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Coca-Cola
KO

Overview Fund Activity

3,299 hedge funds and large institutions have $222B invested in Coca-Cola in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,384 increasing their positions, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,299
Holders Change
-22
Holders Change %
-0.66%
% of All Funds
44.2%
Holding in Top 10
66
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-22.35%
% of All Funds
0.88%
New
169
Increased
1,384
Reduced
1,352
Closed
132
Calls
$2.22B
Puts
$1.73B
Net Calls
+$492M
Net Calls Change
-$514M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
3
Citadel Advisors
Citadel Advisors
Florida
+$650M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$442M
5
UBS AM
UBS AM
Illinois
+$416M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$908M
2
Capital International Investors
Capital International Investors
California
-$496M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$496M
4
AIM
Alphinity Investment Management
Australia
-$377M
5
Franklin Resources
Franklin Resources
California
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
2501
Capital Performance Advisors
California
$374K -$127K -1,794 -25%
THL
2502
Tillman Hartley LLC
Colorado
$374K +$7.08K +100 +2%
MCCA
2503
Mill Creek Capital Advisors
Pennsylvania
$374K – – –
MIM
2504
Miller Investment Management
Pennsylvania
$373K – – –
TSWM
2505
Tyler-Stone Wealth Management
Ohio
$373K +$1.34K +19 +0.4%
BCM
2506
Becker Capital Management
Oregon
$373K -$4.42K -62 -1%
AP
2507
Advisors Preferred
Maryland
$372K -$364K -5,083 -49%
TA
2508
TrueWealth Advisors
Alabama
$371K +$71 +1 +0%
JF
2509
Joule Financial
Kentucky
$370K +$713 +10 +0.2%
BWM
2510
Blossom Wealth Management
California
$370K +$15.2K +215 +4%
AMCA
2511
Arthur M. Cohen & Associates
Illinois
$370K +$106K +1,500 +40%
NFC
2512
Northstar Financial Companies
Pennsylvania
$370K +$71 +1 +0%
DA
2513
Doliver Advisors
Texas
$369K -$444K -6,279 -55%
SSWM
2514
Strait & Sound Wealth Management
California
$369K -$74.8K -1,057 -17%
AWM
2515
Aegis Wealth Management
Maryland
$369K – – –
SCM
2516
Silvant Capital Management
Georgia
$369K – – –
NWAG
2517
Net Worth Advisory Group
Utah
$369K +$83.7K +1,183 +29%
MAG
2518
MRA Advisory Group
New Jersey
$368K -$77.6K -1,097 -17%
SDWIA
2519
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$367K – – –
EL
2520
EWA LLC
Pennsylvania
$367K +$94.5K +1,335 +35%
MWS
2521
MFA Wealth Services
California
$366K +$7K +99 +2%
CPL
2522
Capital & Planning LLC
Georgia
$366K -$10K -142 -3%
SLG
2523
Stanley-Laman Group
Pennsylvania
$365K -$303K -4,280 -45%
VIPI
2524
Vista Investment Partners II
Indiana
$365K +$57K +806 +19%
PAA
2525
Peregrine Asset Advisers
Oregon
$365K +$3.82K +54 +1%
99 100
101
102 103