020
Copley Financial Group
California
$669K +$669K +9,308 New
VC
2021
Vestor Capital
Illinois
$668K -$935 -13 -0.1%
DWMS
2022
Dominguez Wealth Management Solutions
Virginia
$668K +$575 +8 +0.1%
EWA
2023
Elevate Wealth Advisory
Georgia
$667K -$50.5K -698 -7%
SWM
2024
Stockman Wealth Management
Montana
$667K -$13.5K -188 -2%
KFA
2025
Kelleher Financial Advisors
New York
$667K +$35.9K +500 +6%
79 80
81
82 83