KO icon

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 %
HVP
1401
Hudson Value Partners
Florida
$1.34M -$1.7K -27 -0.1%
HBT
1402
Hills Bank & Trust
Iowa
$1.34M +$70.6K +1,122 +6%
SCP
1403
Syntal Capital Partners
Texas
$1.34M -$13.4K -211 -1%
BP
1404
BBR Partners
New York
$1.34M +$157K +2,500 +13%
WP
1405
WealthSource Partners
California
$1.33M -$141K -2,239 -10%
SHWM
1406
Smith & Howard Wealth Management
Georgia
$1.33M +$1.76K +28 +0.1%
LT
1407
Lindsell Train
United Kingdom
$1.33M – – –
BO
1408
Bank OZK
Arkansas
$1.33M -$78.9K -1,254 -6%
FPFS
1409
First Personal Financial Services
North Carolina
$1.32M -$584K -9,286 -31%
CC
1410
Centiva Capital
New York
$1.32M +$1.32M +21,007 New
EWM
1411
Empirical Wealth Management
Washington
$1.32M +$325K +5,166 +33%
MC
1412
Martin & Co
Tennessee
$1.32M +$19.1K +303 +1%
CG
1413
Caprock Group
Idaho
$1.32M +$153K +2,414 +13%
JGIA
1414
Jackson Grant Investment Advisers
Connecticut
$1.32M -$92.6K -1,471 -7%
TA
1415
TFG Advisers
Michigan
$1.31M +$13.7K +217 +1%
AFM
1416
Andesa Financial Management
Pennsylvania
$1.3M -$2.45K -39 -0.2%
KFS
1417
Kurt F. Somerville
$1.29M -$53.5K -850 -4%
RMC
1418
Resources Management Corp
Connecticut
$1.29M +$21.3K +338 +2%
JIC
1419
Joel Isaacson & Co
New York
$1.29M +$62.3K +990 +5%
SP
1420
Successful Portfolios
Florida
$1.29M -$63 -1 -0%
GPA
1421
Garrison Point Advisors
California
$1.29M +$12.6K +200 +1%
KTC
1422
Kistler-Tiffany Companies
Pennsylvania
$1.28M -$53.7K -854 -4%
SF
1423
Symphony Financial
Texas
$1.28M +$78.9K +1,258 +7%
RB
1424
Renasant Bank
Mississippi
$1.28M +$334K +5,301 +35%
ACM
1425
Advisors Capital Management
New Jersey
$1.28M +$77.1K +1,226 +6%
55 56
57
58 59