KO icon

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 %
PI
2026
Pettee Investors
Connecticut
$486K
FC
2027
Forte Capital
New York
$485K -$136K -2,431 -22%
ACP
2028
Aviance Capital Partners
Florida
$485K -$14.8K -264 -3%
BF
2029
Brogan Financial
Tennessee
$483K +$149K +2,649 +45%
FA
2030
Fagan Associates
New York
$483K
EWM
2031
Evermay Wealth Management
Virginia
$483K -$1.52K -27 -0.3%
WIA
2032
Westbourne Investment Advisors
Maryland
$482K
TPW
2033
Transatlantique Private Wealth
New York
$481K
MC
2034
Middleton & Co
Massachusetts
$480K -$28K -500 -6%
CCM
2035
Cullen Capital Management
New York
$480K
ACA
2036
Affinity Capital Advisors
California
$479K -$112 -2 -0%
MWM
2037
Mattern Wealth Management
Kansas
$478K
LWM
2038
Lodestone Wealth Management
Washington
$478K -$3.98K -71 -0.8%
ACP
2039
Aveo Capital Partners
Colorado
$477K -$60.2K -1,075 -11%
HGWM
2040
Horst & Graben Wealth Management
Oregon
$477K +$2.46K +44 +0.5%
APA
2041
Astoria Portfolio Advisors
New York
$476K -$86.3K -1,548 -15%
GWS
2042
Glassman Wealth Services
Virginia
$476K +$14.3K +255 +3%
AFM
2043
Armstrong Fleming & Moore
District of Columbia
$476K +$56 +1 +0%
LFA
2044
Laraway Financial Advisors
Minnesota
$475K +$8.45K +151 +2%
RWM
2045
Revisor Wealth Management
Ohio
$474K +$85.6K +1,530 +22%
FOA
2046
Five Oceans Advisors
California
$474K -$7.67K -137 -2%
BG
2047
Benedetti & Gucer
Georgia
$473K -$2.74K -49 -0.6%
EWA
2048
ERTS Wealth Advisors
Michigan
$473K -$2.63K -47 -0.6%
OW
2049
Olistico Wealth
Oklahoma
$473K +$39.9K +713 +9%
CWAG
2050
Compton Wealth Advisory Group
Virginia
$473K