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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 %
AWP
1901
Abacus Wealth Partners
California
$625K +$625K +9,759 New
PWP
1902
Phillips Wealth Planners
Mississippi
$624K +$69.6K +1,083 +13%
LCM
1903
Linker Capital Management
Kentucky
$624K
TAM
1904
Townsend Asset Management
North Carolina
$624K -$3.72M -59,950 -86%
TL
1905
Tradewinds LLC
North Carolina
$624K +$624K +10,058 New
AIA
1906
Angeles Investment Advisors
California
$623K +$623K +10,048 New
WIC
1907
Wilkins Investment Counsel
Massachusetts
$623K -$3.1K -50 -0.5%
WI
1908
WrapManager Inc
California
$622K +$254K +4,096 +69%
JWWM
1909
Johnson & White Wealth Management
Pennsylvania
$621K +$621K +10,007 New
RVM
1910
Robinson Value Management
Texas
$620K
MFWP
1911
Mosaic Family Wealth Partners
Missouri
$619K +$558 +9 +0.1%
FHC
1912
First Heartland Consultants
Missouri
$619K -$8.19K -132 -1%
SPWM
1913
Schrum Private Wealth Management
Florida
$618K
AI
1914
Accredited Investors
Minnesota
$617K +$992 +16 +0.2%
VCM
1915
Vivaldi Capital Management
Illinois
$616K +$1.18K +19 +0.2%
DWM
1916
Drive Wealth Management
Utah
$613K +$36.1K +578 +6%
SHWM
1917
Silicon Hills Wealth Management
Texas
$612K
HTHT
1918
Hemenway Trust Hemenway Trust
New Hampshire
$611K -$96.1K -1,550 -14%
CFA
1919
Compass Financial Advisors
Indiana
$611K +$6.02K +97 +1%
CCG
1920
Coastwise Capital Group
California
$611K +$57.9K +933 +10%
BWA
1921
Bordeaux Wealth Advisors
California
$611K +$12.1K +195 +2%
GHAM
1922
Gilman Hill Asset Management
Connecticut
$610K -$6.2K -100 -1%
AWAP
1923
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$610K -$8.93K -144 -1%
SS
1924
Sunbelt Securities
Texas
$610K +$46.7K +755 +8%
AA
1925
Alta Advisers
United Kingdom
$608K