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Coca-Cola

2,762 hedge funds and large institutions have $189B invested in Coca-Cola in 2022 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 1,185 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,762
Holders Change
+9
Holders Change %
+0.33%
% of All Funds
46.7%
Holding in Top 10
141
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+54.95%
% of All Funds
2.38%
New
149
Increased
1,185
Reduced
1,065
Closed
100
Calls
$2.12B
Puts
$1.89B
Net Calls
+$227M
Net Calls Change
-$244M
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
1926
Zhang Financial
Michigan
$578K +$132K +2,101 +30%
GLLW
1927
Graves Light Lenhart Wealth
Virginia
$576K +$63 +1 +0%
SWM
1928
Stockman Wealth Management
Montana
$573K -$4.22K -67 -0.7%
CWM
1929
Circle Wealth Management
New Jersey
$573K +$566 +9 +0.1%
WA
1930
Wealth Architects
California
$572K -$11.6K -184 -2%
FUBT
1931
First United Bank & Trust
Maryland
$572K +$259K +4,112 +82%
DA
1932
Detalus Advisors
Missouri
$571K -$167K -2,660 -23%
SC
1933
Searle & Co
Connecticut
$571K
GTAM
1934
Global Trust Asset Management
Florida
$571K +$126K +1,997 +28%
CL
1935
COWA LLC
Oklahoma
$570K +$692 +11 +0.1%
TAIM
1936
TD Ameritrade Investment Management
Nebraska
$567K -$314K -4,992 -36%
KFI
1937
Key Financial Inc
Pennsylvania
$565K +$11.5K +179 +2%
VT
1938
Vise Technologies
New York
$565K +$283K +4,504 +100%
CWC
1939
Carolinas Wealth Consulting
North Carolina
$561K +$446K +32,358 +390%
MA
1940
MCF Advisors
Kentucky
$560K +$37.5K +594 +7%
AWM
1941
Accurate Wealth Management
Florida
$559K -$1.46M -23,282 -72%
WAM
1942
WNY Asset Management
New York
$559K -$5.95K -94 -1%
EWM
1943
Evermay Wealth Management
Virginia
$557K -$9.5K -150 -2%
OIM
1944
Oder Investment Management
California
$554K -$94.7K -1,506 -15%
CHA
1945
Carmichael Hill & Associates
Maryland
$554K -$61.1K -972 -10%
MWA
1946
Monograph Wealth Advisors
California
$554K -$15.3K -241 -3%
MCM
1947
Maryland Capital Management
Maryland
$553K -$41.7K -662 -7%
BA
1948
Bristlecone Advisors
Washington
$552K -$3.15K -50 -0.6%
MWM
1949
Minot Wealth Management
Massachusetts
$552K +$9.63K +153 +2%
SPWG
1950
Sage Private Wealth Group
Illinois
$551K -$33.2K -528 -6%