KO icon

Coca-Cola

2,475 hedge funds and large institutions have $153B invested in Coca-Cola in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 989 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
43.58%
Holding in Top 10
77
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.3%
% of All Funds
1.36%
New
157
Increased
993
Reduced
989
Closed
119
Calls
$1.55B
Puts
$1.31B
Net Calls
+$237M
Net Calls Change
+$993M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1351
Beaumont Financial Advisors
Massachusetts
$1.14M -$160K -3,030 -12%
AWE
1352
Avidian Wealth Enterprises
Texas
$1.13M -$128K -2,428 -10%
CAAS
1353
Capital Asset Advisory Services
Michigan
$1.13M -$572K -10,767 -34%
BCMO
1354
Buckingham Capital Management (Ohio)
Ohio
$1.13M +$51.4K +975 +5%
TPWA
1355
TRUE Private Wealth Advisors
Oregon
$1.13M -$170K -3,203 -13%
OPTFSNA
1356
Old Point Trust & Financial Services N A
Virginia
$1.13M -$2.64K -50 -0.2%
HWA
1357
Heritage Wealth Advisors
Virginia
$1.13M -$19.1K -363 -2%
TA
1358
TFG Advisers
Michigan
$1.13M -$35.5K -673 -3%
OFG
1359
OmniStar Financial Group
North Carolina
$1.13M -$152K -2,884 -12%
NSAM
1360
North Star Asset Management
Wisconsin
$1.13M -$78.2K -1,485 -7%
BOPW
1361
Brandywine Oak Private Wealth
Pennsylvania
$1.12M -$28.1K -533 -2%
WBC
1362
West Branch Capital
Massachusetts
$1.12M -$60K -1,137 -5%
SAM
1363
Summit Asset Management
Tennessee
$1.11M +$19.2K +365 +2%
LT
1364
Lindsell Train
United Kingdom
$1.11M
VHAM
1365
Van Hulzen Asset Management
California
$1.11M -$240K -4,558 -18%
MW
1366
Marcum Wealth
Ohio
$1.1M +$671K +12,731 +155%
FFBTD
1367
First Financial Bank - Trust Division
Ohio
$1.1M +$262K +4,975 +31%
HIM
1368
HawsGoodwin Investment Management
Tennessee
$1.1M -$144K -2,741 -12%
WGAM
1369
Wilkinson Global Asset Management
New York
$1.09M +$1.09M +20,700 New
FBT
1370
First Bank & Trust
South Dakota
$1.09M -$176K -3,341 -14%
GLA
1371
Good Life Advisors
Pennsylvania
$1.08M -$20K -379 -2%
CWMU
1372
Caliber Wealth Management (Utah)
Utah
$1.08M +$31.3K +593 +3%
LKIM
1373
Lawson Kroeker Investment Management
Nebraska
$1.07M -$3.43K -65 -0.3%
MWM
1374
Meridian Wealth Management
Kentucky
$1.07M -$24.2K -458 -2%
PWPS
1375
Pinnacle Wealth Planning Services
Ohio
$1.07M +$156K +2,969 +17%