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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
2001
Tucker Asset Management
Colorado
$545K +$286K +4,749 +110%
C
2002
Certuity
Florida
$543K +$56.6K +940 +12%
FUBT
2003
First United Bank & Trust
Maryland
$542K +$12K +200 +2%
AI
2004
Accredited Investors
Minnesota
$542K -$57.5K -954 -10%
CA
2005
Cambridge Advisors
Nebraska
$541K -$99.1K -1,646 -15%
CPP
2006
Capasso Planning Partners
South Carolina
$540K -$141K -2,335 -21%
SWP
2007
Semus Wealth Partners
Florida
$540K +$39.5K +656 +8%
AT
2008
Arvest Trust
Oklahoma
$539K -$36.2K -585 -6%
IDBONY
2009
Israel Discount Bank of New York
New York
$539K -$71.8K -1,193 -12%
ACP
2010
Aviance Capital Partners
Florida
$538K +$3.91K +65 +0.7%
FPAS
2011
Focus Partners Advisor Solutions
Missouri
$536K +$4.1K +68 +0.8%
ARMT
2012
Amica Retiree Medical Trust
Rhode Island
$535K -$34.2K -567 -6%
IRC
2013
Investors Research Corp
Georgia
$534K +$154K +2,549 +40%
FNC
2014
First National Corp
Massachusetts
$533K +$241 +4 +0%
GC
2015
Garde Capital
Washington
$533K +$533K +8,847 New
TT
2016
TI-Trust
Illinois
$533K +$7.53K +125 +1%
PCP
2017
Proficio Capital Partners
Massachusetts
$532K +$33.2K +551 +7%
MWA
2018
Monograph Wealth Advisors
California
$531K
CWC
2019
Carolinas Wealth Consulting
North Carolina
$531K -$419 -32 -0.1%
RRA
2020
Round Rock Advisors
Connecticut
$531K +$12.3K +204 +2%
CAS
2021
CTC Alternative Strategies
Illinois
$530K +$530K +8,800 New
FCM
2022
Firestone Capital Management
Florida
$529K +$5.6K +92 +1%
AC
2023
Apella Capital
Connecticut
$529K +$529K +8,784 New
HBT
2024
Heartland Bank & Trust
Illinois
$529K -$56.2K -933 -10%
CWM
2025
Connecticut Wealth Management
Connecticut
$528K +$11.4K +190 +2%