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Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
2626
Shakespeare Wealth Management
Wisconsin
$216K
MWM
2627
Mascoma Wealth Management
New Hampshire
$216K
AWM
2628
Act Wealth Management
Texas
$216K +$4.47K +72 +2%
WPC
2629
White Pine Capital
Minnesota
$215K
HCA
2630
Horan Capital Advisors
Ohio
$215K +$4.16K +67 +2%
IWN
2631
Independent Wealth Network
Iowa
$214K +$1.68K +27 +0.8%
BMWM
2632
Brown Miller Wealth Management
Virginia
$213K
ZAM
2633
Zevin Asset Management
Massachusetts
$213K
BA
2634
Ballew Advisors
Mississippi
$213K +$213K +3,513 New
JF
2635
JSF Financial
California
$213K +$13.1K +211 +7%
WCG
2636
Weaver Consulting Group
California
$212K +$682 +11 +0.3%
PWM
2637
Prosperity Wealth Management
California
$211K -$20.2K -326 -9%
WSWA
2638
Warren Street Wealth Advisors
California
$211K +$211K +3,407 New
BEAM
2639
Baker Ellis Asset Management
Washington
$211K
PWM
2640
PBMares Wealth Management
Virginia
$211K
CM
2641
Castleark Management
Illinois
$211K
IRAG
2642
Investment Research & Advisory Group
Georgia
$209K
PAM
2643
Private Asset Management
California
$209K +$2.42K +39 +1%
CH
2644
Canton Hathaway
Rhode Island
$209K
BFG
2645
Barber Financial Group
Kansas
$209K -$14K -225 -6%
CSIA
2646
Charles Schwab Investment Advisory
California
$209K +$7.13K +115 +4%
SW
2647
SlateStone Wealth
Florida
$208K
TWP
2648
Tempus Wealth Planning
California
$208K +$208K +3,346 New
IAG
2649
Investment Advisory Group
Massachusetts
$207K
JEST
2650
JTC Employer Solutions Trustee
Jersey
$207K