KO icon

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 %
RA
2676
Rise Advisors
New York
$197K +$1.81K +30 +0.9%
TC
2677
Truvestments Capital
Florida
$196K +$4.1K +68 +2%
MWM
2678
Mascoma Wealth Management
New Hampshire
$193K -$12.2K -200 -6%
LFASL
2679
Lugano Financial Advisors SA (LFA)
Switzerland
$193K +$193K +3,200 New
BAM
2680
Bellevue Asset Management
Washington
$192K +$301 +5 +0.2%
RFA
2681
Resurgent Financial Advisors
Georgia
$189K -$6.56K -109 -3%
IRAG
2682
Investment Research & Advisory Group
Georgia
$189K -$14.7K -244 -7%
TWM
2683
Tradition Wealth Management
Minnesota
$188K +$21.2K +352 +13%
CAL
2684
Capital Advisors Ltd
Ohio
$188K +$117K +1,936 +163%
APW
2685
Acima Private Wealth
Virginia
$183K
SIM
2686
Studio Investment Management
Illinois
$182K -$7.22K -119 -4%
HIM
2687
Hillsdale Investment Management
Ontario, Canada
$180K +$97.6K +1,620 +119%
AAP
2688
Arax Advisory Partners
Colorado
$179K -$1.63K -27 -0.9%
PIAS
2689
PCA Investment Advisory Services
Ohio
$177K +$177K +2,940 New
C
2690
Covestor
United Kingdom
$176K -$12.5K -208 -7%
OBWP
2691
O'Brien Wealth Partners
Massachusetts
$175K +$60 +1 +0%
WOSD
2692
WFA of San Diego
California
$175K -$42.2K -700 -19%
BC
2693
Barrett & Company
Rhode Island
$171K +$30.1K +500 +21%
BCM
2694
Bourgeon Capital Management
Connecticut
$169K
KIG
2695
Kessler Investment Group
Indiana
$167K
SIC
2696
SJS Investment Consulting
Ohio
$167K -$843 -14 -0.5%
VCM
2697
Versant Capital Management
Arizona
$165K +$1.63K +27 +1%
FP
2698
Financial Perspectives
Minnesota
$163K +$783 +13 +0.5%
TFP
2699
Tilia Fiduciary Partners
North Carolina
$160K -$23.1K -384 -13%
ACA
2700
Atlas Capital Advisors
Wyoming
$158K