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 %
BT
1876
Brandywine Trust
Delaware
$643K
MIA
1877
MainStreet Investment Advisors
Illinois
$642K -$46.8K -777 -7%
SIG
1878
Spinnaker Investment Group
California
$642K +$60 +1 +0%
CL
1879
COWA LLC
Oklahoma
$642K +$723 +12 +0.1%
VAM
1880
Verity Asset Management
North Carolina
$640K -$12.4K -206 -2%
CT
1881
Coastline Trust
Rhode Island
$638K -$640K -10,635 -50%
CPC
1882
Congress Park Capital
New York
$635K -$16.6K -275 -3%
IWP
1883
Icon Wealth Partners
Texas
$634K -$4.16K -69 -0.7%
MSE
1884
MUFG Securities EMEA
United Kingdom
$634K -$28.3K -470 -4%
CWM
1885
Circle Wealth Management
New Jersey
$633K +$1.08K +18 +0.2%
CIA
1886
Cladis Investment Advisory
Montana
$632K +$60 +1 +0%
V
1887
ViaWealth
Kansas
$632K +$723 +12 +0.1%
HA
1888
HC Advisors
Georgia
$631K +$1.02K +17 +0.2%
TRIA
1889
Trail Ridge Investment Advisors
Colorado
$630K -$34K -565 -5%
RSWM
1890
Robertson Stephens Wealth Management
California
$629K -$49.8K -821 -7%
FCM
1891
Fourpath Capital Management
Oklahoma
$628K -$5.18K -86 -0.8%
1IA
1892
1834 Investment Advisors
Wisconsin
$627K -$62K -1,030 -9%
HFM
1893
Hartford Financial Management
Connecticut
$626K
NP
1894
Ninepoint Partners
Ontario, Canada
$626K
AWM
1895
Angeles Wealth Management
California
$625K +$2.17K +36 +0.3%
FMTC
1896
Farmers & Merchants Trust Company
California
$624K +$130K +2,161 +26%
RMCM
1897
Reynders McVeigh Capital Management
Massachusetts
$624K +$9.51K +158 +2%
PWP
1898
Phillips Wealth Planners
Mississippi
$624K +$39.5K +656 +7%
LNWTC
1899
Laird Norton Wetherby Trust Company
Washington
$624K
AIM
1900
Aspen Investment Management
Michigan
$622K