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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2476
Castle Wealth Management
Florida
$271K +$6.91K +114 +3%
SFG
2477
Socha Financial Group
New York
$270K +$270K +4,480 New
KCM
2478
KRS Capital Management
Michigan
$269K +$542 +9 +0.2%
SRC
2479
Sage Rhino Capital
California
$268K -$12.2K -202 -4%
BWM
2480
Buckley Wealth Management
Nevada
$267K
WIM
2481
Westside Investment Management
California
$267K +$3.02K +50 +1%
B
2482
Bensler
Washington
$267K +$783 +13 +0.3%
PFP
2483
Paragon Financial Partners
California
$267K -$12K -200 -4%
TFM
2484
TFC Financial Management
Massachusetts
$266K +$1.33K +22 +0.5%
CWM
2485
Curi Wealth Management
North Carolina
$266K +$662 +11 +0.2%
APC
2486
Asset Planning Corporation
Tennessee
$266K
EGWAG
2487
Elwood & Goetz Wealth Advisory Group
Georgia
$266K -$20.7K -343 -7%
VFP
2488
Verus Financial Partners
Virginia
$265K +$2.68K +43 +1%
TFCP
2489
Twin Focus Capital Partners
Massachusetts
$264K -$43.3K -719 -14%
NIC
2490
Northwest Investment Counselors
Oregon
$264K -$31.9K -529 -11%
KTM
2491
Keeler Thomas Management
Utah
$263K -$90.3K -1,500 -26%
BSSFA
2492
Baron Silver Stevens Financial Advisors
Florida
$263K +$241 +4 +0.1%
SWP
2493
Strategic Wealth Partners
Ohio
$262K +$12.9K +214 +5%
NWMG
2494
National Wealth Management Group
Ohio
$262K +$1.95K +32 +0.7%
PIA
2495
Powell Investment Advisors
Florida
$262K -$394K -6,426 -60%
TA
2496
Trellis Advisors
Washington
$262K -$482 -8 -0.2%
CCC
2497
Chelsea Counsel Company
California
$262K +$49.3K +813 +23%
PCMC
2498
Private Capital Management (Colorado)
Colorado
$262K -$29.2K -485 -10%
WSWA
2499
Warren Street Wealth Advisors
California
$262K +$56.4K +936 +27%
BPFA
2500
Barnes Pettey Financial Advisors
Mississippi
$262K -$7.05K -117 -3%