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Coca-Cola
KO

Overview Fund Activity

2,254 hedge funds and large institutions have $129B invested in Coca-Cola in 2020 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 995 increasing their positions, 855 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+25
Holders Change %
+1.12%
% of All Funds
46.33%
Holding in Top 10
75
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-27.18%
% of All Funds
1.54%
New
148
Increased
995
Reduced
855
Closed
103
Calls
$1.08B
Puts
$1.44B
Net Calls
-$368M
Net Calls Change
-$486M

Top Buyers

1
BlackRock
BlackRock
New York
+$836M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$272M
3
Norges Bank
Norges Bank
Norway
+$260M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$234M
5
Franklin Resources
Franklin Resources
California
+$166M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$603M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$543M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$518M
4
Capital World Investors
Capital World Investors
California
-$430M
5
Deutsche Bank
Deutsche Bank
Germany
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
2026
Fernwood Investment Management
Massachusetts
$228K -$9.03K -202 -4%
RWP
2027
RWA Wealth Partners
Massachusetts
$228K -$5.09K -114 -2%
CBFP
2028
Cedar Brook Financial Partners
Ohio
$228K +$15.1K +337 +7%
MCM
2029
McRae Capital Management
New Jersey
$227K +$4.47K +100 +2%
CG
2030
Corundum Group
Colorado
$226K -$16.3K -365 -7%
MLFP
2031
MPS Loria Financial Planners
Illinois
$226K +$1.48K +33 +0.7%
PAM
2032
Private Asset Management
California
$225K +$225K +5,030 New
LDFR
2033
Lehman & Derafelo Financial Resources
Pennsylvania
$224K +$89 +2 +0%
WAS
2034
Wealth Advisory Solutions
Indiana
$224K +$224K +5,030 New
MAS
2035
Managed Account Services
Florida
$223K -$18.6K -384 -8%
ACM
2036
AlphaStar Capital Management
North Carolina
$223K -$881 -19 -0.4%
IA
2037
Icon Advisers
Colorado
$223K – – –
CSA
2038
Cottage Street Advisors
Massachusetts
$222K – – –
AWA
2039
Acorn Wealth Advisors
Michigan
$221K +$3.66K +82 +2%
TLP
2040
Trinity Legacy Partners
Texas
$220K -$4.62K -102 -2%
HFG
2041
Heron Financial Group
New York
$220K +$18.1K +400 +9%
LCM
2042
Liberty Capital Management
Michigan
$219K – – –
BI
2043
Ballast Inc
Kentucky
$219K +$45 +1 +0%
FVWA
2044
Foster Victor Wealth Advisors
South Carolina
$219K +$268 +6 +0.1%
MCCP
2045
Mission Creek Capital Partners
California
$219K +$10.2K +228 +5%
CBB
2046
Citizens Business Bank
California
$217K -$213K -4,762 -49%
MWPCG
2047
Measured Wealth Private Client Group
New Hampshire
$217K -$58.7K -1,312 -21%
PJSIMP
2048
P.J. Schmidt Investment Management (PJS)
Wisconsin
$216K +$893 +20 +0.4%
OAM
2049
Oak Asset Management
California
$216K +$9.66K +216 +5%
MA
2050
MONECO Advisors
Connecticut
$216K +$216K +4,825 New
80 81
82
83 84