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Coca-Cola

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
2001
Wilkins Investment Counsel
Massachusetts
$570K -$1.77K -30 -0.3%
SL
2002
Summitry LLC
California
$568K +$2.53K +43 +0.4%
CC
2003
Cornerstone Capital
California
$568K +$238K +4,035 +72%
MWA
2004
Monograph Wealth Advisors
California
$567K +$4.42K +75 +0.8%
OA
2005
Oracle Alpha
Ontario, Canada
$567K +$567K +9,625 New
CWI
2006
Conscious Wealth Investments
Florida
$567K +$567K +9,587 New
SWM
2007
Stockman Wealth Management
Montana
$566K +$17.7K +300 +3%
RIA
2008
Richwood Investment Advisors
Ohio
$566K +$3.54K +60 +0.6%
RWA
2009
River Wealth Advisors
Pennsylvania
$566K +$1.3K +22 +0.2%
FNBOMD
2010
First National Bank of Mount Dora
Florida
$565K -$17.7K -300 -3%
CG
2011
Clarus Group
Texas
$565K -$63.4K -1,076 -10%
GLLW
2012
Graves Light Lenhart Wealth
Virginia
$564K
RDWM
2013
Red Door Wealth Management
Tennessee
$563K -$1.89K -32 -0.3%
GWA
2014
Gratus Wealth Advisors
Virginia
$563K +$563K +9,557 New
PCIG
2015
Partners Capital Investment Group
Massachusetts
$561K -$3.83K -65 -0.7%
VCAM
2016
Van Cleef Asset Management
Ohio
$560K
DSC
2017
Duncker Streett & Co
Missouri
$560K -$23.6K -400 -4%
AC
2018
ASB Consultores
Florida
$560K +$560K +9,502 New
CWS
2019
Cypress Wealth Services
California
$559K -$10.7K -181 -2%
CAWM
2020
Capital Advisors Wealth Management
Washington
$559K -$146K -2,477 -21%
V
2021
ViaWealth
Kansas
$559K +$589 +10 +0.1%
SC
2022
Sierra Capital
Florida
$558K -$3.71K -63 -0.7%
FUBT
2023
First United Bank & Trust
Maryland
$558K +$27.6K +469 +5%
SFSG
2024
Sound Financial Strategies Group
Mississippi
$557K -$270K -4,577 -33%
TW
2025
TrinityPoint Wealth
Connecticut
$556K -$68.4K -1,161 -11%