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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
PSC
2201
Prentiss Smith & Co
Vermont
$414K
TCM
2202
TD Capital Management
Tennessee
$414K +$2.83K +47 +0.7%
CA
2203
CGN Advisors
Kansas
$412K +$141K +2,338 +52%
CIG
2204
Cascade Investment Group
Colorado
$412K -$14.2K -235 -3%
IFWM
2205
Institute for Wealth Management
Colorado
$412K +$181 +3 +0%
LFG
2206
Larson Financial Group
Missouri
$411K +$32.4K +538 +9%
WIA
2207
World Investment Advisors
California
$411K +$107K +1,760 +35%
DIM
2208
Delta Investment Management
California
$411K
TF
2209
TLWM Financial
Texas
$411K +$411K +6,817 New
MRWM
2210
ML&R Wealth Management
Texas
$410K -$422 -7 -0.1%
WA
2211
Wealth Architects
California
$410K -$16.1K -267 -4%
PGWM
2212
Parisi Gray Wealth Management
New Jersey
$410K +$10.5K +170 +3%
FM
2213
Family Management
New York
$408K -$27K -449 -6%
GTAM
2214
Global Trust Asset Management
Florida
$407K -$12K -200 -3%
TIA
2215
Tiemann Investment Advisors
California
$407K
OAM
2216
Oak Asset Management
California
$405K
AAS
2217
Annex Advisory Services
Wisconsin
$405K +$361 +6 +0.1%
WAAG
2218
Wealth Alliance Advisory Group
Kansas
$404K -$48.2K -800 -11%
WF
2219
Warner Financial
Maryland
$404K -$163K -2,702 -29%
CA
2220
Crumly & Associates
Illinois
$403K +$77.8K +1,292 +24%
DA
2221
Dillon & Associates
Michigan
$403K
WAG
2222
Wallace Advisory Group
California
$402K
SAM
2223
SignalPoint Asset Management
Missouri
$401K -$7.23K -120 -2%
BWA
2224
Beam Wealth Advisors
Louisiana
$401K +$90.8K +1,508 +29%
AWP
2225
Ascent Wealth Partners
New York
$401K