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 %
NP
1601
NorthRock Partners
Minnesota
$984K -$84.2K -1,398 -8%
FDS
1602
First Dallas Securities
Texas
$983K -$19K -316 -2%
TCM
1603
Telos Capital Management
California
$983K -$167K -2,770 -15%
MCM
1604
MV Capital Management
Maryland
$981K -$14.6K -243 -1%
FBB
1605
Fulton Breakefield Broenniman
Maryland
$979K -$31.4K -522 -3%
MCM
1606
Marathon Capital Management
Maryland
$979K -$3.01K -50 -0.3%
BONH
1607
Bank of New Hampshire
New Hampshire
$978K +$1.14K +19 +0.1%
FDS
1608
Freedom Day Solutions
Texas
$978K -$67.9K -1,127 -6%
SMA
1609
Sage Mountain Advisors
Georgia
$978K +$141K +2,334 +17%
WSC
1610
Wellington Shields & Co
New York
$974K +$12K +200 +1%
BEI
1611
Benjamin Edwards Inc
Missouri
$972K -$9.46K -157 -1%
PWSG
1612
Pacific Wealth Strategies Group
California
$968K +$16.6K +275 +2%
PFBT
1613
Parkside Financial Bank & Trust
Missouri
$966K +$273K +4,539 +39%
PI
1614
PFG Investments
New York
$966K +$40.8K +677 +4%
BCA
1615
Bray Capital Advisors
Florida
$965K -$18.1K -300 -2%
IPW
1616
Invictus Private Wealth
Colorado
$965K -$60.6K -1,007 -6%
HC
1617
Hendley & Co
Ohio
$964K -$6.03K -100 -0.6%
JAG
1618
Journey Advisory Group
Kentucky
$964K +$301 +5 +0%
OPW
1619
Oxler Private Wealth
New York
$962K +$7.05K +117 +0.7%
BIP
1620
Blueprint Investment Partners
North Carolina
$960K +$297K +4,929 +45%
LIM
1621
Lathrop Investment Management
Arkansas
$958K
WP
1622
WealthSource Partners
California
$958K -$14.2K -236 -1%
JFA
1623
JNBA Financial Advisors
Minnesota
$954K -$50.3K -835 -5%
FHB
1624
First Hawaiian Bank
Hawaii
$953K -$62K -1,029 -6%
MAG
1625
Mayfair Advisory Group
Alabama
$953K +$120 +2 +0%