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Coca-Cola

2,725 hedge funds and large institutions have $169B invested in Coca-Cola in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,236 increasing their positions, 985 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,725
Holders Change
-37
Holders Change %
-1.34%
% of All Funds
47.12%
Holding in Top 10
115
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.44%
% of All Funds
1.99%
New
125
Increased
1,236
Reduced
985
Closed
124
Calls
$1.99B
Puts
$1.81B
Net Calls
+$175M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Shares
Change %
SNB
2001
Security National Bank
Nebraska
$473K +$50.6K +903 +12%
AO
2002
Advisor OS
Illinois
$472K -$4.54K -81 -1%
FMTC
2003
Farmers & Merchants Trust Company
California
$472K +$1.74K +31 +0.4%
WA
2004
Wambolt & Associates
Colorado
$472K +$16.5K +295 +4%
ACM
2005
Argent Capital Management
Missouri
$471K
SAM
2006
S.A. Mason
Michigan
$471K +$336 +6 +0.1%
LWMM
2007
Legacy Wealth Management (Mississippi)
Mississippi
$471K
SIG
2008
Sargent Investment Group
Maryland
$470K
AA
2009
Addison Advisors
Vermont
$470K +$3.36K +60 +0.7%
PCMC
2010
Paragon Capital Management (Colorado)
Colorado
$469K
TFO
2011
Tarbox Family Office
California
$468K -$149K -2,362 -24%
CWS
2012
Cypress Wealth Services
California
$468K -$2.07K -38 -0.4%
CWM
2013
Chesapeake Wealth Management
Virginia
$467K -$18.5K -330 -4%
CFG
2014
Cooper Financial Group
California
$467K +$22.7K +405 +5%
YC
2015
Yarbrough Capital
Tennessee
$465K
XSC
2016
X-Square Capital
Puerto Rico
$465K +$8.34K +149 +2%
HFP
2017
Holistic Financial Partners
Indiana
$465K +$12.8K +228 +3%
CG
2018
Corundum Group
Colorado
$465K +$28.2K +503 +6%
BCM
2019
Bienville Capital Management
New York
$463K
RCA
2020
Ranch Capital Advisors
Florida
$463K +$224 +4 +0%
PMFA
2021
Plante Moran Financial Advisors
Michigan
$462K -$26.7K -477 -5%
SFG
2022
Sovereign Financial Group
Connecticut
$462K +$2.24K +40 +0.5%
ICA
2023
Infrastructure Capital Advisors
New York
$460K +$460K +8,220 New
Jennison Associates
2024
Jennison Associates
New York
$459K -$1.6M -28,639 -78%
MTIC
2025
Missouri Trust & Investment Company
Missouri
$458K