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 %
ANBT
1751
American National Bank & Trust
Texas
$768K +$197K +3,179 +35%
PH
1752
Pinnacle Holdings
Oklahoma
$768K +$8.19K +132 +1%
HC
1753
Hamilton Capital
Ohio
$767K -$32K -516 -4%
MIM
1754
Morningstar Investment Management
Illinois
$765K
MP
1755
McDonald Partners
Ohio
$765K -$58.9K -950 -7%
CFS
1756
CRA Financial Services
New Jersey
$763K -$1.61K -26 -0.2%
FPWM
1757
FSB Premier Wealth Management
Iowa
$763K +$161K +2,601 +27%
AIM
1758
Alhambra Investment Management
Florida
$762K
KMWM
1759
Keudell/Morrison Wealth Management
Oregon
$762K +$118K +1,899 +18%
SAM
1760
Sandbar Asset Management
United Kingdom
$758K +$758K +12,215 New
SCI
1761
S&CO Inc
Massachusetts
$755K
JSW
1762
Journey Strategic Wealth
New Jersey
$752K +$57.4K +926 +8%
SFG
1763
SevenBridge Financial Group
Pennsylvania
$748K
PIMG
1764
Patriot Investment Management Group
Tennessee
$744K
DAC
1765
Dividend Assets Capital
South Carolina
$743K
PCA
1766
Pallas Capital Advisors
Massachusetts
$741K +$741K +11,594 New
SIA
1767
Sit Investment Associates
Minnesota
$741K
JC
1768
JB Capital
Connecticut
$741K -$6.64K -107 -0.9%
TW
1769
TrinityPoint Wealth
Connecticut
$740K +$12.7K +205 +2%
GDP
1770
Great Diamond Partners
Maine
$736K +$11.7K +188 +2%
OWM
1771
OneAscent Wealth Management
Alabama
$736K +$159K +2,546 +28%
STA
1772
Summit Trail Advisors
New York
$735K +$68.8K +1,103 +10%
ZF
1773
Zhang Financial
Michigan
$734K +$56.3K +908 +8%
HI
1774
Hendershot Investments
Virginia
$732K -$121K -1,944 -14%
DWMS
1775
Dominguez Wealth Management Solutions
Virginia
$732K -$1.18K -19 -0.2%