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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 %
FPIS
2601
Financial Planning & Information Services
Wisconsin
$224K
LAM
2602
LifePro Asset Management
California
$223K +$223K +3,706 New
NQWM
2603
Northwest Quadrant Wealth Management
Oregon
$223K +$1.14K +19 +0.5%
FCM
2604
Family Capital Management
Michigan
$222K -$33.6K -558 -13%
MWM
2605
MBE Wealth Management
Wisconsin
$221K -$18.1K -300 -8%
LRWA
2606
Long Run Wealth Advisors
New York
$221K
VNA
2607
Valley National Advisers
Pennsylvania
$221K -$9.23K -153 -4%
IWN
2608
Independent Wealth Network
Iowa
$221K +$12.7K +211 +6%
NJBEST
2609
New Jersey Better Educational Savings Trust
New Jersey
$221K
PW
2610
Peninsula Wealth
California
$220K +$8.25K +137 +4%
CIM
2611
Corbyn Investment Management
Maryland
$220K -$456K -7,566 -67%
EIA
2612
Eldridge Investment Advisors
New Hampshire
$220K +$60 +1 +0%
IAG
2613
Investment Advisory Group
Massachusetts
$220K +$18.4K +306 +9%
KJHP
2614
K.J. Harrison & Partners
Ontario, Canada
$219K
TA
2615
TrueWealth Advisors
Alabama
$219K -$20.2K -336 -8%
RCG
2616
Resource Consulting Group
Florida
$219K +$219K +3,634 New
PP
2617
PFS Partners
New Jersey
$218K -$6.02K -100 -3%
MWPCG
2618
Measured Wealth Private Client Group
New Hampshire
$218K +$5.12K +85 +2%
FCA
2619
FLC Capital Advisors
California
$218K -$51.7K -858 -19%
KWA
2620
Kingswood Wealth Advisors
California
$218K +$218K +3,616 New
WAM
2621
Walker Asset Management
Missouri
$217K +$120 +2 +0.1%
GA
2622
Goldstein Advisors
Wisconsin
$217K -$361 -6 -0.2%
5SA
2623
5th Street Advisors
Connecticut
$217K +$217K +3,600 New
LCM
2624
Lewis Capital Management
California
$217K +$120 +2 +0.1%
BIA
2625
Bell Investment Advisors
California
$216K -$3.67K -61 -2%