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 %
RVM
1926
Robinson Value Management
Texas
$602K
BWA
1927
Bordeaux Wealth Advisors
California
$601K +$8.37K +139 +1%
MFWP
1928
Mosaic Family Wealth Partners
Missouri
$600K -$482 -8 -0.1%
SPWM
1929
Schrum Private Wealth Management
Florida
$600K +$60 +1 +0%
CCFCSB
1930
Cape Cod Five Cents Savings Bank
Massachusetts
$599K -$8.97K -149 -1%
AI
1931
AXS Investments
New York
$599K -$83.5K -1,386 -12%
MCM
1932
Maple Capital Management
Vermont
$599K -$48.1K -798 -7%
MS
1933
Maven Securities
Jersey
$599K +$599K +9,943 New
CFG
1934
Cooper Financial Group
California
$598K +$52.6K +873 +10%
CWS
1935
Cypress Wealth Services
California
$598K +$72.8K +1,197 +14%
WA1
1936
Wimmer Associates 1
California
$597K
HWA
1937
HCR Wealth Advisors
California
$596K -$13.9K -230 -2%
SHWM
1938
Silicon Hills Wealth Management
Texas
$594K
FNBOMD
1939
First National Bank of Mount Dora
Florida
$594K -$13.9K -230 -2%
MW
1940
MBL Wealth
North Carolina
$593K +$170K +2,818 +40%
GHAM
1941
Gilman Hill Asset Management
Connecticut
$593K
AWAP
1942
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K
SN
1943
Sittner & Nelson
Oregon
$592K +$2.59K +43 +0.4%
WI
1944
WrapManager Inc
California
$590K -$14K -233 -2%
AA
1945
Alta Advisers
United Kingdom
$590K
WIC
1946
Wilkins Investment Counsel
Massachusetts
$590K -$15.1K -250 -2%
AWP
1947
Abacus Wealth Partners
California
$589K +$1.69K +28 +0.3%
IA
1948
IFG Advisors
Missouri
$589K
TFO
1949
Tarbox Family Office
California
$588K
VCM
1950
Vivaldi Capital Management
Illinois
$588K -$9.94K -165 -2%