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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 %
CCM
1426
Compton Capital Management
Rhode Island
$1.27M -$575K -9,146 -31%
BFC
1427
Bedel Financial Consulting
Indiana
$1.27M +$128K +2,037 +11%
NGA
1428
Naples Global Advisors
Florida
$1.27M +$198K +3,134 +18%
HFS
1429
Heritage Financial Services
Massachusetts
$1.27M -$506K -8,038 -28%
ACP
1430
Ashfield Capital Partners
California
$1.27M +$404K +6,421 +47%
ADBIC
1431
A.D. Beadell Investment Counsel
Wisconsin
$1.27M -$2.25M -35,814 -64%
FNBOMD
1432
First National Bank of Mount Dora
Florida
$1.27M -$37.3K -593 -3%
DJSG
1433
D.J. St. Germain
Massachusetts
$1.27M -$22K -350 -2%
GPTE
1434
Generali Powszechne Towarzystwo Emerytalne
Poland
$1.27M – – –
AP
1435
Appleton Partners
Massachusetts
$1.27M -$16.4K -261 -1%
ECM
1436
Exchange Capital Management
Michigan
$1.27M -$1.57K -25 -0.1%
FWCM
1437
Ferguson Wellman Capital Management
Oregon
$1.26M -$38.8K -617 -3%
CB
1438
CNB Bank
Pennsylvania
$1.26M -$18.9K -300 -1%
SDAM
1439
Shulman DeMeo Asset Management
New York
$1.26M +$6.36K +101 +0.5%
CA
1440
Continuum Advisory
Idaho
$1.26M +$85.3K +3,189 +7%
OWA
1441
Octavia Wealth Advisors
Ohio
$1.26M +$20.8K +327 +2%
LWM
1442
Ledge Wealth Management
Minnesota
$1.26M +$277K +4,402 +28%
PIM
1443
Provident Investment Management
Michigan
$1.26M – – –
T
1444
TOBAM
France
$1.26M +$79.2K +1,258 +7%
LIM
1445
Longfellow Investment Management
Massachusetts
$1.26M – – –
ZIG
1446
Zullo Investment Group
Pennsylvania
$1.25M -$19.3K -306 -2%
LHC
1447
Little House Capital
Massachusetts
$1.25M -$34.2K -544 -3%
NCM
1448
Next Capital Management
New York
$1.25M +$2.45K +39 +0.2%
CSB
1449
City State Bank
Iowa
$1.25M +$6.29K +100 +0.5%
WCM
1450
Windsor Capital Management
Arizona
$1.25M -$26.4K -419 -2%
56 57
58
59 60