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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
+$1.3B
2
Morgan Stanley
Morgan Stanley
New York
+$1.19B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$514M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$868M
2
GQG Partners
GQG Partners
Florida
-$802M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$743M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$258M
5
Barclays
Barclays
United Kingdom
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
1176
Certified Advisory Corp
Florida
$1.93M +$10.6K +168 +0.6%
TSWM
1177
Triangle Securities Wealth Management
North Carolina
$1.93M +$18.4K +292 +1%
MMPW
1178
Mitchell McLeod Pugh & Williams
Alabama
$1.93M +$309K +4,908 +19%
Capital Fund Management (CFM)
1179
Capital Fund Management (CFM)
France
$1.93M +$335K +5,321 +21%
BE
1180
Bonness Enterprises
District of Columbia
$1.93M – – –
MGWM
1181
Marks Group Wealth Management
Minnesota
$1.92M +$312K +4,963 +19%
HW
1182
Hedeker Wealth
Illinois
$1.92M +$615K +9,875 +47%
RVPG
1183
Relative Value Partners Group
$1.92M -$1.66M -26,220 -46%
CF
1184
Cantor Fitzgerald
New York
$1.92M +$1.92M +30,438 New
TA
1185
TCM Advisors
West Virginia
$1.91M -$1.89M – –
HCM
1186
Highlander Capital Management
New Jersey
$1.9M – – –
LCM
1187
LVM Capital Management
Michigan
$1.9M -$629 -10 -0%
EA
1188
Eclectic Associates
California
$1.9M -$14.7K -234 -0.8%
IIA
1189
ICW Investment Advisors
Arizona
$1.9M +$6.98K +111 +0.4%
NSAM
1190
North Star Asset Management
Wisconsin
$1.9M -$12.9K -205 -0.7%
IWS
1191
Insight Wealth Strategies
California
$1.9M +$31.8K +506 +2%
DCM
1192
Donaldson Capital Management
Indiana
$1.89M +$105K +1,663 +6%
TYCC
1193
Texas Yale Capital Corp
Florida
$1.89M – – –
UCB
1194
United Community Bank
South Carolina
$1.88M +$18.9K +300 +1%
AMIM
1195
Aull & Monroe Investment Management
Alabama
$1.88M – – –
PTC
1196
Philadelphia Trust Company
Pennsylvania
$1.88M -$5.41M -86,048 -74%
BIM
1197
Bridges Investment Management
Nebraska
$1.88M -$22K -350 -1%
MFA
1198
Mayflower Financial Advisors
Massachusetts
$1.87M -$2.64K -42 -0.1%
CPC
1199
Consolidated Planning Corp
Georgia
$1.87M +$62.9K +1,000 +3%
SF
1200
Summit Financial
New Jersey
$1.87M -$92.7K -1,464 -5%
46 47
48
49 50