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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 %
MCWS
2076
McKinley Carter Wealth Services
West Virginia
$517K +$12.2K +200 +2%
AFA
2077
AA Financial Advisors
Ohio
$517K +$517K +8,449 New
ACA
2078
Affinity Capital Advisors
California
$516K +$4.59K +75 +0.9%
OAM
2079
Occidental Asset Management
California
$515K +$29.2K +477 +6%
CCB
2080
Cutter & Co Brokerage
Missouri
$515K -$42.8K -700 -8%
LWMM
2081
Legacy Wealth Management (Mississippi)
Mississippi
$514K
PCMC
2082
Paragon Capital Management (Colorado)
Colorado
$513K -$15.7K -257 -3%
IFS
2083
Ifrah Financial Services
Arkansas
$510K +$1.9K +31 +0.4%
DA
2084
Detalus Advisors
Missouri
$510K -$7.46K -122 -1%
TW
2085
Trajan Wealth
Arizona
$509K +$509K +8,325 New
TB
2086
Terril Brothers
Missouri
$509K +$6.12K +100 +1%
JGUA
2087
John G. Ullman & Associates
New York
$508K +$14.1K +230 +3%
SA
2088
SRH Advisors
Kansas
$508K
AA
2089
Addison Advisors
Vermont
$508K -$6.42K -105 -1%
NME
2090
Notis-McConarty Edward
$508K -$55.1K -900 -10%
YC
2091
Yarbrough Capital
Tennessee
$508K
JSW
2092
Journey Strategic Wealth
New Jersey
$507K +$232K +3,786 +84%
VCM
2093
Vivaldi Capital Management
Illinois
$507K -$73.4K -1,160 -13%
BCG
2094
Breakwater Capital Group
New Jersey
$506K +$3.67K +60 +0.7%
BCM
2095
Bienville Capital Management
New York
$506K
SIS
2096
Sound Income Strategies
Florida
$505K -$204K -3,333 -29%
RCM
2097
Requisite Capital Management
Texas
$502K -$14.2K -231 -3%
BWM
2098
BKM Wealth Management
Wisconsin
$502K +$94.6K +1,547 +23%
3F
2099
360 Financial
Minnesota
$502K
FOA
2100
Five Oceans Advisors
California
$501K +$29K +474 +6%