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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 %
EWA
2951
Etesian Wealth Advisors
Oregon
-$202K -3,257 Closed
WE
2952
Wealth Effects
Massachusetts
-$202K -3,250 Closed
EIM
2953
Ervin Investment Management
Washington
-$200K -3,237 Closed
AFGAS
2954
Allegiance Financial Group Advisory Services
Virginia
-$201K -3,237 Closed
EAM
2955
Evanson Asset Management
California
-$201K -3,235 Closed
FCIM
2956
Fairview Capital Investment Management
California
-$201K -3,234 Closed
CST
2957
Charles Schwab Trust
Nevada
-$200K -3,225 Closed
EI
2958
Ellevest Inc
New York
-$197K -3,174 Closed
AWM
2959
Accel Wealth Management
Iowa
-$170K -2,735 Closed
SC
2960
Schubert & Co
Texas
-$157K -2,529 Closed
BA
2961
Bellwether Advisors
Nebraska
-$108K -1,736 Closed
OCM
2962
Orion Capital Management
California
-$93K -1,500 Closed
PCM
2963
Pointe Capital Management
Michigan
-$86.4K -1,393 Closed
HPG
2964
Harvest Portfolios Group
Ontario, Canada
-$78.2K -1,260 Closed
GCWM
2965
Graham Capital Wealth Management
District of Columbia
-$606K -977 Closed
AIC
2966
Ayalon Insurance Company
Israel
-$57K -810 Closed
LSV Asset Management
2967
LSV Asset Management
Illinois
-$50K -800 Closed
MWC
2968
MBM Wealth Consultants
Missouri
-$34K -730 Closed
SSC
2969
Syverson Strege & Co
Iowa
-$43.3K -697 Closed
GFWA
2970
Grey Fox Wealth Advisors
Delaware
-$41.7K -667 Closed
ORAM
2971
One River Asset Management
Connecticut
-$30.7K -496 Closed
KM
2972
Kalos Management
Georgia
-$23K -370 Closed
DCM
2973
Dupont Capital Management
Delaware
-$21.5K -346 Closed
JIR
2974
James Investment Research
Ohio
-$21K -334 Closed
MUMSS
2975
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$8K -122 Closed