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 %
HCM
2726
Hollencrest Capital Management
California
$120K
BAM
2727
Byrne Asset Management
New Jersey
$115K -$6.04K -100 -5%
TIM
2728
Tortoise Investment Management
New York
$114K +$301 +5 +0.3%
CB
2729
Centennial Bank
Arkansas
$111K -$106K -1,760 -49%
CTWM
2730
Cherry Tree Wealth Management
Minnesota
$110K +$110K +1,819 New
LIA
2731
Luken Investment Analytics
Tennessee
$108K
LD
2732
Lipe & Dalton
New York
$108K
PA
2733
PSI Advisors
Florida
$107K -$2.83K -47 -3%
EARNEST Partners
2734
EARNEST Partners
Georgia
$107K
RTC
2735
Riverview Trust Company
Washington
$106K +$56.8K +944 +116%
ACM
2736
Antonetti Capital Management
Florida
$105K
ICM
2737
Islay Capital Management
Texas
$103K +$241 +4 +0.2%
WCMN
2738
Westchester Capital Management (Nebraska)
Nebraska
$97.3K +$12.6K +210 +15%
VWM
2739
Valley Wealth Managers
New Jersey
$96.4K -$30.1K -499 -24%
VAG
2740
VisionPoint Advisory Group
Texas
$94.3K +$94.3K +1,566 New
PCTC
2741
Perkins Coie Trust Company
Washington
$91.2K -$29.9K -496 -25%
HF
2742
Halpern Financial
Virginia
$90.3K -$2.17K -36 -2%
AWM
2743
AllSquare Wealth Management
New York
$89.4K
FFA
2744
Fairfield Financial Advisors
Massachusetts
$88.1K +$24.7K +410 +39%
OLVIG
2745
Oliver Lagore Vanvalin Investment Group
Michigan
$87.9K
KFS
2746
Kelly Financial Services
Massachusetts
$84.5K +$482 +8 +0.6%
OA
2747
Operose Advisors
Wisconsin
$84.3K
AWM
2748
Abound Wealth Management
Tennessee
$83.6K +$15.8K +262 +23%
FSWA
2749
Financial Synergies Wealth Advisors
Texas
$82.4K -$9.69K -161 -11%
HB
2750
Horizon Bancorp
Indiana
$82K +$19.9K +332 +32%