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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 %
AA
1051
Ancora Advisors
Ohio
$2.65M +$70.1K +1,102 +3%
WP
1052
WMS Partners
Maryland
$2.65M -$28.9K -455 -1%
DCM
1053
Dudley Capital Management
Virginia
$2.63M +$2.63M +41,415 New
RIA
1054
Realta Investment Advisors
Delaware
$2.63M -$49.4K -777 -2%
AWE
1055
Avidian Wealth Enterprises
Texas
$2.63M +$346K +5,433 +15%
BAM
1056
Belpointe Asset Management
Nevada
$2.62M +$108K +1,700 +4%
FMB
1057
Field & Main Bank
Kentucky
$2.62M -$6.36K -100 -0.2%
MSFP
1058
Mark Sheptoff Financial Planning
Connecticut
$2.6M – – –
CAL
1059
Capital Analysts LLC
Pennsylvania
$2.6M +$61.7K +970 +2%
TCA
1060
Transcend Capital Advisors
New Jersey
$2.59M -$142K -2,233 -5%
ACA
1061
Anchor Capital Advisors
Massachusetts
$2.59M -$12.5K -196 -0.5%
SWM
1062
Sugarloaf Wealth Management
Georgia
$2.59M -$288K -4,531 -10%
CWP
1063
CFM Wealth Partners
Texas
$2.58M +$181K +2,853 +8%
ALAM
1064
Asahi Life Asset Management
Japan
$2.55M -$668K -10,500 -21%
RIM
1065
Regent Investment Management
Kentucky
$2.55M – – –
FFM
1066
Forum Financial Management
Illinois
$2.55M +$327K +5,148 +15%
MCIA
1067
Mountain Capital Investment Advisors
Colorado
$2.54M +$446K +7,172 +21%
FWTB
1068
First Western Trust Bank
Colorado
$2.53M +$45K +708 +2%
CTFG
1069
Capstone Triton Financial Group
Oklahoma
$2.52M +$87.8K +1,380 +4%
NIM
1070
Northeast Investment Management
Massachusetts
$2.52M -$425K -6,675 -14%
TFS
1071
Thoroughbred Financial Services
Tennessee
$2.52M -$58.1K -914 -2%
ACM
1072
Allred Capital Management
Texas
$2.52M +$14.5K +228 +0.6%
SIC
1073
Sterling Investment Counsel
New York
$2.51M +$99K +1,557 +4%
BFM
1074
Boston Financial Management
Massachusetts
$2.51M +$37K +582 +1%
CIAS
1075
Capital Investment Advisory Services
North Carolina
$2.51M +$76.6K +1,204 +3%
41 42
43
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