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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 %
LFA
1276
Legacy Financial Advisors
Kentucky
$1.64M +$49.2K +782 +3%
CC
1277
Courier Capital
New York
$1.64M +$503 +8 +0%
NL
1278
NWAM LLC
Washington
$1.63M +$55.7K +881 +4%
Wealth Enhancement Advisory Services
1279
Wealth Enhancement Advisory Services
Minnesota
$1.62M -$5.3M -83,923 -77%
MCM
1280
Manchester Capital Management
Vermont
$1.62M -$496K -7,876 -23%
WAS
1281
Winch Advisory Services
Wisconsin
$1.62M -$47K -747 -3%
RCG
1282
Regatta Capital Group
California
$1.62M -$663K -10,531 -29%
WWM
1283
Wolff Wiese Magana
California
$1.62M -$14.9K -237 -0.9%
MFGM
1284
Marshall Financial Group (Maryland)
Maryland
$1.61M -$175K -2,782 -10%
KS
1285
Karpas Strategies
Connecticut
$1.61M +$13.4K +213 +0.8%
AWP
1286
Accretive Wealth Partners
New Jersey
$1.61M +$2.58K +41 +0.2%
HIP
1287
Harrell Investment Partners
Texas
$1.6M – – –
HFBOT
1288
Home Federal Bank of Tennessee
Tennessee
$1.6M +$18.9K +300 +1%
GB
1289
Goepper Burkhardt
South Carolina
$1.59M – – –
AG
1290
Advocate Group
Minnesota
$1.59M +$1.59M +25,326 New
WAP
1291
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$1.38K +22 +0.1%
SFS
1292
Stiles Financial Services
Minnesota
$1.59M +$29.4K +467 +2%
TCM
1293
Teza Capital Management
Illinois
$1.59M -$2.22M -35,347 -58%
NFG
1294
Nations Financial Group
Iowa
$1.59M +$87.8K +1,396 +6%
WFS
1295
Widmann Financial Services
Maryland
$1.58M +$5.28K +84 +0.3%
Dodge & Cox
1296
Dodge & Cox
California
$1.58M -$50.6K -805 -3%
HIM
1297
Hotaling Investment Management
Pennsylvania
$1.58M +$250K +3,980 +19%
PP
1298
Pegasus Partners
Wisconsin
$1.58M +$6.23K +99 +0.4%
KFGK
1299
Keystone Financial Group (Kentucky)
Kentucky
$1.58M -$11.6K -185 -0.7%
EI
1300
Ethic Inc
New York
$1.58M +$196K +3,117 +14%
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