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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 %
MWM
2551
Madison Wealth Management
Ohio
$243K
UAML
2552
US Asset Management LLC
Pennsylvania
$242K -$21.6K -358 -8%
POIA
2553
Pin Oak Investment Advisors
Texas
$242K
GWAM
2554
Guardian Wealth Advisors (Minnesota)
Minnesota
$242K -$12.8K -212 -5%
WG
2555
Watchman Group
Texas
$241K -$48.2K -800 -17%
MA
2556
McBroom & Associates
Nevada
$241K
DLG
2557
Daniel L. Goodwin
$241K
EGA
2558
E&G Advisors
Texas
$241K
WWP
2559
WR Wealth Planners
Missouri
$240K +$55.5K +921 +30%
BWM
2560
Birchcreek Wealth Management
Ohio
$239K +$22.3K +371 +10%
MCM
2561
McRae Capital Management
New Jersey
$238K -$8.43K -140 -3%
SC
2562
Solstein Capital
California
$238K +$43.2K +718 +22%
CCM
2563
Carderock Capital Management
Maryland
$238K
EP
2564
Essential Planning
New Hampshire
$238K
CWA
2565
CM Wealth Advisors
Ohio
$237K -$4.25K -68 -2%
WAG
2566
Winthrop Advisory Group
Massachusetts
$237K +$16.5K +272 +7%
DA
2567
Dover Advisors
Virginia
$237K -$167K -2,750 -41%
CA
2568
Calton & Associates
Florida
$237K -$114K -1,896 -33%
GAM
2569
Gemmer Asset Management
California
$236K
MF
2570
Manchester Financial
California
$236K +$8.19K +136 +4%
BWM
2571
BCGM Wealth Management
Indiana
$235K +$235K +3,903 New
CBB
2572
Citizens Business Bank
California
$235K
FA
2573
Financial Advisors
Massachusetts
$235K -$4.82K -80 -2%
CFO
2574
Collective Family Office
Pennsylvania
$235K -$35.8K -594 -13%
CIA
2575
Cascade Investment Advisors
Oregon
$235K +$4.7K +78 +2%