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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 %
GFA
1801
Gallagher Fiduciary Advisors
Illinois
$675K -$36.6K -653 -5%
DFG
1802
Delta Financial Group
New Jersey
$675K +$675K +12,049 New
WFG
1803
Wills Financial Group
Virginia
$675K -$66.5K -1,187 -9%
WAM
1804
Weinberger Asset Management
California
$673K +$15K +268 +2%
OHIS
1805
Oak Harvest Investment Services
Texas
$672K -$73.3K -1,309 -10%
SFG
1806
Sovereign Financial Group
Connecticut
$671K +$45K +803 +7%
JC
1807
JB Capital
Connecticut
$670K +$168 +3 +0%
CAWM
1808
Capital Advisors Wealth Management
Washington
$670K +$9.46K +169 +1%
SIA
1809
Sit Investment Associates
Minnesota
$669K
AWAU
1810
Alliance Wealth Advisors (Utah)
Utah
$666K +$3.14K +56 +0.5%
AFT
1811
Alpha Family Trust
California
$666K +$315K +5,635 +90%
CCP
1812
Cassia Capital Partners
North Carolina
$664K +$11K +196 +2%
WA
1813
Wealth Alliance
New York
$661K +$13K +233 +2%
QPWM
1814
Quadrant Private Wealth Management
Pennsylvania
$661K -$57.7K -1,023 -8%
HI
1815
Hendershot Investments
Virginia
$661K
RWPA
1816
Richard W. Paul & Associates
Michigan
$660K +$952 +17 +0.1%
RIS
1817
Retirement Income Solutions
Michigan
$659K
MUMSS
1818
Mitsubishi UFJ Morgan Stanley Securities
Japan
$659K +$659K +11,769 New
LMKC
1819
L.M. Kohn & Company
Ohio
$651K +$280 +5 +0%
ZF
1820
Zhang Financial
Michigan
$646K +$100K +1,792 +18%
PIMG
1821
Patriot Investment Management Group
Tennessee
$645K -$48K -858 -7%
KJWM
1822
Kiley Juergens Wealth Management
Washington
$643K +$9.74K +174 +2%
C
1823
Certuity
Florida
$642K +$137K +2,448 +27%
ARMT
1824
Amica Retiree Medical Trust
Rhode Island
$641K +$144K +2,566 +29%
MP
1825
McDonald Partners
Ohio
$640K -$44.4K -794 -6%