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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 %
DWM
1951
Drive Wealth Management
Utah
$588K -$7.71K -127 -1%
FHC
1952
First Heartland Consultants
Missouri
$588K -$12.9K -214 -2%
HTHT
1953
Hemenway Trust Hemenway Trust
New Hampshire
$587K -$6.02K -100 -1%
ZF
1954
Zhang Financial
Michigan
$587K -$126K -2,085 -18%
ICP
1955
Interchange Capital Partners
Pennsylvania
$587K +$13.2K +219 +2%
MCWS
1956
McKinley Carter Wealth Services
West Virginia
$586K -$183K -3,047 -24%
PWAM
1957
Pinnacle West Asset Management
Wyoming
$586K -$3.01K -50 -0.5%
RW
1958
Regimen Wealth
Georgia
$585K -$305K -5,057 -34%
CSI
1959
Cross Staff Investments
New York
$585K
CIA
1960
Cape Investment Advisory
Georgia
$584K +$55.8K +927 +11%
OAM
1961
Occidental Asset Management
California
$583K
MA
1962
MJP Associates
Connecticut
$580K -$9.82K -163 -2%
RWA
1963
River Wealth Advisors
Pennsylvania
$579K -$53K -880 -8%
ACP
1964
Aveo Capital Partners
Colorado
$578K +$71.3K +1,184 +14%
DMKJ
1965
David M. Knott Jr
$578K
SL
1966
Summitry LLC
California
$578K -$4.52K -75 -0.8%
Kovitz Investment Group Partners
1967
Kovitz Investment Group Partners
Illinois
$577K -$309K -5,127 -35%
GLLW
1968
Graves Light Lenhart Wealth
Virginia
$576K +$30K +498 +5%
RGF
1969
Retirement Guys Formula
Ohio
$576K +$26.4K +438 +5%
VCAM
1970
Van Cleef Asset Management
Ohio
$575K -$602 -10 -0.1%
RDWM
1971
Red Door Wealth Management
Tennessee
$574K +$37K +614 +7%
WDC
1972
Woodward Diversified Capital
California
$572K -$14.1K -234 -2%
QC
1973
Quent Capital
New York
$569K +$70.7K +1,174 +14%
AIA
1974
Angeles Investment Advisors
California
$569K -$36.4K -605 -6%
RIA
1975
Richwood Investment Advisors
Ohio
$568K +$2.83K +47 +0.5%