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Coca-Cola
KO

Overview Fund Activity

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$682M
2
BlackRock
BlackRock
New York
+$573M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$314M
4
Norges Bank
Norges Bank
Norway
+$288M
5
GQG Partners
GQG Partners
Florida
+$272M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$348M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$329M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$291M
5
AIM
Artemis Investment Management
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
2601
Merriman Wealth Management
Washington
$221K -$6.17K -97 -3%
LRWA
2602
Long Run Wealth Advisors
New York
$221K -$19.8K -312 -8%
WPC
2603
White Pine Capital
Minnesota
$221K +$221K +3,470 New
LAM
2604
Lifestyle Asset Management
Texas
$220K +$220K +3,459 New
ZAM
2605
Zevin Asset Management
Massachusetts
$219K +$219K +3,440 New
RIM
2606
Redwood Investment Management
Arizona
$219K +$219K +3,440 New
BMWM
2607
Brown Miller Wealth Management
Virginia
$219K +$219K +3,439 New
PFG
2608
Peterson Financial Group
Iowa
$218K +$218K +3,431 New
IWN
2609
Independent Wealth Network
Iowa
$218K +$218K +3,429 New
TCWA
2610
Ten Capital Wealth Advisors
Washington
$218K -$22.4K -352 -9%
GCA
2611
Genesee Capital Advisors
New York
$217K +$217K +3,412 New
WCG
2612
Weaver Consulting Group
California
$217K +$217K +3,411 New
AWM
2613
Act Wealth Management
Texas
$217K +$217K +3,409 New
BEAM
2614
Baker Ellis Asset Management
Washington
$216K +$216K +3,400 New
PWM
2615
PBMares Wealth Management
Virginia
$216K +$216K +3,399 New
FFA
2616
Farther Finance Advisors
California
$216K +$216K +3,398 New
HCA
2617
Horan Capital Advisors
Ohio
$216K +$216K +3,397 New
CM
2618
Castleark Management
Illinois
$216K – – –
CA
2619
Cornerstone Advisory
Maryland
$215K -$98.3K -1,546 -31%
EIM
2620
Ervin Investment Management
Washington
$215K +$215K +3,387 New
IRAG
2621
Investment Research & Advisory Group
Georgia
$215K – – –
MWM
2622
Mascoma Wealth Management
New Hampshire
$214K – – –
TAM
2623
Tucker Asset Management
Colorado
$214K -$1.15K -18 -0.5%
CH
2624
Canton Hathaway
Rhode Island
$214K – – –
PFM
2625
Phillips Financial Management
Indiana
$214K +$214K +3,363 New
103 104
105
106 107