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 %
OWM
2901
OneAscent Wealth Management
Alabama
-$736K -11,777 Closed
AWC
2902
Abundance Wealth Counselors
Pennsylvania
-$729K -11,749 Closed
CCIA
2903
Campbell & Co Investment Adviser
Maryland
-$711K -11,456 Closed
JWWM
2904
Johnson & White Wealth Management
Pennsylvania
-$621K -10,007 Closed
CFA
2905
Compass Financial Advisors
Indiana
-$611K -9,847 Closed
DFG
2906
Delta Financial Group
New Jersey
-$578K -9,325 Closed
CAGAS
2907
Capital Advisory Group Advisory Services
Minnesota
-$557K -8,974 Closed
CM
2908
Capula Management
Cayman Islands
-$474K -7,643 Closed
SOW
2909
State of Wyoming
Wyoming
-$462K -7,455 Closed
CAM
2910
Connacht Asset Management
New York
-$425K -6,857 Closed
PWAG
2911
Polaris Wealth Advisory Group
California
-$419K -6,756 Closed
SPA
2912
Sherbrooke Park Advisers
New York
-$366K -5,900 Closed
HHGA
2913
Halbert Hargrove Global Advisors
California
-$356K -5,731 Closed
OCM
2914
One Capital Management
California
-$346K -5,583 Closed
WC
2915
Waterloo Capital
Texas
-$344K -5,552 Closed
GC
2916
Guardian Capital
Ontario, Canada
-$330K -5,325 Closed
CFAM
2917
Center For Asset Management
Florida
-$329K -5,311 Closed
BWM
2918
BCS Wealth Management
Tennessee
-$319K -5,140 Closed
WTFG
2919
Wells Trecaso Financial Group
Ohio
-$302K -4,876 Closed
SRAM
2920
Spouting Rock Asset Management
Pennsylvania
-$302K -4,869 Closed
KF
2921
Krilogy Financial
Missouri
-$296K -4,764 Closed
WRM
2922
Weybosset Research & Management
Rhode Island
-$282K -4,544 Closed
CCA
2923
Childress Capital Advisors
Texas
-$281K -4,537 Closed
FF
2924
Francis Financial
-$276K -4,456 Closed
CW
2925
Cook Wealth
North Carolina
-$279K -4,381 Closed