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Coca-Cola

3,009 hedge funds and large institutions have $196B invested in Coca-Cola in 2024 Q2 according to their latest regulatory filings, with 194 funds opening new positions, 1,211 increasing their positions, 1,276 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,009
Holders Change
+50
Holders Change %
+1.69%
% of All Funds
43.76%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
194
Increased
1,211
Reduced
1,276
Closed
101
Calls
$1.57B
Puts
$1.13B
Net Calls
+$438M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Shares
Change %
B
2751
Birchbrook
Maine
$215K +$64 +1 +0%
CFG
2752
Carr Financial Group
Massachusetts
$215K +$215K +3,371 New
PIA
2753
Powell Investment Advisors
Florida
$214K -$59.8K -933 -22%
VPP
2754
Vertex Planning Partners
Illinois
$214K +$5.73K +90 +3%
HCA
2755
Heck Capital Advisors
Wisconsin
$214K -$127 -2 -0.1%
MPW
2756
Monterey Private Wealth
California
$213K +$213K +3,347 New
DFG
2757
Dupree Financial Group
Kentucky
$213K +$213K +3,344 New
MWPCG
2758
Measured Wealth Private Client Group
New Hampshire
$212K
JEST
2759
JTC Employer Solutions Trustee
Jersey
$212K
TFGT
2760
TS Financial Group (TSFG)
Illinois
$212K +$1.34K +21 +0.6%
WCM
2761
WealthBridge Capital Management
Ohio
$212K -$6.43K -101 -3%
MCM
2762
Mendel Capital Management
Arkansas
$212K -$11K -173 -5%
MCAI
2763
Members Capital Advisors Inc
Wisconsin
$211K
CPG
2764
Cornerstone Planning Group
New Jersey
$211K +$92.7K +1,362 +78%
DW
2765
Dodds Wealth
Colorado
$211K -$752 -12 -0.4%
EI
2766
Ellevest Inc
New York
$210K +$64 +1 +0%
IRAG
2767
Investment Research & Advisory Group
Georgia
$210K
SIG
2768
Sargent Investment Group
Maryland
$210K -$2.86K -45 -1%
NFG
2769
Northeast Financial Group
Pennsylvania
$209K
CIM
2770
Corbyn Investment Management
Maryland
$209K -$20.4K -321 -9%
HWM
2771
Hemington Wealth Management
Virginia
$209K +$209K +3,299 New
PWP
2772
Phillips Wealth Planners
Mississippi
$209K +$209K +3,323 New
NI
2773
NCP Inc
California
$208K +$6.36K +100 +3%
WFPG
2774
Waller Financial Planning Group
Ohio
$207K +$207K +3,260 New
SW
2775
SMART Wealth
Nebraska
$207K -$3.5K -55 -2%