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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 %
SWM
2451
Sterling Wealth Management
Illinois
$365K – – –
PAA
2452
Peregrine Asset Advisers
Oregon
$365K +$1.08K +15 +0.3%
CTB
2453
Country Trust Bank
Illinois
$364K -$21.1K -294 -5%
FG
2454
Foster Group
Iowa
$363K -$22.3K -311 -6%
FDDB
2455
Fidelity D&D Bancorp
Pennsylvania
$363K -$2.52K -35 -0.7%
CG
2456
Cynosure Group
Utah
$363K +$115K +1,602 +46%
AWM
2457
Avaii Wealth Management
Wisconsin
$363K -$66.2K -921 -15%
CPWA
2458
Cerro Pacific Wealth Advisors
California
$361K – – –
CW
2459
Code Waechter
Florida
$361K +$361K +5,017 New
E3F
2460
Eight 31 Financial
Texas
$360K -$24.4K -340 -6%
CWM
2461
Concentric Wealth Management
California
$360K -$1.15K -16 -0.3%
FFA
2462
Fi3 Financial Advisors
Indiana
$359K +$41.3K +575 +13%
VWM
2463
Venturi Wealth Management
Texas
$359K +$21.9K +305 +7%
GPI
2464
General Partner Inc
Pennsylvania
$358K – – –
PCMC
2465
Private Capital Management (Colorado)
Colorado
$358K -$114K -1,588 -24%
AWC
2466
Adamsbrown Wealth Consultants
Kansas
$356K +$22.8K +317 +7%
HRC
2467
Hoertkorn Richard Charles
$356K -$575K -8,000 -62%
AWS
2468
Arkfeld Wealth Strategies
Nebraska
$356K +$7.23K +103 +2%
MAG
2469
MRA Advisory Group
New Jersey
$355K +$39.3K +547 +12%
MIA
2470
MMBG Investment Advisors
Florida
$355K – – –
TIA
2471
Trust Investment Advisors
Indiana
$353K +$934 +13 +0.3%
DC
2472
DeDora Capital
California
$352K +$11.5K +160 +3%
BWM
2473
Blossom Wealth Management
California
$351K +$11.1K +155 +3%
UL
2474
Unionview LLC
Washington
$351K +$1.01K +14 +0.3%
TFF
2475
The Family Firm
Maryland
$350K +$40K +557 +13%
97 98
99
100 101