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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 %
FWP
2026
Firethorn Wealth Partners
Georgia
$667K +$5.53K +77 +0.8%
DAC
2027
Dividend Assets Capital
South Carolina
$662K -$5.75K -80 -0.9%
CSC
2028
Caldwell Sutter Capital
California
$660K -$14.4K -200 -2%
AIA
2029
Alera Investment Advisors
Illinois
$659K -$29.2K -406 -4%
GA
2030
Geller Advisors
New York
$658K +$37.7K +521 +6%
HWA
2031
HHM Wealth Advisors
Tennessee
$657K -$62.4K -868 -9%
BFPW
2032
BOK Financial Private Wealth
Colorado
$656K +$123K +1,697 +23%
NFG
2033
Nadler Financial Group
Illinois
$655K – – –
RBFC
2034
Roman Butler Fullerton & Co
Missouri
$654K -$15.1K -215 -2%
DI
2035
DAGCO Inc
Ohio
$654K -$74.6K -1,038 -10%
SMG
2036
Smart Money Group
Texas
$652K +$57.1K +875 +10%
CWI
2037
Conscious Wealth Investments
Florida
$652K – – –
KA
2038
Klingman & Associates
New York
$652K +$158K +2,200 +32%
FH
2039
FWG Holdings
Florida
$651K +$467 +7 +0.1%
AWA
2040
Amplius Wealth Advisors
Pennsylvania
$650K +$47K +654 +8%
SLC
2041
Second Line Capital
Louisiana
$648K +$83K +1,147 +15%
CS
2042
Crescent Sterling
Louisiana
$647K +$144 +2 +0%
JWM
2043
Jeppson Wealth Management
California
$645K -$8.26K -115 -1%
PMSA
2044
Patrick M. Sweeney & Associates
Illinois
$645K +$51.5K +717 +9%
LWM
2045
Laidlaw Wealth Management
New York
$645K -$31K -432 -5%
CIC
2046
Chilton Investment Company
Connecticut
$644K +$32.1K +446 +5%
CS
2047
Capital Square
Tennessee
$644K +$28.4K +395 +5%
HGERS
2048
Householder Group Estate & Retirement Specialist
Arizona
$643K +$14.1K +197 +2%
MCM
2049
Maple Capital Management
Vermont
$643K -$48.1K -669 -7%
CWS
2050
Cypress Wealth Services
California
$641K +$12.9K +179 +2%
80 81
82
83 84