KO icon

Coca-Cola
KO

Overview Fund Activity

2,292 hedge funds and large institutions have $164B invested in Coca-Cola in 2019 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 867 increasing their positions, 838 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+177
Holders Change %
+8.37%
% of All Funds
45.26%
Holding in Top 10
102
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.42%
% of All Funds
2.01%
New
273
Increased
867
Reduced
838
Closed
73
Calls
$1.4B
Puts
$1.34B
Net Calls
+$57M
Net Calls Change
-$251M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$1.08B
2
BlackRock
BlackRock
New York
+$293M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$281M
4
Barclays
Barclays
United Kingdom
+$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$245M

Top Sellers

1
AIG
American International Group
New York
-$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
3
GQG Partners
GQG Partners
Florida
-$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$216M
5
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
2001
Savior LLC
Massachusetts
$266K +$266K +4,800 New
SIC
2002
Sigma Investment Counselors
Michigan
$265K -$42.9K -775 -14%
CIP
2003
Capital Insight Partners
Arizona
$264K -$41.8K -755 -14%
HWA
2004
HHM Wealth Advisors
Tennessee
$264K -$6.8K -123 -3%
CBFP
2005
Cedar Brook Financial Partners
Ohio
$264K +$17.5K +316 +7%
NC
2006
NovaPoint Capital
Georgia
$263K +$263K +4,752 New
HBWM
2007
Hollow Brook Wealth Management
New York
$262K – – –
WCG
2008
Weaver Consulting Group
California
$262K +$10.2K +188 +4%
BB
2009
Bell Bank
North Dakota
$259K -$2.1M -38,062 -89%
MCM
2010
McRae Capital Management
New Jersey
$259K – – –
WIP
2011
Wellesley Investment Partners
Massachusetts
$258K -$3.43K -62 -1%
VNA
2012
Valley National Advisers
Pennsylvania
$258K +$388 +7 +0.2%
W
2013
WealthOne
New York
$258K +$1.11K +20 +0.4%
VC
2014
Vestor Capital
Illinois
$258K +$74.7K +1,350 +41%
SC
2015
Solstein Capital
California
$258K +$258K +4,657 New
MCCP
2016
Mission Creek Capital Partners
California
$258K +$258K +4,664 New
BWM
2017
BCS Wealth Management
Tennessee
$258K +$258K +4,664 New
CFG
2018
CMC Financial Group
Georgia
$257K – – –
VCM
2019
Vigilant Capital Management
Maine
$257K +$29.9K +540 +13%
RICHC
2020
Renaissance Investment Consultants Holding Company
Pennsylvania
$257K +$257K +4,644 New
WTFG
2021
Wells Trecaso Financial Group
Ohio
$256K -$1.33K -24 -0.5%
WS
2022
Wela Strategies
Georgia
$256K – – –
CWAG
2023
Compton Wealth Advisory Group
Virginia
$255K -$14.6K -264 -5%
PR
2024
Payden & Rygel
California
$255K – – –
OAM
2025
Oak Asset Management
California
$255K – – –
79 80
81
82 83