KO icon

Coca-Cola
KO

Overview Fund Activity

2,762 hedge funds and large institutions have $189B invested in Coca-Cola in 2022 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 1,185 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,762
Holders Change
+9
Holders Change %
+0.33%
% of All Funds
46.7%
Holding in Top 10
141
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+54.95%
% of All Funds
2.38%
New
149
Increased
1,185
Reduced
1,065
Closed
100
Calls
$2.12B
Puts
$1.89B
Net Calls
+$227M
Net Calls Change
-$244M

Top Buyers

1
BlackRock
BlackRock
New York
$18.9B
2
Morgan Stanley
Morgan Stanley
New York
$4.4B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.27B
4
Vanguard Group
Vanguard Group
Pennsylvania
$22.6B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.96B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.08B
2
GQG Partners
GQG Partners
Florida
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.33B
4
Capital Research Global Investors
Capital Research Global Investors
California
$528M
5
Barclays
Barclays
United Kingdom
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
2826
Walleye Capital
New York
– -$332K -5,352 Closed
CA
2827
Cornerstone Advisory
Maryland
– -$292K -4,714 Closed
OC
2828
Oarsman Capital
Wisconsin
– -$288K -4,646 Closed
NWA
2829
New World Advisors
Massachusetts
– -$300K -4,520 Closed
NWA
2830
Navis Wealth Advisors
New York
– -$280K -4,512 Closed
SMF
2831
Sterling Manor Financial
New York
– -$258K -4,155 Closed
MIM
2832
Meixler Investment Management
Arizona
– -$238K -3,834 Closed
TFA
2833
Trinity Financial Advisors
Ohio
– -$238K -3,833 Closed
PWP
2834
Personal Wealth Partners
Minnesota
– -$233K -3,756 Closed
RFG
2835
Range Financial Group
Oregon
– -$229K -3,700 Closed
EWA
2836
Encompass Wealth Advisors
Oregon
– -$228K -3,684 Closed
RFA
2837
Resurgent Financial Advisors
Georgia
– -$220K -3,546 Closed
CA
2838
Cumberland Advisors
Florida
– -$218K -3,515 Closed
HAS
2839
HBW Advisory Services
California
– -$217K -3,497 Closed
SEEDPG
2840
S.E.E.D. Planning Group
New York
– -$215K -3,462 Closed
MCP
2841
Mirador Capital Partners
California
– -$213K -3,434 Closed
OMC
2842
Old Mission Capital
Illinois
– -$207K -3,334 Closed
AMCA
2843
Arthur M. Cohen & Associates
Illinois
– -$202K -3,250 Closed
LK
2844
Lumbard & Kellner
New Hampshire
– -$126K -2,040 Closed
NR
2845
Newfound Research
Massachusetts
– -$114K -1,838 Closed
FFWM
2846
Future Financial Wealth Management
Ohio
– -$98K -1,586 Closed
FFA
2847
Freedman Financial Associates
Massachusetts
– -$77K -1,234 Closed
CC
2848
Commons Capital
Massachusetts
– -$70K -1,125 Closed
LWMNY
2849
Landmark Wealth Management (New York)
New York
– -$1.11K -1,108 Closed
MFA
2850
McClarren Financial Advisors
Pennsylvania
– -$66K -1,074 Closed
111 112 113
114
115