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Coca-Cola

2,489 hedge funds and large institutions have $157B invested in Coca-Cola in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,022 increasing their positions, 993 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,489
Holders Change
+14
Holders Change %
+0.57%
% of All Funds
43.45%
Holding in Top 10
66
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.29%
% of All Funds
1.15%
New
138
Increased
1,022
Reduced
993
Closed
94
Calls
$1.51B
Puts
$1.29B
Net Calls
+$212M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2001
Sovereign Financial Group
Connecticut
$365K
TWM
2002
Tradition Wealth Management
Minnesota
$365K +$257K +4,743 +237%
CGFA
2003
Colton Groome Financial Advisors
North Carolina
$365K +$365K +6,749 New
SWP
2004
Summit Wealth Partners
Florida
$365K +$22.3K +413 +7%
BIAS
2005
Beacon Investment Advisory Services
New Jersey
$364K -$15.8K -292 -4%
HPIA
2006
Hamilton Point Investment Advisors
North Carolina
$364K
QAM
2007
QCI Asset Management
New York
$363K -$8.88K -164 -2%
OAM
2008
Oak Asset Management
California
$362K +$362K +6,683 New
ACP
2009
Aviance Capital Partners
Florida
$361K +$54 +1 +0%
FSA
2010
Fort Sheridan Advisors
Illinois
$361K +$28.4K +525 +9%
SAM
2011
Security Asset Management
New York
$359K
HI
2012
Hendershot Investments
Virginia
$359K
BCM
2013
Becker Capital Management
Oregon
$359K +$102K +1,887 +40%
SA
2014
SRH Advisors
Kansas
$358K +$596 +11 +0.2%
FPCM
2015
Financial Partners Capital Management
New York
$357K
RW
2016
Rede Wealth
Virginia
$357K
SSWG
2017
Seven Springs Wealth Group
Tennessee
$356K +$54.2K +1,000 +18%
PP
2018
Professional Planning
California
$355K +$49.1K +909 +16%
CCM
2019
Chiron Capital Management
Florida
$354K -$86.3K -1,595 -20%
ML
2020
McAdam LLC
Pennsylvania
$354K +$32.5K +570 +10%
KL
2021
KWMG LLC
Kansas
$353K -$4.76K -88 -1%
GIP
2022
Granite Investment Partners
California
$353K
MA
2023
MCF Advisors
Kentucky
$353K +$148K +2,740 +73%
ACM
2024
Alethea Capital Management
Washington
$352K -$108 -2 -0%
CC
2025
Cornerstone Capital
California
$352K