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 %
FIB
2176
First Interstate Bank
Montana
$396K +$396K +6,295 New
UF
2177
Univest Financial
Pennsylvania
$395K -$27.5K -438 -7%
CCP
2178
Cassia Capital Partners
North Carolina
$395K – – –
SFA
2179
Souders Financial Advisors
Ohio
$394K -$434K -6,898 -52%
MSS
2180
Mitchell Sinkler & Starr
Pennsylvania
$394K – – –
DOA
2181
D'Orazio & Associates
Virginia
$394K +$25.9K +412 +7%
VIM
2182
VELA Investment Management
Ohio
$394K +$394K +6,269 New
BSSFA
2183
Baron Silver Stevens Financial Advisors
Florida
$392K +$99.1K +1,577 +34%
TPW
2184
Transatlantique Private Wealth
New York
$392K +$392K +6,231 New
IRC
2185
Investors Research Corp
Georgia
$391K +$3.84K +61 +1%
BWM
2186
Buckley Wealth Management
Nevada
$390K -$2.33K -37 -0.6%
LWM
2187
Liberty Wealth Management
California
$390K +$3.44K +55 +0.9%
FVWA
2188
Foster Victor Wealth Advisors
South Carolina
$390K +$105K +1,654 +37%
SMG
2189
Spectrum Management Group
Indiana
$388K – – –
JLBC
2190
J.L. Bainbridge & Co
Florida
$388K +$10.5K +167 +3%
LAS
2191
LWM Advisory Services
Florida
$388K +$388K +6,153 New
CCM
2192
Cullen Capital Management
New York
$387K – – –
PJSIMP
2193
P.J. Schmidt Investment Management (PJS)
Wisconsin
$386K -$1.29K -20 -0.3%
BAAM
2194
Baker Avenue Asset Management
California
$384K +$384K +6,110 New
KWM
2195
Kaydan Wealth Management
Michigan
$383K -$63 -1 -0%
REMPR
2196
Roof Eidam Maycock Peralta (REMP)
California
$383K – – –
CP
2197
Covenant Partners
Tennessee
$381K – – –
CC
2198
Cadinha & Co
Hawaii
$380K – – –
ZIG
2199
Zuckerman Investment Group
Illinois
$380K +$10.5K +167 +3%
ICM
2200
IMS Capital Management
Oregon
$380K +$380K +6,047 New
86 87
88
89 90