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Coca-Cola

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
2001
Bristlecone Advisors
Washington
$556K
TT
2002
TI-Trust
Illinois
$555K
FAB
2003
First American Bank
Illinois
$554K
CWS
2004
Cypress Wealth Services
California
$552K +$6.23K +98 +1%
PI
2005
Pettee Investors
Connecticut
$552K +$113K +1,782 +26%
WAM
2006
WNY Asset Management
New York
$550K -$2.8K -44 -0.5%
AIA
2007
Alera Investment Advisors
Illinois
$550K -$46.4K -730 -8%
CFA
2008
CWS Financial Advisors
Michigan
$550K -$32.9K -624 -6%
BG
2009
Benedetti & Gucer
Georgia
$550K +$149K +2,344 +37%
BFA
2010
Beacon Financial Advisory
Ohio
$550K +$12.7K +200 +2%
RCA
2011
Ranch Capital Advisors
Florida
$549K +$23.7K +372 +5%
UWPG
2012
Ullmann Wealth Partners Group
Florida
$549K +$48.3K +759 +10%
FA
2013
Fagan Associates
New York
$548K
SFS
2014
Strategic Financial Services
New York
$548K -$6.36K -100 -1%
SIG
2015
Sargent Investment Group
Maryland
$548K +$5.09K +80 +0.9%
WIA
2016
Westbourne Investment Advisors
Maryland
$548K -$700 -11 -0.1%
FCM
2017
Firestone Capital Management
Florida
$547K
FOA
2018
Five Oceans Advisors
California
$547K -$30.9K -486 -5%
1WA
2019
180 Wealth Advisors
Washington
$546K +$14.5K +238 +3%
RGF
2020
Retirement Guys Formula
Ohio
$546K +$74.6K +1,172 +16%
MWM
2021
Mattern Wealth Management
Kansas
$543K
ECM
2022
Elgethun Capital Management
South Dakota
$542K +$4.87K +78 +0.9%
TB
2023
Terril Brothers
Missouri
$541K +$47.3K +743 +10%
RRA
2024
Round Rock Advisors
Connecticut
$540K -$58.2K -915 -10%
FMTC
2025
Farmers & Merchants Trust Company
California
$538K +$1.91K +30 +0.4%