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Coca-Cola
KO

Overview Fund Activity

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M

Top Buyers

1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$186M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$183M
3
Ameriprise
Ameriprise
Minnesota
+$166M
4
Charles Schwab
Charles Schwab
California
+$157M
5
Goldman Sachs
Goldman Sachs
New York
+$156M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$543M
3
DZ Bank
DZ Bank
Germany
-$406M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$358M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1301
Courier Capital
New York
$1.56M -$89.9K -1,450 -5%
I
1302
INVST
Indiana
$1.55M +$1.31M +20,622 +545%
HCM
1303
Hodges Capital Management
Texas
$1.55M +$47K +804 +3%
NW
1304
Naviter Wealth
Arkansas
$1.55M +$201K +3,215 +15%
FFN
1305
Focus Financial Network
Minnesota
$1.55M +$36.2K +580 +2%
ZCM
1306
Zenyatta Capital Management
Delaware
$1.55M -$1.55M -25,000 -50%
UFG
1307
United Fire Group
Iowa
$1.55M – – –
BOC
1308
Barbara Oil Co
Illinois
$1.55M – – –
CW
1309
CIC Wealth
Maryland
$1.55M +$54K +870 +4%
KFS
1310
Kurt F. Somerville
$1.55M -$18.6K -300 -1%
MCM
1311
Monument Capital Management
Virginia
$1.55M +$213K +3,436 +16%
WFS
1312
Widmann Financial Services
Maryland
$1.54M -$6.2K -100 -0.4%
SLFPAM
1313
St. Louis Financial Planners Asset Management
Missouri
$1.54M -$7.26K -117 -0.5%
FSC
1314
Full Sail Capital
Oklahoma
$1.54M +$55.4K +893 +4%
WCM
1315
Whitener Capital Management
North Carolina
$1.54M +$50.7K +817 +3%
Dodge & Cox
1316
Dodge & Cox
California
$1.53M – – –
BIA
1317
Beacon Investment Advisors
Maryland
$1.53M – – –
SAF
1318
Smith Anglin Financial
Texas
$1.53M -$5.02K -81 -0.3%
HNWAG
1319
High Net Worth Advisory Group
Florida
$1.52M +$35.4K +571 +2%
LSAG
1320
Lake Street Advisors Group
New Hampshire
$1.51M +$96K +1,548 +7%
FC
1321
Financial Council
Maryland
$1.51M – – –
JWA
1322
JFS Wealth Advisors
Pennsylvania
$1.51M +$756K +12,181 +100%
WA
1323
WBH Advisory
Maryland
$1.51M +$1.51M +24,305 New
BFC
1324
Blue Fin Capital
Rhode Island
$1.51M -$14.3K -224 -0.9%
PWPS
1325
Pinnacle Wealth Planning Services
Ohio
$1.5M +$180K +2,895 +14%
51 52
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