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Coca-Cola

2,475 hedge funds and large institutions have $153B invested in Coca-Cola in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 989 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
43.58%
Holding in Top 10
77
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.3%
% of All Funds
1.36%
New
157
Increased
993
Reduced
989
Closed
119
Calls
$1.55B
Puts
$1.31B
Net Calls
+$237M
Net Calls Change
+$993M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
2001
Hendershot Investments
Virginia
$350K
LA
2002
LVW Advisors
New York
$350K +$14.4K +272 +4%
EIP
2003
Ellis Investment Partners
Pennsylvania
$349K -$10.4K -197 -3%
AWA
2004
Alta Wealth Advisors
Massachusetts
$349K -$4.33K -82 -1%
SAM
2005
Security Asset Management
New York
$349K +$105K +2,000 +43%
KL
2006
KWMG LLC
Kansas
$348K -$579 -11 -0.2%
SA
2007
SRH Advisors
Kansas
$348K
RW
2008
Rede Wealth
Virginia
$348K +$26.3K +500 +8%
FPCM
2009
Financial Partners Capital Management
New York
$348K
NPF
2010
Norris Perne & French
Michigan
$347K -$76K -1,442 -18%
IMOV
2011
Investment Management of Virginia
Virginia
$347K +$5.28K +100 +2%
TAM
2012
Trillium Asset Management
Massachusetts
$346K -$31.6K -600 -8%
KA
2013
Klingman & Associates
New York
$345K +$114K +2,163 +49%
TVAMP
2014
Tennessee Valley Asset Management Partners
Tennessee
$344K -$9.92K -188 -3%
GIP
2015
Granite Investment Partners
California
$344K
CC
2016
Cornerstone Capital
California
$343K -$21.1K -400 -6%
SCM
2017
Sterneck Capital Management
Missouri
$343K
ACM
2018
Alethea Capital Management
Washington
$343K
MIC
2019
Meridian Investment Counsel
California
$342K
6F
2020
626 Financial
Michigan
$342K +$342K +5,512 New
FVWA
2021
Foster Victor Wealth Advisors
South Carolina
$341K +$29.2K +549 +9%
MKC
2022
M. Kraus & Co
Vermont
$340K -$1.63K -31 -0.5%
DDPIC
2023
Deroy & Devereaux Private Investment Counsel
Michigan
$340K
MSS
2024
Mitchell Sinkler & Starr
Pennsylvania
$339K +$58.9K +1,115 +21%
CWM
2025
Cahaba Wealth Management
Georgia
$338K -$137K -2,610 -29%