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Coca-Cola

2,813 hedge funds and large institutions have $171B invested in Coca-Cola in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,212 increasing their positions, 1,116 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,813
Holders Change
-53
Holders Change %
-1.85%
% of All Funds
44.85%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.13%
New
139
Increased
1,212
Reduced
1,116
Closed
158
Calls
$1.75B
Puts
$1.83B
Net Calls
-$79.7M
Net Calls Change
-$396M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
2001
Accredited Investors
Minnesota
$504K +$616 +11 +0.1%
AIA
2002
Alera Investment Advisors
Illinois
$504K -$20K -357 -4%
FUBT
2003
First United Bank & Trust
Maryland
$504K +$56 +1 +0%
SC
2004
Searle & Co
Connecticut
$502K
QC
2005
Quent Capital
New York
$502K -$26.6K -475 -5%
ECM
2006
Elgethun Capital Management
South Dakota
$501K +$29.8K +533 +6%
GC
2007
Garde Capital
Washington
$500K +$4.48K +80 +0.9%
IRC
2008
Investors Research Corp
Georgia
$500K +$2.8K +50 +0.6%
HBT
2009
Heartland Bank & Trust
Illinois
$499K +$7.78K +139 +2%
AA
2010
Advisory Alpha
Michigan
$497K +$40.9K +731 +9%
FWP
2011
Firethorn Wealth Partners
Georgia
$497K +$6.94K +124 +1%
QFA
2012
Quantum Financial Advisors
California
$495K +$206K +3,677 +71%
TT
2013
TI-Trust
Illinois
$495K
IDBONY
2014
Israel Discount Bank of New York
New York
$494K -$7.11K -127 -1%
MAWCM
2015
Mine & Arao Wealth Creation & Management
California
$493K +$46.9K +837 +10%
PCP
2016
Proficio Capital Partners
Massachusetts
$493K -$2.18K -39 -0.4%
CGA
2017
Crescent Grove Advisors
Illinois
$492K -$172K -3,042 -26%
RRA
2018
Round Rock Advisors
Connecticut
$492K -$1.4K -25 -0.3%
FNC
2019
First National Corp
Massachusetts
$491K -$4.31K -77 -0.9%
CPP
2020
Capasso Planning Partners
South Carolina
$491K -$11.5K -205 -2%
SI
2021
Symmetry Investments
Jersey
$491K +$54.4K +972 +12%
SWA
2022
SOA Wealth Advisors
New York
$488K +$13.7K +245 +3%
AAS
2023
Annex Advisory Services
Wisconsin
$487K +$111K +1,981 +29%
FCM
2024
Firestone Capital Management
Florida
$487K
BFA
2025
Beacon Financial Advisory
Ohio
$487K +$2.69K +48 +0.6%