KO icon

Coca-Cola

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
2851
Dogwood Wealth Management
Kansas
$65.5K +$65.5K +1,111 New
RA
2852
Rational Advisors
New York
$64.1K -$97.1K -1,647 -60%
AFS
2853
Annapolis Financial Services
Maryland
$63.6K +$12.6K +213 +25%
VAMG
2854
Voisard Asset Management Group
Michigan
$63.5K +$63.5K +1,078 New
PWA
2855
Provenance Wealth Advisors
Florida
$62.5K +$5.89K +100 +10%
EFMH
2856
E Fund Management (HK)
Hong Kong
$62K +$62K +1,054 New
KFS
2857
Kelly Financial Services
Massachusetts
$60.1K -$14K -238 -19%
SWM
2858
Sanctuary Wealth Management
Idaho
$59.3K
RL
2859
Rogco LP
Oklahoma
$58.9K
MCA
2860
Maryland Capital Advisors
Maryland
$58.9K
YAL
2861
Your Advocates Ltd
Texas
$58.8K
WPWM
2862
Western Pacific Wealth Management
Illinois
$58.7K
TLA
2863
Tanglewood Legacy Advisors
Texas
$58.6K
CIR
2864
Clear Investment Research
Georgia
$56.2K +$1.47K +25 +3%
NL
2865
NVWM LLC
Pennsylvania
$56K -$72.6K -1,232 -56%
A
2866
AJOVista
Massachusetts
$56K +$56K +951 New
BBPWM
2867
Blue Bell Private Wealth Management
Pennsylvania
$55.2K +$12K +203 +28%
FSWA
2868
Financial Synergies Wealth Advisors
Texas
$55K -$32.8K -516 -37%
BMC
2869
Bear Mountain Capital
Washington
$54.9K +$54.9K +915 New
HGA
2870
Hobbs Group Advisors
South Carolina
$54.9K +$54.9K +931 New
CAM
2871
Creekmur Asset Management
Illinois
$53.8K +$53.8K +912 New
GA
2872
GoalVest Advisory
New York
$53.7K +$3.42K +58 +7%
HWM
2873
HighMark Wealth Management
Minnesota
$53.1K -$3.18K -54 -6%
AA
2874
AlphaMark Advisors
Kentucky
$53K
FFO
2875
Fortitude Family Office
Arizona
$53K +$53K +899 New