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Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
FAB
2001
First American Bank
Illinois
$547K +$7.07K +114 +1%
FMP
2002
Financial Management Professionals
Texas
$546K +$148K +2,395 +37%
LWM
2003
Lodestone Wealth Management
Washington
$546K -$1.74K -28 -0.3%
FUBT
2004
First United Bank & Trust
Maryland
$546K -$18.6K -300 -3%
1WA
2005
180 Wealth Advisors
Washington
$545K -$12.4K -200 -2%
CIA
2006
Cape Investment Advisory
Georgia
$544K +$544K +8,770 New
TT
2007
TI-Trust
Illinois
$541K
ECM
2008
Elgethun Capital Management
South Dakota
$540K
TPW
2009
Transatlantique Private Wealth
New York
$540K +$21.1K +340 +4%
BG
2010
Benedetti & Gucer
Georgia
$539K +$2.36K +38 +0.4%
PI
2011
Pettee Investors
Connecticut
$539K
EWM
2012
Evermay Wealth Management
Virginia
$538K +$15.5K +248 +3%
WAM
2013
WNY Asset Management
New York
$537K -$186 -3 -0%
CWS
2014
Cypress Wealth Services
California
$536K -$2.85K -46 -0.5%
FA
2015
Fagan Associates
New York
$535K
SFS
2016
Strategic Financial Services
New York
$535K
RRA
2017
Round Rock Advisors
Connecticut
$534K +$7.32K +118 +1%
WIA
2018
Westbourne Investment Advisors
Maryland
$534K
FCM
2019
Firestone Capital Management
Florida
$534K
AWA
2020
Amplius Wealth Advisors
Pennsylvania
$534K +$15.6K +252 +3%
CWM
2021
Connecticut Wealth Management
Connecticut
$532K +$32.1K +517 +6%
3F
2022
360 Financial
Minnesota
$531K +$5.96K +96 +1%
EWA
2023
ERTS Wealth Advisors
Michigan
$531K -$172K -2,775 -24%
MWM
2024
Mattern Wealth Management
Kansas
$530K
SWA
2025
SOA Wealth Advisors
New York
$525K