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Coca-Cola

2,468 hedge funds and large institutions have $154B invested in Coca-Cola in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,098 increasing their positions, 912 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-21
Holders Change %
-0.84%
% of All Funds
43.34%
Holding in Top 10
63
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.55%
% of All Funds
1.11%
New
109
Increased
1,098
Reduced
912
Closed
94
Calls
$1.55B
Puts
$1.36B
Net Calls
+$185M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCM
2001
Financial Partners Capital Management
New York
$346K
TNA
2002
True North Advisors
Texas
$346K -$225K -4,290 -39%
FSA
2003
Fort Sheridan Advisors
Illinois
$346K -$4.41K -84 -1%
FWM
2004
FSA Wealth Management
Massachusetts
$346K +$72.4K +1,378 +26%
SSWG
2005
Seven Springs Wealth Group
Tennessee
$345K
CCM
2006
Chiron Capital Management
Florida
$344K +$1.21K +23 +0.4%
KL
2007
KWMG LLC
Kansas
$344K +$1.84K +35 +0.5%
GIP
2008
Granite Investment Partners
California
$343K
CG
2009
Corundum Group
Colorado
$343K +$27.6K +526 +9%
AAS
2010
Annex Advisory Services
Wisconsin
$342K -$16.2K -309 -5%
PA
2011
Probity Advisors
Texas
$341K -$59.9K -1,143 -15%
AIL
2012
AGF Investments LLC
Ontario, Canada
$341K -$25.1K -478 -7%
SCM
2013
Sterneck Capital Management
Missouri
$341K
MIC
2014
Meridian Investment Counsel
California
$341K
SFG
2015
Sovereign Financial Group
Connecticut
$340K -$23.1K -440 -6%
TC
2016
Tatro Capital
Kentucky
$339K +$4.31K +82 +1%
FFG
2017
Frisch Financial Group
New York
$338K -$18.3K -349 -5%
DDPIC
2018
Deroy & Devereaux Private Investment Counsel
Michigan
$338K
1WM
2019
1900 Wealth Management
Texas
$338K +$9.82K +187 +3%
MSS
2020
Mitchell Sinkler & Starr
Pennsylvania
$337K
CYG
2021
Clean Yield Group
Vermont
$336K +$59.4K +1,133 +21%
BBHBI
2022
B, B, H, & B Inc
Alabama
$335K +$52 +1 +0%
MKC
2023
M. Kraus & Co
Vermont
$335K +$2.1K +40 +0.6%
C
2024
Certuity
Florida
$335K +$2.36K +45 +0.7%
FIM
2025
Fernwood Investment Management
Massachusetts
$335K +$26.8K +511 +9%