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Coca-Cola

2,959 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,193 increasing their positions, 1,191 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,959
Holders Change
-11
Holders Change %
-0.37%
% of All Funds
42.89%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
169
Increased
1,193
Reduced
1,191
Closed
142
Calls
$1.79B
Puts
$1.54B
Net Calls
+$252M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
2001
Baldwin Investment Management
Pennsylvania
$582K -$16.2K -265 -3%
RBFC
2002
Roman Butler Fullerton & Co
Missouri
$582K -$9.81K -162 -2%
RWA
2003
River Wealth Advisors
Pennsylvania
$582K -$6.12K -100 -1%
GWM
2004
GDS Wealth Management
Texas
$581K -$35.9K -587 -6%
VC
2005
Vestor Capital
Illinois
$580K +$9.42K +154 +2%
SC
2006
Sierra Capital
Florida
$579K
SFSG
2007
Sound Financial Strategies Group
Mississippi
$579K +$184 +3 +0%
IAP
2008
Indie Asset Partners
Indiana
$578K +$4.34K +71 +0.8%
CG
2009
Clarus Group
Texas
$577K -$9.61K -157 -2%
CS
2010
Crescent Sterling
Louisiana
$574K -$17.8K -291 -3%
JWM
2011
Jeppson Wealth Management
California
$573K -$26.9K -440 -4%
FUBT
2012
First United Bank & Trust
Maryland
$572K -$6.79K -111 -1%
HTHT
2013
Hemenway Trust Hemenway Trust
New Hampshire
$572K
FNWA
2014
Financial Network Wealth Advisors
Utah
$572K -$5.57K -91 -1%
SLG
2015
Stanley-Laman Group
Pennsylvania
$571K -$6.12K -100 -1%
PCP
2016
Proficio Capital Partners
Massachusetts
$571K +$32.7K +535 +6%
VCAM
2017
Van Cleef Asset Management
Ohio
$570K -$12.2K -200 -2%
DAC
2018
Dividend Assets Capital
South Carolina
$568K +$12.2K +200 +2%
MMA
2019
Miracle Mile Advisors
California
$567K -$4.36M -71,312 -88%
CHA
2020
Carmichael Hill & Associates
Maryland
$567K -$4.53K -74 -0.8%
AF
2021
Aldebaran Financial
$563K -$6.42K -105 -1%
TAM
2022
Tucker Asset Management
Colorado
$561K -$198K -3,230 -26%
AWC
2023
Abundance Wealth Counselors
Pennsylvania
$561K -$149K -2,436 -21%
9WM
2024
9258 Wealth Management
Ohio
$561K +$184 +3 +0%
NFG
2025
Nadler Financial Group
Illinois
$560K +$63.5K +1,038 +13%