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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 %
FNWA
2026
Financial Network Wealth Advisors
Utah
$556K +$556K +9,434 New
SLG
2027
Stanley-Laman Group
Pennsylvania
$556K +$9.43K +160 +2%
MYIA
2028
Mount Yale Investment Advisors
Colorado
$555K +$9.55K +162 +2%
IAP
2029
Indie Asset Partners
Indiana
$552K +$6.13K +104 +1%
HTHT
2030
Hemenway Trust Hemenway Trust
New Hampshire
$551K -$11.8K -200 -2%
FMP
2031
Financial Management Professionals
Texas
$551K +$56.9K +966 +12%
CHA
2032
Carmichael Hill & Associates
Maryland
$551K -$42.1K -714 -7%
CJFS
2033
Coulter & Justus Financial Services
Tennessee
$550K +$550K +9,339 New
VC
2034
Vestor Capital
Illinois
$550K +$109K +1,849 +25%
CWM
2035
Circle Wealth Management
New Jersey
$549K -$87.5K -1,485 -14%
AF
2036
Aldebaran Financial
$549K -$78.1K -1,325 -12%
GM
2037
GeoWealth Management
Illinois
$548K +$535K +9,082 +4,036%
SWM
2038
Sculati Wealth Management
Michigan
$548K -$225K -3,817 -29%
PF
2039
Phoenix Financial
Israel
$547K +$547K +8,267 New
AIA
2040
Alera Investment Advisors
Illinois
$546K +$15.6K +265 +3%
GCM
2041
Gallacher Capital Management
Colorado
$545K +$305K +5,179 +127%
KFA
2042
Kelleher Financial Advisors
New York
$544K
VCM
2043
Vivaldi Capital Management
Illinois
$544K -$46.8K -788 -8%
QPWM
2044
Quadrant Private Wealth Management
Pennsylvania
$544K -$147K -2,486 -21%
NME
2045
Notis-McConarty Edward
$542K
9WM
2046
9258 Wealth Management
Ohio
$540K -$12.6K -213 -2%
HAC
2047
Harbor Advisory Corp
New Hampshire
$538K
CCB
2048
Cutter & Co Brokerage
Missouri
$537K -$49.1K -833 -8%
RFS
2049
Retirement Financial Solutions
Tennessee
$536K +$92.5K +1,569 +21%
GHAM
2050
Gilman Hill Asset Management
Connecticut
$536K -$44.2K -750 -8%