KO icon

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 %
LWMM
1976
Legacy Wealth Management (Mississippi)
Mississippi
$528K -$282K -4,490 -35%
1WA
1977
180 Wealth Advisors
Washington
$528K -$2.38K -37 -0.4%
MC
1978
Montag & Caldwell
Georgia
$527K -$99.3K -1,577 -16%
SS
1979
Sunbelt Securities
Texas
$527K -$24.8K -394 -4%
PCMC
1980
Paragon Capital Management (Colorado)
Colorado
$527K
PWM
1981
Paulson Wealth Management
Illinois
$527K +$17.1K +272 +3%
ECM
1982
Elgethun Capital Management
South Dakota
$526K +$2.29K +37 +0.4%
AA
1983
Addison Advisors
Vermont
$525K -$14.4K -229 -3%
YC
1984
Yarbrough Capital
Tennessee
$522K
SWA
1985
SOA Wealth Advisors
New York
$521K +$816 +13 +0.2%
BG
1986
Benedetti & Gucer
Georgia
$521K +$35.2K +558 +7%
DF
1987
Donoghue Forlines
Massachusetts
$520K -$1.35M -21,400 -72%
CCG
1988
Coastwise Capital Group
California
$520K -$123K -1,952 -19%
RCA
1989
Ranch Capital Advisors
Florida
$520K +$1.13K +18 +0.2%
GM
1990
GeoWealth Management
Illinois
$520K +$520K +8,257 New
BCM
1991
Bienville Capital Management
New York
$519K
3F
1992
360 Financial
Minnesota
$517K +$123 +2 +0%
PCP
1993
Proficio Capital Partners
Massachusetts
$517K +$45.1K +717 +10%
SFG
1994
Sovereign Financial Group
Connecticut
$516K +$31.2K +496 +6%
MTIC
1995
Missouri Trust & Investment Company
Missouri
$514K -$8.17K -130 -2%
TSWM
1996
Tyler-Stone Wealth Management
Ohio
$513K +$10.7K +170 +2%
XSC
1997
X-Square Capital
Puerto Rico
$513K +$18.7K +297 +4%
GAM
1998
Gould Asset Management
California
$513K +$74.8K +1,190 +17%
RDWM
1999
Red Door Wealth Management
Tennessee
$513K +$76.9K +1,223 +18%
COCM
2000
Charter Oak Capital Management
New Hampshire
$512K -$21.5K -342 -4%