KO icon

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 %
MA
2276
Mezzasalma Advisors
New Jersey
$389K +$2.06K +35 +0.5%
KF
2277
KKM Financial
Illinois
$388K +$388K +6,589 New
AGWCA
2278
Annis Gardner Whiting Capital Advisors
Florida
$388K +$86.3K +1,465 +29%
IWP
2279
Invenio Wealth Partners
Florida
$386K +$34.6K +587 +10%
FA
2280
Fiducient Advisors
Illinois
$386K +$766 +13 +0.2%
DA
2281
Dillon & Associates
Michigan
$386K +$4.95K +84 +1%
CA
2282
Cornerstone Advisory
Maryland
$386K +$62.8K +1,065 +19%
GP
2283
Girard Partners
Pennsylvania
$386K -$19.4K -330 -5%
IF
2284
Insight Folios
North Carolina
$386K -$3.48K -59 -0.9%
CF
2285
Clarity Financial
Texas
$386K -$36.3K -616 -9%
AFG
2286
ABLE Financial Group
Arizona
$385K -$56.7K -963 -13%
GIP
2287
Granite Investment Partners
California
$385K
GKWIM
2288
Gerber Kawasaki Wealth & Investment Management
California
$384K -$9.72K -165 -2%
SCM
2289
Sterneck Capital Management
Missouri
$383K -$295 -5 -0.1%
FC
2290
Fulcrum Capital
Washington
$383K
HFS
2291
Howard Financial Services
Texas
$383K +$22.4K +380 +6%
BHPW
2292
Beverly Hills Private Wealth
California
$382K -$2.71K -46 -0.7%
NRC
2293
New Republic Capital
North Carolina
$382K +$74.1K +1,257 +24%
3IP
2294
3Chopt Investment Partners
Virginia
$381K +$381K +6,462 New
JLBC
2295
J.L. Bainbridge & Co
Florida
$381K +$11.8K +200 +3%
LC
2296
Landaas & Company
Wisconsin
$380K +$6.55K +111 +2%
AI
2297
AXS Investments
New York
$379K -$47.4K -804 -11%
HA
2298
Herold Advisors
New York
$378K -$34.6K -587 -8%
PBO
2299
Peoples Bank (Ohio)
Ohio
$375K -$39.8K -676 -10%
TIA
2300
Tiemann Investment Advisors
California
$375K -$17.4K -295 -4%