KO icon

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 %
HAC
2026
Harbor Advisory Corp
New Hampshire
$559K
MFGM
2027
Marshall Financial Group (Maryland)
Maryland
$558K +$36.2K +591 +7%
CPP
2028
Capasso Planning Partners
South Carolina
$557K +$8.26K +135 +2%
CWI
2029
Conscious Wealth Investments
Florida
$557K
AI
2030
Accredited Investors
Minnesota
$556K +$24.2K +395 +5%
QC
2031
Quent Capital
New York
$556K +$21.2K +347 +4%
PWM
2032
Prentice Wealth Management
New York
$552K +$34.9K +570 +7%
SWM
2033
Stockman Wealth Management
Montana
$551K -$36.6K -598 -6%
LWM
2034
Lodestone Wealth Management
Washington
$551K +$17.4K +285 +3%
BMCM
2035
Burns Matteson Capital Management
New York
$550K -$77.7K -1,270 -12%
VC
2036
Vicus Capital
Pennsylvania
$549K +$219K +3,576 +66%
NFSG
2037
Newbridge Financial Services Group
Florida
$548K +$13.1K +214 +2%
RDWM
2038
Red Door Wealth Management
Tennessee
$547K -$38.1K -623 -7%
CAGAS
2039
Capital Advisory Group Advisory Services
Minnesota
$547K +$14.1K +231 +3%
IRC
2040
Investors Research Corp
Georgia
$546K
BFA
2041
Beacon Financial Advisory
Ohio
$546K +$10.2K +167 +2%
BDA
2042
Borer Denton & Associates
Pennsylvania
$545K +$130K +2,129 +31%
CA
2043
Cambridge Advisors
Nebraska
$544K
CAWM
2044
Capital Advisors Wealth Management
Washington
$543K -$37.6K -615 -6%
AWAP
2045
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$541K -$11.9K -194 -2%
CGA
2046
Crescent Grove Advisors
Illinois
$541K
LWM
2047
Liberty Wealth Management
California
$539K +$78.7K +1,286 +17%
RRA
2048
Round Rock Advisors
Connecticut
$538K -$7.22K -118 -1%
CWM
2049
Circle Wealth Management
New Jersey
$538K -$32.7K -534 -6%
EIP
2050
Ellis Investment Partners
Pennsylvania
$537K +$36.7K +600 +7%