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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 %
FWP
2026
Firethorn Wealth Partners
Georgia
$527K -$10.8K -180 -2%
SFS
2027
Strategic Financial Services
New York
$526K
CCFM
2028
Clear Creek Financial Management
Washington
$524K +$17.9K +297 +4%
PI
2029
Pettee Investors
Connecticut
$523K
BFA
2030
Beacon Financial Advisory
Ohio
$521K -$24K -398 -4%
EWM
2031
Evermay Wealth Management
Virginia
$521K -$2.12K -35 -0.4%
FA
2032
Fagan Associates
New York
$519K
WIA
2033
Westbourne Investment Advisors
Maryland
$519K
LWM
2034
Lodestone Wealth Management
Washington
$518K -$11.7K -194 -2%
SOS
2035
Silver Oak Securities
Tennessee
$518K +$55.2K +917 +12%
FOA
2036
Five Oceans Advisors
California
$518K +$10.1K +167 +2%
TPW
2037
Transatlantique Private Wealth
New York
$518K -$6.14K -102 -1%
CCM
2038
Cullen Capital Management
New York
$516K +$41K +680 +9%
ACA
2039
Affinity Capital Advisors
California
$516K -$33.2K -552 -6%
FZCM
2040
Flynn Zito Capital Management
New York
$515K +$71.8K +1,193 +16%
MWM
2041
Mattern Wealth Management
Kansas
$514K
SSWM
2042
Strait & Sound Wealth Management
California
$514K -$22.2K -369 -4%
LOAMU
2043
Lombard Odier Asset Management (USA)
New York
$512K +$512K +8,500 New
AFM
2044
Armstrong Fleming & Moore
District of Columbia
$512K +$512K +8,496 New
EWA
2045
ERTS Wealth Advisors
Michigan
$512K -$3.73K -62 -0.7%
3F
2046
360 Financial
Minnesota
$511K -$4.7K -78 -0.9%
FNA
2047
First National Advisers
Nebraska
$511K -$59.4K -987 -10%
BG
2048
Benedetti & Gucer
Georgia
$511K -$11K -183 -2%
SAM
2049
S.A. Mason
Michigan
$511K
SWA
2050
SOA Wealth Advisors
New York
$510K +$843 +14 +0.2%