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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 %
KWM
2451
KerberRose Wealth Management
Wisconsin
$250K +$250K +3,977 New
CGFA
2452
Colton Groome Financial Advisors
North Carolina
$250K +$250K +3,981 New
IIC
2453
Integrated Investment Consultants
Michigan
$249K -$34.5K -550 -12%
NCM
2454
Northwest Capital Management
Oregon
$249K – – –
AWS
2455
Arkfeld Wealth Strategies
Nebraska
$249K +$567 +9 +0.2%
TA
2456
Trellis Advisors
Washington
$249K +$18.6K +295 +8%
GWAM
2457
Guardian Wealth Advisors (Minnesota)
Minnesota
$248K -$4.02K -64 -2%
BWM
2458
Baystate Wealth Management
Massachusetts
$247K -$3.71K -59 -1%
WAG
2459
Winthrop Advisory Group
Massachusetts
$247K -$1.08K -17 -0.4%
FBT
2460
First Bank & Trust
South Dakota
$246K -$73.5K -1,169 -23%
CBB
2461
Citizens Business Bank
California
$246K – – –
PIC
2462
Platt Investment Counsel
Florida
$246K – – –
MWPCG
2463
Measured Wealth Private Client Group
New Hampshire
$246K +$3.08K +49 +1%
NQWM
2464
Northwest Quadrant Wealth Management
Oregon
$245K +$8.99K +142 +4%
TA
2465
TruWealth Advisors
Louisiana
$245K +$245K +3,889 New
CSIA
2466
Charles Schwab Investment Advisory
California
$244K +$244K +3,872 New
SEIA
2467
Signature Estate & Investment Advisors
California
$243K +$17.6K +279 +8%
GAA
2468
Global Assets Advisory
Florida
$243K +$243K +3,858 New
SBF
2469
Sara-Bay Financial
Florida
$242K – – –
IHWM
2470
Iron Horse Wealth Management
Iowa
$242K +$251 +4 +0.1%
DI
2471
DFPG Investments
Utah
$242K +$2.41K +39 +1%
NCM
2472
Northside Capital Management
Oregon
$241K – – –
CPA
2473
Capital Planning Advisors
California
$241K – – –
VCM
2474
Viewpoint Capital Management
Washington
$241K +$188 +3 +0.1%
SFWA
2475
Summit Financial Wealth Advisors
Louisiana
$241K +$24.1K +388 +11%
97 98
99
100 101