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Coca-Cola

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
2251
TLWM Financial
Texas
$400K -$5.89K -100 -1%
BDA
2252
Borer Denton & Associates
Pennsylvania
$400K
PWM
2253
Paulson Wealth Management
Illinois
$399K +$14.9K +253 +4%
BWFA
2254
Baltimore-Washington Financial Advisors
Maryland
$399K -$19.9K -337 -5%
ACP
2255
Aviance Capital Partners
Florida
$399K -$112K -1,895 -22%
WA
2256
Wealth Architects
California
$398K +$707 +12 +0.2%
PGWM
2257
Parisi Gray Wealth Management
New Jersey
$397K -$3.36K -57 -0.8%
PJSIMP
2258
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K +$14.8K +250 +4%
MRWM
2259
ML&R Wealth Management
Texas
$396K -$1.36K -23 -0.3%
TC
2260
Trust Company
Kansas
$396K -$27.2K -462 -6%
CPRC
2261
Consolidated Portfolio Review Corp
New York
$395K -$48.9K -830 -11%
SFC
2262
SYM Financial Corp
Indiana
$394K +$24.6K +417 +7%
WA
2263
Wambolt & Associates
Colorado
$394K -$35.6K -604 -8%
XSC
2264
X-Square Capital
Puerto Rico
$394K -$37.8K -642 -9%
SCM
2265
Sollinda Capital Management
Florida
$394K +$394K +6,684 New
RPCONE
2266
Retirement Planning Company of New England
Rhode Island
$393K +$27.5K +466 +8%
PSC
2267
Prentiss Smith & Co
Vermont
$393K
BWM
2268
BKM Wealth Management
Wisconsin
$392K +$392K +6,659 New
BWG
2269
Boomfish Wealth Group
Georgia
$392K +$392K +6,655 New
ACM
2270
Armbruster Capital Management
New York
$391K
WAG
2271
Wallace Advisory Group
California
$391K -$6.16K -110 -2%
AP
2272
Adero Partners
California
$390K -$21.2K -359 -5%
BAM
2273
Bosun Asset Management
Illinois
$390K -$673K -11,424 -63%
AHB
2274
Abner Herrman & Brock
New Jersey
$390K -$17K -288 -4%
SSWG
2275
Seven Springs Wealth Group
Tennessee
$390K