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 %
FIM
2251
Fernwood Investment Management
Massachusetts
$384K -$24.8K -400 -6%
UF
2252
Univest Financial
Pennsylvania
$383K -$6.2K -100 -2%
LSIA
2253
LaSalle St. Investment Advisors
Illinois
$383K +$383K +6,179 New
BCG
2254
Breakwater Capital Group
New Jersey
$382K -$32.6K -525 -8%
PCFFS
2255
Pacific Center for Financial Services
California
$381K +$381K +6,148 New
TC
2256
Trust Company
Kansas
$381K -$47K -757 -11%
SL
2257
Sentry LLC
Tennessee
$379K +$379K +6,118 New
TVWM
2258
Tower View Wealth Management
Wisconsin
$379K +$8.75K +141 +2%
KA
2259
KLCM Advisors
Wisconsin
$378K -$211K -3,400 -36%
REMPR
2260
Roof Eidam Maycock Peralta (REMP)
California
$378K
SC
2261
SRB Corp
Massachusetts
$377K -$79K -1,274 -17%
LIG
2262
Lokken Investment Group
Delaware
$376K +$26.9K +433 +8%
NECFA
2263
New England Capital Financial Advisors
Connecticut
$376K
BCMLT
2264
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K +$13.9K +224 +4%
LT
2265
Legacy Trust
Michigan
$374K -$2.53M -40,846 -87%
TWM
2266
TriaGen Wealth Management
California
$372K +$3.78K +61 +1%
BWG
2267
Beta Wealth Group
California
$372K +$31K +500 +9%
WCM
2268
WealthBridge Capital Management
Ohio
$371K +$8.25K +133 +2%
SIA
2269
Schear Investment Advisers
Ohio
$371K +$49.9K +804 +16%
CSPAM
2270
Cary Street Partners Asset Management
Virginia
$370K
HP
2271
Hyperion Partners
Pennsylvania
$370K +$8.5K +137 +2%
SM
2272
Sciencast Management
New Jersey
$370K +$370K +5,794 New
BF
2273
Brogan Financial
Tennessee
$369K
SQA
2274
Simon Quick Advisors
New Jersey
$369K +$117K +1,885 +46%
AA
2275
Apriem Advisors
California
$368K +$368K +5,939 New