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 %
HA
2176
Herold Advisors
New York
$446K +$53.1K +868 +14%
MWM
2177
Mattern Wealth Management
Kansas
$445K
TCWA
2178
Turtle Creek Wealth Advisors
Texas
$445K +$29.5K +482 +7%
MC
2179
Maverick Capital
Texas
$445K -$1.1M -18,004 -71%
RFA
2180
Rollins Financial Advisors
New York
$445K +$190K +3,108 +75%
FW
2181
FirstPurpose Wealth
Utah
$444K +$5.66K +96 +1%
FA
2182
Fiduciary Alliance
South Carolina
$443K
KFA
2183
Kapstone Financial Advisors
Ohio
$443K +$3.61K +59 +0.8%
WC
2184
Wexford Capital
Florida
$443K +$103K +1,676 +30%
OA
2185
Oracle Alpha
Ontario, Canada
$442K -$146K -2,394 -25%
FA
2186
FDx Advisors
Illinois
$442K -$1.01M -16,435 -69%
BWG
2187
Beta Wealth Group
California
$441K +$6.12K +100 +1%
SPC
2188
Spirepoint Private Client
Florida
$441K +$441K +7,211 New
FA
2189
Fiducient Advisors
Illinois
$440K +$36.4K +590 +9%
SFWA
2190
Summit Financial Wealth Advisors
Louisiana
$439K +$84.6K +1,383 +24%
MGIA
2191
Matthew Goff Investment Advisor
Texas
$438K +$5.63K +92 +1%
GAM
2192
Garrison Asset Management
Arkansas
$436K -$122 -2 -0%
SIM
2193
SSI Investment Management
California
$435K -$4.71K -77 -1%
RWS
2194
Resolute Wealth Strategies
Mississippi
$435K -$42.2K -690 -9%
RA
2195
Rise Advisors
New York
$435K +$150K +2,454 +53%
COCM
2196
Charter Oak Capital Management
New Hampshire
$434K -$19.8K -323 -4%
VCM
2197
Vision Capital Management
Oregon
$434K
PMSA
2198
Patrick M. Sweeney & Associates
Illinois
$433K +$7.04K +115 +2%
VCP
2199
Verus Capital Partners
Arizona
$432K +$15.4K +252 +4%
LFG
2200
Lockerman Financial Group
California
$432K -$6.55K -107 -1%