KO icon

Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
2051
Herold Advisors
New York
$506K +$38.5K +621 +8%
RCA
2052
Ranch Capital Advisors
Florida
$505K -$31K -500 -6%
AA
2053
Addison Advisors
Vermont
$504K -$1.68K -27 -0.3%
PCI
2054
Planning Center Inc
Illinois
$503K +$1.07K +17 +0.2%
C
2055
Certuity
Florida
$501K +$131K +2,109 +35%
OMC
2056
Overbrook Management Corp
New York
$498K
BWM
2057
BNC Wealth Management
Oregon
$497K +$497K +8,018 New
SPWG
2058
Sage Private Wealth Group
Illinois
$496K -$47.2K -761 -9%
ARC
2059
Advisor Resource Council
Texas
$495K +$31.4K +502 +7%
D
2060
Diversified
Delaware
$495K +$5.46K +88 +1%
RWS
2061
Resolute Wealth Strategies
Mississippi
$494K +$494K +7,969 New
GWS
2062
Glassman Wealth Services
Virginia
$494K -$10.9K -175 -2%
IMOV
2063
Investment Management of Virginia
Virginia
$494K +$1.55K +25 +0.3%
TB
2064
Terril Brothers
Missouri
$493K -$35.2K -568 -7%
HBWM
2065
Hollow Brook Wealth Management
New York
$493K -$93.7K -1,500 -16%
SOAMC
2066
Spirit of America Management Corp
New York
$490K
IAS
2067
IMA Advisory Services
Colorado
$490K
MFT
2068
Moisand Fitzgerald Tamayo
Florida
$489K -$192K -3,099 -28%
CCM
2069
Cullen Capital Management
New York
$489K +$108K +1,740 +28%
UWPG
2070
Ullmann Wealth Partners Group
Florida
$489K -$46.3K -747 -9%
EBSAM
2071
Eubel Brady & Suttman Asset Management
Ohio
$488K +$25.6K +413 +6%
AP
2072
Advisors Preferred
Maryland
$487K -$105K -1,677 -18%
WA
2073
Wambolt & Associates
Colorado
$487K -$5.93K -95 -1%
WDG
2074
Wealth Dimensions Group
Ohio
$485K -$1.99K -32 -0.4%
DU
2075
Delphia (USA)
Ontario, Canada
$485K -$135K -2,176 -22%