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Coca-Cola

2,813 hedge funds and large institutions have $171B invested in Coca-Cola in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,212 increasing their positions, 1,116 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,813
Holders Change
-53
Holders Change %
-1.85%
% of All Funds
44.85%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.13%
New
139
Increased
1,212
Reduced
1,116
Closed
158
Calls
$1.75B
Puts
$1.83B
Net Calls
-$79.7M
Net Calls Change
-$396M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
2451
Athena Investment Management
California
$253K
HCP
2452
Holt Capital Partners
Texas
$253K
KWM
2453
KFG Wealth Management
Indiana
$253K +$16.3K +291 +7%
WCFA
2454
Walkner Condon Financial Advisors
Wisconsin
$253K +$24.4K +436 +11%
KCFA
2455
Key Client Fiduciary Advisors
New Jersey
$253K +$10.1K +181 +4%
PFA
2456
Pathway Financial Advisors
Vermont
$253K
SWP
2457
Strategic Wealth Partners
Ohio
$252K +$7.84K +140 +3%
AWS
2458
Arkfeld Wealth Strategies
Nebraska
$252K +$1.41K +26 +0.6%
W
2459
WealthOne
New York
$252K -$8.85K -158 -3%
KCM
2460
KRS Capital Management
Michigan
$251K +$560 +10 +0.2%
BCM
2461
BTC Capital Management
Iowa
$250K -$3.86K -69 -2%
SFWA
2462
Summit Financial Wealth Advisors
Louisiana
$250K +$30.4K +531 +14%
TCWM
2463
Total Clarity Wealth Management
Illinois
$250K -$19.7K -351 -7%
LA
2464
LVW Advisors
New York
$249K +$249K +4,450 New
PCMC
2465
Private Capital Management (Colorado)
Colorado
$249K +$5.82K +104 +2%
BWM
2466
Buckley Wealth Management
Nevada
$249K
APW
2467
Austin Private Wealth
Texas
$248K +$15.8K +283 +7%
WIM
2468
Westside Investment Management
California
$248K +$56 +1 +0%
BPFA
2469
Barnes Pettey Financial Advisors
Mississippi
$248K +$4.53K +81 +2%
APC
2470
Asset Planning Corporation
Tennessee
$247K
EGWAG
2471
Elwood & Goetz Wealth Advisory Group
Georgia
$247K -$168 -3 -0.1%
CGFA
2472
Colton Groome Financial Advisors
North Carolina
$247K -$11.6K -208 -5%
IW
2473
Instrumental Wealth
Florida
$246K +$13.4K +248 +6%
CWC
2474
Carolinas Wealth Consulting
North Carolina
$246K -$30.2K -4,438 -11%
IIC
2475
Integrated Investment Consultants
Michigan
$246K -$36.3K -649 -13%