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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 %
ODIJL
1976
One Day In July LLC
Vermont
$567K -$199K -3,300 -26%
PMA
1977
Prudent Man Advisors
Illinois
$567K -$9.81K -163 -2%
FS
1978
Ferguson Shapiro
Georgia
$564K +$28.5K +473 +5%
AIA
1979
Alera Investment Advisors
Illinois
$564K +$20.8K +346 +4%
9WM
1980
9258 Wealth Management
Ohio
$563K -$48.5K -805 -8%
FBA
1981
Front Barnett Associates
Illinois
$563K
SWM
1982
Stockman Wealth Management
Montana
$563K -$6.08K -101 -1%
FMP
1983
Financial Management Professionals
Texas
$562K +$31.5K +522 +6%
CRI
1984
Colonial River Investments
Virginia
$561K -$62.3K -1,035 -10%
AIP
1985
Almanack Investment Partners
Pennsylvania
$561K -$1.51K -25 -0.3%
JWM
1986
Jeppson Wealth Management
California
$559K -$24.4K -405 -4%
MYIA
1987
Mount Yale Investment Advisors
Colorado
$558K -$1.14K -19 -0.2%
IAP
1988
Indie Asset Partners
Indiana
$558K +$3.01K +50 +0.5%
KWMG
1989
King Wealth Management Group
Florida
$558K +$963 +16 +0.2%
KFA
1990
Kelleher Financial Advisors
New York
$556K +$120K +2,000 +28%
RFS
1991
Retirement Financial Solutions
Tennessee
$556K -$5.72K -95 -1%
SC
1992
Searle & Co
Connecticut
$556K
BCPWM
1993
Bradley & Co Private Wealth Management
Florida
$555K
NME
1994
Notis-McConarty Edward
$554K
DA
1995
Detalus Advisors
Missouri
$554K -$19.3K -320 -3%
SLG
1996
Stanley-Laman Group
Pennsylvania
$552K +$301 +5 +0.1%
ABLA
1997
Alan B. Lancz & Associates
Ohio
$551K
HAC
1998
Harbor Advisory Corp
New Hampshire
$550K +$18.4K +306 +3%
MC
1999
Middleton & Co
Massachusetts
$546K -$60.2K -1,000 -10%
CCWM
2000
Cassaday & Co Wealth Management
Virginia
$545K -$66.5K -1,105 -11%