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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 %
CGL
1076
Clarius Group LLC
Washington
$2.48M +$136K +2,133 +6%
VCA
1077
Verdence Capital Advisors
Maryland
$2.48M +$40.4K +635 +2%
RC
1078
Roundview Capital
New Jersey
$2.48M -$4.52K -71 -0.2%
MSA
1079
Marino Stram & Associates
Massachusetts
$2.48M +$36.3K +570 +1%
AMBIA
1080
Allen Mooney & Barnes Investment Advisors
Georgia
$2.47M -$53.5K -841 -2%
Koshinski Asset Management
1081
Koshinski Asset Management
Illinois
$2.46M +$49.8K +783 +2%
MGWM
1082
Marks Group Wealth Management
Minnesota
$2.45M +$255K +4,004 +12%
IAMOG
1083
Investors Asset Management of Georgia
Georgia
$2.45M -$25.4K -400 -1%
NSAM
1084
North Star Asset Management
Wisconsin
$2.44M +$526K +8,268 +28%
MG
1085
Mather Group
Illinois
$2.44M -$3.94K -62 -0.2%
III
1086
Independent Investors Inc
New York
$2.42M – – –
DCM
1087
Dupont Capital Management
Delaware
$2.42M -$589K -9,262 -20%
BFA
1088
Bragg Financial Advisors
North Carolina
$2.42M -$14.6K -230 -0.6%
AT
1089
Arden Trust
Delaware
$2.42M +$5.34K +84 +0.2%
KFP
1090
Keystone Financial Planning
Ohio
$2.41M – – –
UH
1091
Unigestion Holding
Switzerland
$2.4M -$775K -12,122 -24%
SIC
1092
Shoker Investment Counsel
Ohio
$2.4M +$30.9K +485 +1%
ICG
1093
InterOcean Capital Group
Tennessee
$2.4M +$123K +1,930 +5%
WA
1094
Waverly Advisors
Alabama
$2.39M -$3.09M -48,517 -56%
BHC
1095
Bowen Hanes & Co
Florida
$2.39M +$539K +8,475 +29%
JCM
1096
Jag Capital Management
Missouri
$2.37M +$37.6K +591 +2%
BBWA
1097
Bell & Brown Wealth Advisors
California
$2.37M +$43.2K +679 +2%
GFA
1098
Gifford Fong Associates
California
$2.35M – – –
DMBA
1099
Deseret Mutual Benefit Administrators
Utah
$2.35M -$1.7M -26,747 -42%
YWP
1100
YorkBridge Wealth Partners
New York
$2.35M +$29.3K +461 +1%
42 43
44
45 46