KO icon

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 %
SW
2626
SlateStone Wealth
Florida
$214K +$214K +3,360 New
AWS
2627
AJ Wealth Strategies
New York
$213K +$213K +3,355 New
IAG
2628
Investment Advisory Group
Massachusetts
$213K +$213K +3,343 New
CMS
2629
Capital Market Strategies
Florida
$213K +$213K +3,342 New
NFG
2630
Northeast Financial Group
Pennsylvania
$212K +$212K +3,339 New
PAM
2631
Private Asset Management
California
$212K -$22.2K -350 -9%
JEST
2632
JTC Employer Solutions Trustee
Jersey
$212K – – –
EE
2633
EWG Elevate
California
$212K +$212K +3,328 New
SPIA
2634
Strategic Point Investment Advisors
Rhode Island
$211K +$211K +3,310 New
PPWM
2635
Paragon Private Wealth Management
Kentucky
$211K +$211K +3,317 New
Artisan Partners
2636
Artisan Partners
Wisconsin
$211K +$211K +3,314 New
KCM
2637
Kathmere Capital Management
Pennsylvania
$210K +$210K +3,307 New
SC
2638
Schubert & Co
Texas
$209K -$4.2K -66 -2%
RCG
2639
Resource Consulting Group
Florida
$209K -$52.2K -820 -20%
MWM
2640
Marietta Wealth Management
Georgia
$209K +$209K +3,278 New
EWP
2641
Engrave Wealth Partners
Texas
$209K +$209K +3,486 New
FWA
2642
FSM Wealth Advisors
Ohio
$207K +$207K +3,259 New
EWA
2643
Etesian Wealth Advisors
Oregon
$207K +$207K +3,257 New
TC
2644
Truvestments Capital
Florida
$207K +$55.7K +875 +37%
WE
2645
Wealth Effects
Massachusetts
$207K -$25K -393 -11%
CSIA
2646
Charles Schwab Investment Advisory
California
$207K -$26K -408 -11%
PWA
2647
Primoris Wealth Advisors
Florida
$206K +$206K +3,238 New
AFGAS
2648
Allegiance Financial Group Advisory Services
Virginia
$206K +$206K +3,237 New
EAM
2649
Evanson Asset Management
California
$206K -$55.1K -866 -21%
SC
2650
Solstein Capital
California
$206K +$5.22K +82 +3%
104 105
106
107 108