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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 %
SFC
2226
SYM Financial Corp
Indiana
$418K +$8.5K +139 +2%
DIM
2227
Delta Investment Management
California
$418K
KL
2228
KWMG LLC
Kansas
$418K -$4.83K -79 -1%
BFA
2229
Bill Few Associates
Pennsylvania
$418K +$61.2K +1,000 +17%
PWM
2230
Provident Wealth Management
Tennessee
$417K
MAM
2231
Marotta Asset Management
Virginia
$417K -$37.9K -620 -8%
PWM
2232
Paulson Wealth Management
Illinois
$417K +$2.45K +40 +0.6%
TFA
2233
Teamwork Financial Advisors
Texas
$415K -$28.5K -466 -6%
MRWM
2234
ML&R Wealth Management
Texas
$415K +$3.55K +58 +0.9%
SHGA
2235
Sand Hill Global Advisors
California
$415K +$68.6K +1,121 +20%
LWM
2236
Lakeridge Wealth Management
Ohio
$415K -$5.14K -84 -1%
SIA
2237
Schear Investment Advisers
Ohio
$414K -$15.4K -252 -4%
NRC
2238
New Republic Capital
North Carolina
$413K +$13.3K +215 +3%
QWM
2239
Quadcap Wealth Management
Texas
$413K +$36K +589 +10%
EGWAG
2240
Elwood & Goetz Wealth Advisory Group
Georgia
$411K -$32.3K -528 -7%
MIA
2241
MainStreet Investment Advisors
Illinois
$411K +$159K +2,593 +63%
BSC
2242
Brown Shipley & Co
United Kingdom
$410K -$9.1K -150 -2%
CF
2243
Clarity Financial
Texas
$410K +$9.54K +156 +2%
AFC
2244
AFT Forsyth & Company
Florida
$410K -$64.2K -1,050 -14%
TF
2245
TLWM Financial
Texas
$409K -$6.12K -100 -1%
BWG
2246
Boomfish Wealth Group
Georgia
$408K +$1.22K +20 +0.3%
PSC
2247
Prentiss Smith & Co
Vermont
$408K
SFS
2248
Strategic Financial Services
New York
$406K -$29.4K -480 -7%
SLC
2249
Second Line Capital
Louisiana
$406K +$75.3K +1,222 +23%
MAM
2250
Meeder Asset Management
Ohio
$406K +$69.3K +1,133 +21%