KO icon

Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
GAG
1676
GM Advisory Group
New York
$849K +$86.3K +1,392 +11%
GEA
1677
Glen Eagle Advisors
New Jersey
$848K -$29.5K -476 -3%
IIA
1678
IPG Investment Advisors
California
$848K +$848K +13,677 New
QPWM
1679
Quadrant Private Wealth Management
Pennsylvania
$848K -$25.1K -402 -3%
SW
1680
SkyOak Wealth
Michigan
$845K +$58.1K +937 +7%
PTB
1681
Pioneer Trust Bank
Oregon
$845K
AWM
1682
Adams Wealth Management
Utah
$842K +$88.8K +1,431 +12%
AC
1683
Allstate Corporation
Illinois
$842K -$10.3M -165,835 -92%
CAM
1684
Carret Asset Management
New York
$841K
WW
1685
Waterfront Wealth
Kansas
$841K +$29.8K +480 +4%
CWM
1686
Chemistry Wealth Management
New York
$839K -$66.1K -1,065 -7%
WEG
1687
World Equity Group
Illinois
$837K -$497K -8,462 -37%
BDFN
1688
Bond & Devick Financial Network
Minnesota
$834K +$24.8K +400 +3%
HPIA
1689
Hamilton Point Investment Advisors
North Carolina
$834K +$429K +6,871 +106%
KIG
1690
Kowal Investment Group
Wisconsin
$833K +$82.9K +1,337 +11%
WP
1691
WealthShield Partners
North Carolina
$833K +$49.8K +797 +6%
MFG
1692
Magnus Financial Group
New York
$833K +$41.6K +671 +5%
CBT
1693
Central Bank & Trust
Kentucky
$833K +$54.1K +873 +7%
AL
1694
Aspiriant LLC
California
$832K -$58K -935 -7%
BFA
1695
Buttonwood Financial Advisors
Maryland
$832K -$3.47K -56 -0.4%
CANC
1696
Culbertson A N & Co
Virginia
$829K +$1.86K +30 +0.2%
SWA
1697
Sutton Wealth Advisors
Florida
$829K -$529K -8,527 -39%
BFG
1698
Berger Financial Group
Minnesota
$829K -$744 -12 -0.1%
EA
1699
Emerald Advisors
Washington
$829K -$9.43K -152 -1%
WFG
1700
Wills Financial Group
Virginia
$828K