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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
2626
MBB Public Markets
Illinois
$335K +$335K +4,680 New
AWM
2627
Avaii Wealth Management
Wisconsin
$335K -$3.87K -54 -1%
HWA
2628
HMV Wealth Advisors
Louisiana
$335K – – –
AWC
2629
Adamsbrown Wealth Consultants
Kansas
$334K -$23.1K -323 -6%
AAM
2630
Augustine Asset Management
Florida
$334K -$1K -14 -0.3%
VAG
2631
VisionPoint Advisory Group
Texas
$333K +$221K +3,090 +197%
AFG
2632
Albion Financial Group
Utah
$333K -$16K -223 -5%
CTB
2633
Country Trust Bank
Illinois
$333K -$12.5K -175 -4%
AI
2634
AXS Investments
New York
$332K -$55.9K -780 -14%
BA
2635
Baugh & Associates
Georgia
$331K +$7.07K +100 +2%
FFA
2636
Fi3 Financial Advisors
Indiana
$331K +$45.3K +632 +16%
MQWP
2637
Morey & Quinn Wealth Partners
Nebraska
$330K +$37.2K +520 +13%
HRC
2638
Hoertkorn Richard Charles
$330K – – –
BWFA
2639
Baltimore-Washington Financial Advisors
Maryland
$329K +$16.3K +228 +5%
WAG
2640
Winthrop Advisory Group
Massachusetts
$328K -$2.16K -30 -0.7%
HCP
2641
Holt Capital Partners
Texas
$328K – – –
CPCP
2642
Cedar Point Capital Partners
Iowa
$328K +$215 +3 +0.1%
HIM
2643
Hanlon Investment Management
New Jersey
$327K -$36.5K -509 -10%
KW
2644
Keyvantage Wealth
Pennsylvania
$326K +$58.4K +815 +22%
WTFG
2645
Wood Tarver Financial Group
Idaho
$326K -$14.3K -200 -4%
NCM
2646
NCM Capital Management
New Jersey
$326K – – –
ZIG
2647
Zuckerman Investment Group
Illinois
$325K -$6.8K -95 -2%
TWPM
2648
Total Wealth Planning & Management
Florida
$324K -$423K -5,900 -57%
FCM
2649
Family Capital Management
Michigan
$324K +$25.1K +351 +8%
SC
2650
Sepio Capital
Utah
$323K +$501 +7 +0.2%
104 105
106
107 108