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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 %
IHWM
2526
Iron Horse Wealth Management
Iowa
$365K -$5.31K -75 -1%
BWG
2527
Berry Wealth Group
Texas
$364K +$131K +1,849 +56%
BDA
2528
Borer Denton & Associates
Pennsylvania
$364K – – –
BCM
2529
Buckhead Capital Management
Georgia
$363K – – –
MFC
2530
Morris Financial Concepts
South Carolina
$362K -$231K -3,270 -39%
HA
2531
Huntleigh Advisors
Missouri
$362K -$6.58K -93 -2%
SWM
2532
Sterling Wealth Management
Illinois
$362K +$362K +5,118 New
RC
2533
Rovin Capital
Arizona
$362K -$5.59K -79 -2%
ATFA
2534
All Terrain Financial Advisors
Minnesota
$361K -$14.2K -200 -4%
AL
2535
ADE LLC
Maryland
$360K -$19.1K -270 -5%
IAG
2536
Investmark Advisory Group
Connecticut
$360K -$2.83K -40 -0.8%
DWG
2537
Darden Wealth Group
Michigan
$359K – – –
AWC
2538
Adamsbrown Wealth Consultants
Kansas
$359K +$29.1K +412 +9%
BF
2539
bLong Financial
Tennessee
$357K – – –
DI
2540
Disciplined Investors
Texas
$357K +$566 +8 +0.2%
MA
2541
Mezzasalma Advisors
New Jersey
$357K -$115K -1,619 -24%
KIG
2542
Kessler Investment Group
Indiana
$357K -$17.7K -250 -5%
RCP
2543
Rothschild Capital Partners
New York
$357K – – –
RFA
2544
Rollins Financial Advisors
New York
$357K -$39.8K -563 -10%
SPC
2545
Spirepoint Private Client
Florida
$356K -$354 -5 -0.1%
IW
2546
Instrumental Wealth
Florida
$355K +$19.6K +282 +6%
GAA
2547
Guardian Asset Advisors
Pennsylvania
$355K -$2.55K -36 -0.7%
BWG
2548
Boomfish Wealth Group
Georgia
$354K -$100K -1,418 -22%
WP
2549
WealthPLAN Partners
Nebraska
$354K +$65.6K +927 +23%
AWA
2550
Acorn Wealth Advisors
Michigan
$354K -$8.35K -118 -2%
100 101
102
103 104