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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 %
DL
1201
DOHJ LLC
Washington
$1.86M -$132K -2,092 -7%
PWP
1202
Perfromance Wealth Partners
Illinois
$1.86M +$1.25M +19,821 +205%
LFP
1203
Leeward Financial Partners
Washington
$1.86M +$1.86M +29,489 New
GWM
1204
GSB Wealth Management
Connecticut
$1.85M -$148K -2,360 -7%
FWM
1205
Frontier Wealth Management
Missouri
$1.85M -$2.16M -34,318 -54%
RWP
1206
Ridgecrest Wealth Partners
California
$1.85M – – –
FFA
1207
First Foundation Advisors
California
$1.85M +$103K +1,636 +6%
Jacobs Levy Equity Management
1208
Jacobs Levy Equity Management
New Jersey
$1.85M +$1.85M +29,343 New
PWA
1209
Providence Wealth Advisors
Illinois
$1.85M +$87.7K +1,386 +5%
MC
1210
Maverick Capital
Texas
$1.84M +$752K +11,949 +69%
FHA
1211
Flagship Harbor Advisors
Massachusetts
$1.84M +$55.6K +884 +3%
CBTWT
1212
Community Bank & Trust (Waco, Texas)
Texas
$1.84M +$46.8K +744 +3%
PIM
1213
Penobscot Investment Management
Massachusetts
$1.84M -$39K -620 -2%
SIMM
1214
Stillwater Investment Management (Minnesota)
Minnesota
$1.83M +$12.5K +199 +0.7%
ARC
1215
Advisor Resource Council
Texas
$1.82M +$1.31M +20,808 +256%
BFA
1216
Beaumont Financial Advisors
Massachusetts
$1.82M -$99K -1,574 -5%
TPA
1217
Trivium Point Advisory
Connecticut
$1.81M +$6.73K +107 +0.4%
VC
1218
Veracity Capital
Georgia
$1.81M +$32.5K +516 +2%
WT
1219
Washington Trust
Rhode Island
$1.81M +$142K +2,259 +9%
LW
1220
Linscomb Wealth
Texas
$1.81M -$3.04M -48,325 -63%
SP
1221
SWS Partners
Ohio
$1.81M -$260K -4,130 -13%
SIM
1222
Stratos Investment Management
Ohio
$1.8M +$34.3K +545 +2%
AWA
1223
Arete Wealth Advisors
Illinois
$1.8M -$135K -2,149 -7%
AA
1224
Argent Advisors
Louisiana
$1.79M +$93.9K +1,493 +6%
CFMC
1225
Curbstone Financial Management Corp
New Hampshire
$1.79M -$334K -5,302 -16%
47 48
49
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