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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 %
SWM
1126
Spire Wealth Management
Virginia
$2.23M -$5.19M -81,607 -70%
SMC
1127
Smith, Moore & Co
Missouri
$2.23M -$30.5K -479 -1%
KOCAA
1128
Knights of Columbus Asset Advisors
Connecticut
$2.22M +$1.44M +22,590 +184%
SF
1129
Summit Financial
New Jersey
$2.22M +$26.1K +410 +1%
BJL
1130
Brighton Jones LLC
Washington
$2.2M +$67.4K +1,060 +3%
GJIC
1131
Gamble Jones Investment Counsel
California
$2.2M -$6.36K -100 -0.3%
CF
1132
Centaurus Financial
California
$2.2M -$524K -8,246 -19%
FNT
1133
First National Trust
Pennsylvania
$2.2M +$112K +1,768 +5%
FMWA
1134
Forvis Mazars Wealth Advisors
Missouri
$2.2M +$85.7K +1,347 +4%
CFO
1135
CVA Family Office
Colorado
$2.2M +$33K +519 +2%
SXL
1136
Summit X LLC
Missouri
$2.19M +$84.9K +1,350 +4%
MFGM
1137
Marshall Financial Group (Maryland)
Maryland
$2.19M +$563K +8,843 +35%
CC
1138
Constitution Capital
Connecticut
$2.19M +$1.05M +16,490 +92%
SFO
1139
Stokes Family Office
Louisiana
$2.18M -$58.5K -919 -3%
NFG
1140
Nations Financial Group
Iowa
$2.18M +$280K +4,399 +15%
MWM
1141
Mission Wealth Management
California
$2.17M -$36.6K -576 -2%
TIM
1142
Thompson Investment Management
Wisconsin
$2.17M – – –
TGAM
1143
TBH Global Asset Management
Tennessee
$2.16M +$6.49K +102 +0.3%
PFA
1144
Pathway Financial Advisers
Indiana
$2.16M +$2.16M +33,942 New
BDS
1145
Banco de Sabadell
Florida
$2.16M +$325K +5,113 +18%
BC
1146
Brookfield Corp
Ontario, Canada
$2.14M +$2.14M +33,588 New
WF
1147
WoodTrust Financial
Wisconsin
$2.13M – – –
VC
1148
Veracity Capital
Georgia
$2.13M +$111K +1,751 +6%
NG
1149
NatWest Group
United Kingdom
$2.11M -$148K -2,329 -7%
IAIM
1150
International Assets Investment Management
Florida
$2.1M +$815K +12,815 +64%
44 45
46
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