KO icon

Coca-Cola
KO

Overview Fund Activity

2,475 hedge funds and large institutions have $153B invested in Coca-Cola in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 989 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
43.58%
Holding in Top 10
77
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.3%
% of All Funds
1.36%
New
157
Increased
993
Reduced
989
Closed
119
Calls
$1.55B
Puts
$1.31B
Net Calls
+$237M
Net Calls Change
+$993M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.42B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$444M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$421M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$278M
5
Invesco
Invesco
Georgia
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$621M
3
Bank of America
Bank of America
North Carolina
-$544M
4
CWG
C WorldWide Group
Denmark
-$389M
5
DZ Bank
DZ Bank
Germany
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$21.1B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.9B +$1.42B +27,029,381 +9%
BlackRock
3
BlackRock
New York
$14.9B -$33.5M -634,641 -0.2%
State Street
4
State Street
Massachusetts
$8.72B -$379M -7,128,091 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.11B -$1.14B -21,616,554 -22%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.59B +$175M +3,325,794 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.24B +$278M +5,278,850 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.06B +$86.5M +1,645,182 +3%
Northern Trust
9
Northern Trust
Illinois
$2.52B -$61.2M -1,161,442 -2%
Morgan Stanley
10
Morgan Stanley
New York
$2.49B -$70M -1,327,840 -3%
Charles Schwab
11
Charles Schwab
California
$2.21B +$211M +4,008,187 +11%
Norges Bank
12
Norges Bank
Norway
$2.2B -$49.8M -944,744 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.08B -$19M -360,586 -0.9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.84B +$30.1M +571,710 +2%
Bank of America
15
Bank of America
North Carolina
$1.81B -$544M -10,329,411 -23%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.47B -$14.2M -269,213 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.38B -$85.1M -1,614,221 -6%
Invesco
18
Invesco
Georgia
$1.35B +$250M +4,738,744 +23%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.33B -$34.9M -661,664 -3%
Franklin Resources
20
Franklin Resources
California
$1.29B +$78.7M +1,492,150 +6%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.29B -$33.3M -632,404 -3%
Fayez Sarofim & Co
22
Fayez Sarofim & Co
Texas
$1.11B -$5.53M -104,925 -0.5%
Truist Financial
23
Truist Financial
North Carolina
$1.1B +$14.1M +267,768 +1%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$1.09B – – –
UBS Group
25
UBS Group
Switzerland
$1.02B -$25.5M -483,764 -2%
1
2 3 4 5