KO icon

Coca-Cola

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
2526
Blossom Wealth Management
California
$275K +$884 +15 +0.3%
TWM
2527
Tradition Wealth Management
Minnesota
$275K +$87.1K +1,477 +46%
VWM
2528
Vigilare Wealth Management
Arizona
$274K +$884 +15 +0.3%
RA
2529
Rise Advisors
New York
$274K +$17.4K +296 +7%
ME
2530
McIlrath & Eck
Washington
$274K +$4.6K +78 +2%
KCM
2531
KRS Capital Management
Michigan
$274K +$10K +170 +4%
RAM
2532
Redmond Asset Management
Virginia
$273K -$2.83K -48 -1%
PWP
2533
Phillips Wealth Planners
Mississippi
$273K -$432K -7,173 -61%
CPCP
2534
Cedar Point Capital Partners
Iowa
$273K +$273K +4,633 New
WWC
2535
Waypoint Wealth Counsel
Georgia
$273K -$14.4K -244 -5%
CGFA
2536
Colton Groome Financial Advisors
North Carolina
$272K +$11.8K +200 +5%
HPM
2537
Hoxton Planning & Management
West Virginia
$271K -$103K -1,752 -28%
AFT
2538
Alpha Family Trust
California
$270K -$431K -7,315 -61%
BL
2539
BFSG LLC
California
$269K -$23.6K -401 -8%
ANB
2540
Amarillo National Bank
Texas
$269K -$41.8K -709 -13%
CSWM
2541
Cassady Schiller Wealth Management
Ohio
$269K +$14.6K +248 +6%
KWM
2542
KFG Wealth Management
Indiana
$269K +$2.71K +46 +1%
CBFP
2543
Cedar Brook Financial Partners
Ohio
$269K -$23.9K -399 -8%
FI
2544
Financial Insights
Washington
$269K +$1.94K +33 +0.7%
TF
2545
Threadgill Financial
Texas
$269K
BWM
2546
Baystate Wealth Management
Massachusetts
$268K +$15.4K +262 +6%
VWMG
2547
Virginia Wealth Management Group
Virginia
$268K -$112K -1,900 -29%
CA
2548
Calton & Associates
Florida
$268K +$50.7K +860 +23%
BBW
2549
Blue Barn Wealth
Utah
$268K -$150K -2,550 -36%
BWM
2550
Birchcreek Wealth Management
Ohio
$267K +$29.9K +507 +13%