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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 %
KGC
726
Kennon-Green & Company
Ohio
$5.41M +$5.41M +84,987 New
SSWM
727
Smith Salley Wealth Management
North Carolina
$5.39M +$1.02M +15,982 +23%
BFA
728
Benedict Financial Advisors
Georgia
$5.39M +$46.5K +731 +0.9%
Wealth Enhancement Advisory Services
729
Wealth Enhancement Advisory Services
Minnesota
$5.34M +$3.35M +55,256 +168%
SSB
730
Sandy Spring Bank
Maryland
$5.34M +$148K +2,322 +3%
WFMPM
731
Woodley Farra Manion Portfolio Management
Indiana
$5.33M -$306K -4,814 -5%
EH
732
Equitable Holdings
New York
$5.32M +$246K +3,867 +5%
OIA
733
OneDigital Investment Advisors
Kansas
$5.29M +$2.36M +37,135 +81%
Lido Advisors
734
Lido Advisors
California
$5.27M +$309K +4,854 +6%
MBTD
735
Mechanics Bank - Trust Department
California
$5.26M +$43.1K +678 +0.8%
TCM
736
Tufton Capital Management
Maryland
$5.24M +$1.17M +18,445 +29%
NA
737
NewEdge Advisors
Louisiana
$5.23M +$1.14M +58,837 +28%
DIP
738
DT Investment Partners
Pennsylvania
$5.23M – – –
LWANC
739
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.23M +$281K +4,425 +6%
RPC
740
Rossmore Private Capital
Connecticut
$5.22M +$33.1K +520 +0.6%
CNBTD
741
Citizens National Bank Trust Department
Mississippi
$5.19M -$77.2K -1,214 -1%
WAM
742
Weatherly Asset Management
California
$5.17M +$781K +12,272 +18%
BFG
743
Beacon Financial Group
Texas
$5.17M +$67.1K +1,057 +1%
MME
744
Meag Munich Ergo
Germany
$5.16M +$2.15M +33,825 +72%
HA
745
Hamel Associates
New Jersey
$5.15M +$1.25M +19,680 +32%
BCCM
746
Bridge Creek Capital Management
Massachusetts
$5.13M +$51.5K +810 +1%
HCM
747
Howland Capital Management
Massachusetts
$5.12M +$77.4K +1,216 +2%
PWP
748
Principle Wealth Partners
Connecticut
$5.1M +$170K +2,677 +3%
CAM
749
Cresset Asset Management
Illinois
$5.1M +$842K +16,917 +20%
ACM
750
Argyle Capital Management
Pennsylvania
$5.09M -$52.2K -820 -1%
28 29
30
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