KO icon

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 %
RWM
2401
RKL Wealth Management
Pennsylvania
$302K -$26.1K -433 -8%
CWM
2402
Concentric Wealth Management
California
$301K
TLFA
2403
True Link Financial Advisors
California
$301K
WCA
2404
Westover Capital Advisors
Delaware
$301K
GPI
2405
General Partner Inc
Pennsylvania
$300K
NCM
2406
NCM Capital Management
New Jersey
$300K +$3.19K +53 +1%
WA
2407
Wealthstream Advisors
New York
$300K +$300K +4,980 New
KWM
2408
Keebeck Wealth Management
Illinois
$299K -$11.2K -184 -4%
ITIM
2409
Indiana Trust & Investment Management
Indiana
$299K -$7.83K -130 -3%
WWM
2410
Windsor Wealth Management
Indiana
$299K +$21.8K +362 +8%
BCM
2411
BlueCrest Capital Management
Jersey
$299K +$299K +4,964 New
GJIA
2412
Glass Jacobson Investment Advisors
Maryland
$299K +$299K +4,959 New
TF
2413
Trek Financial
Arizona
$297K -$142K -2,351 -32%
HI
2414
Humankind Investments
New York
$297K +$22.5K +373 +8%
AWC
2415
Adamsbrown Wealth Consultants
Kansas
$297K -$4.7K -78 -2%
CWA
2416
Centennial Wealth Advisory
Michigan
$297K +$120 +2 +0%
PMG
2417
Private Management Group
California
$297K +$7.47K +124 +3%
IAG
2418
Investmark Advisory Group
Connecticut
$296K -$14.5K -241 -5%
AFP
2419
Alpha Financial Partners
Kentucky
$296K +$9.76K +162 +3%
KWS
2420
Keystone Wealth Services
California
$296K +$16.7K +278 +6%
LFA
2421
Landmark Financial Advisors
Kentucky
$295K +$1.2K +20 +0.4%
FSG
2422
Financial Strategies Group
Michigan
$295K
KCM
2423
Kathmere Capital Management
Pennsylvania
$295K +$62.9K +1,045 +27%
RDFA
2424
Ritter Daniher Financial Advisory
Ohio
$294K
WWC
2425
Waypoint Wealth Counsel
Georgia
$294K +$11.1K +184 +4%