KO icon

Coca-Cola

2,813 hedge funds and large institutions have $171B invested in Coca-Cola in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,212 increasing their positions, 1,116 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,813
Holders Change
-53
Holders Change %
-1.85%
% of All Funds
44.85%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.13%
New
139
Increased
1,212
Reduced
1,116
Closed
158
Calls
$1.75B
Puts
$1.83B
Net Calls
-$79.7M
Net Calls Change
-$396M
Name Holding Trade Value Shares
Change
Shares
Change %
WAC
1751
William Allan Corp
Colorado
$735K +$9.29K +166 +1%
SWM
1752
Sculati Wealth Management
Michigan
$734K -$274K -4,896 -27%
TAM
1753
Tucker Asset Management
Colorado
$733K +$226K +4,041 +45%
LWAM
1754
Legacy Wealth Asset Management
Minnesota
$731K +$8.51K +152 +1%
CFS
1755
Commonwealth Financial Services
West Virginia
$731K +$731K +13,057 New
CCA
1756
Childress Capital Advisors
Texas
$731K +$731K +13,373 New
RFA
1757
Register Financial Advisors
Georgia
$729K +$3.14K +56 +0.4%
AFP
1758
Ausdal Financial Partners
Iowa
$726K +$1.57K +28 +0.2%
PFM
1759
Premier Fund Managers
United Kingdom
$725K
SLT
1760
St Louis Trust
Missouri
$724K
PHIC
1761
Pine Haven Investment Counsel
Massachusetts
$723K +$280 +5 +0%
FAM
1762
Formidable Asset Management
Ohio
$722K -$8.79K -157 -1%
CFS
1763
CRA Financial Services
New Jersey
$721K +$14K +250 +2%
MIP
1764
Marietta Investment Partners
Wisconsin
$721K -$15.1K -270 -2%
FNBTCON
1765
First National Bank & Trust Co of Newtown
Pennsylvania
$716K -$10.4K -185 -1%
GDP
1766
Great Diamond Partners
Maine
$714K +$44.4K +794 +7%
CPWM
1767
Cypress Point Wealth Management
Texas
$713K +$4.76K +85 +0.7%
ES
1768
Eagle Strategies
New York
$713K +$5.15K +92 +0.7%
CFG
1769
Cooper Financial Group
California
$711K +$155K +2,773 +28%
EIM
1770
Essex Investment Management
Massachusetts
$710K -$672 -12 -0.1%
BFA
1771
Buttonwood Financial Advisors
Maryland
$710K -$41.3K -738 -5%
BCM
1772
BluePath Capital Management
Georgia
$710K +$710K +12,675 New
IGWM
1773
ICA Group Wealth Management
Colorado
$708K +$29.3K +524 +4%
WFM
1774
Wolff Financial Management
Michigan
$707K +$707K +12,627 New
PIP
1775
Peachtree Investment Partners
Florida
$706K +$2.13K +38 +0.3%