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 %
MPIA
1676
Mountain Pacific Investment Advisers
Idaho
$843K – – –
JAG
1677
Journey Advisory Group
Kentucky
$842K +$272K +4,222 +48%
WFG
1678
Wills Financial Group
Virginia
$841K +$755 +12 +0.1%
APWA
1679
Atlas Private Wealth Advisors
New Jersey
$839K -$114K -1,808 -12%
DFA
1680
Delta Financial Advisors
Louisiana
$839K -$8.62K -137 -1%
ATWA
1681
Arbor Trust Wealth Advisors
Michigan
$839K +$62K +979 +8%
FAM
1682
Formidable Asset Management
Ohio
$838K +$58.2K +931 +7%
ACM
1683
Armbruster Capital Management
New York
$837K – – –
TCOO
1684
Trust Company of Oklahoma
Oklahoma
$837K – – –
SCI
1685
Stableford Capital II
Arizona
$836K -$81.5K -1,286 -9%
JSL
1686
JT Stratford LLC
Georgia
$834K -$58.1K -923 -7%
FPS
1687
Fieldpoint Private Securities
Connecticut
$832K -$192K -3,054 -19%
GA
1688
Greenspring Advisors
Maryland
$832K – – –
SAM
1689
Secure Asset Management
Michigan
$832K +$251K +3,981 +43%
NI
1690
NFC Investments
Tennessee
$828K – – –
CIM
1691
Corbyn Investment Management
Maryland
$827K -$36.3K -577 -4%
WAC
1692
William Allan Corp
Colorado
$821K -$1.74M -27,701 -68%
BDFN
1693
Bond & Devick Financial Network
Minnesota
$821K – – –
EA
1694
Emerald Advisors
Washington
$821K +$2.64K +42 +0.3%
WAM
1695
Weinberger Asset Management
California
$820K +$820K +13,041 New
PHIC
1696
Pine Haven Investment Counsel
Massachusetts
$816K – – –
CRIG
1697
Charter Research & Investment Group
Connecticut
$815K – – –
SLT
1698
St Louis Trust
Missouri
$813K – – –
AFAS
1699
Acorn Financial Advisory Services
Virginia
$813K +$2.33K +37 +0.3%
MAM
1700
Montchanin Asset Management
Delaware
$813K +$813K +12,923 New
66 67
68
69 70