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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 %
DA
1951
Detalus Advisors
Missouri
$590K
WHCI
1952
W.H. Cornerstone Investments
Massachusetts
$590K -$3.1K -50 -0.5%
FNA
1953
First National Advisers
Nebraska
$588K +$27.5K +444 +5%
ARMT
1954
Amica Retiree Medical Trust
Rhode Island
$586K +$111K +1,796 +23%
SWM
1955
Stockman Wealth Management
Montana
$586K +$4.47K +72 +0.8%
AWAG
1956
ARS Wealth Advisors Group
Florida
$585K +$94K +1,515 +19%
WF
1957
Warner Financial
Maryland
$583K +$583K +9,407 New
RIA
1958
Richwood Investment Advisors
Ohio
$582K +$9.24K +149 +2%
IFS
1959
Ifrah Financial Services
Arkansas
$580K -$6.02K -97 -1%
FBA
1960
Front Barnett Associates
Illinois
$580K
AIP
1961
Almanack Investment Partners
Pennsylvania
$579K
WF
1962
Wayfinding Financial
Washington
$579K +$183K +2,935 +46%
RFS
1963
Retirement Financial Solutions
Tennessee
$579K +$57.9K +934 +11%
DFG
1964
Delta Financial Group
New Jersey
$578K -$20.3K -327 -3%
AT
1965
Arvest Trust
Oklahoma
$577K -$5.83K -94 -1%
MYIA
1966
Mount Yale Investment Advisors
Colorado
$576K -$507K -8,178 -47%
KLWA
1967
Kelly Lawrence W & Associates
California
$576K +$152K +2,453 +36%
SC
1968
Searle & Co
Connecticut
$576K -$6.42K -100 -1%
FWP
1969
Firethorn Wealth Partners
Georgia
$574K -$18.1K -281 -3%
KWMG
1970
King Wealth Management Group
Florida
$574K
CWAG
1971
Compton Wealth Advisory Group
Virginia
$573K -$594K -9,574 -51%
BCPWM
1972
Bradley & Co Private Wealth Management
Florida
$572K
IAP
1973
Indie Asset Partners
Indiana
$572K
NME
1974
Notis-McConarty Edward
$571K
MCCP
1975
Mission Creek Capital Partners
California
$570K +$1.3K +21 +0.2%