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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 %
CFO
2676
Colony Family Offices
North Carolina
$298K -$73.8K -1,035 -20%
RIM
2677
Redwood Investment Management
Arizona
$298K -$211K -2,983 -41%
MQWP
2678
Morey & Quinn Wealth Partners
Nebraska
$298K -$28.3K -400 -9%
MFG
2679
Mosaic Financial Group
Illinois
$297K – – –
TC
2680
Trust Company
Kansas
$296K -$1.42K -20 -0.5%
PFM
2681
Phillips Financial Management
Indiana
$296K +$6.79K +96 +2%
FM
2682
Foster & Motley
Ohio
$296K -$84.3K -1,190 -22%
CWA
2683
Canvas Wealth Advisors
Kansas
$295K +$23K +338 +8%
BI
2684
BFI Infinity
Switzerland
$295K -$237K -3,356 -45%
CC
2685
Climber Capital
Switzerland
$295K -$15K -213 -5%
DWAM
2686
Duncan Williams Asset Management
Tennessee
$294K +$4.6K +65 +2%
OFO
2687
OneAscent Family Office
Alabama
$294K -$269K -3,806 -48%
BEAM
2688
Baker Ellis Asset Management
Washington
$294K – – –
ST
2689
Sageworth Trust
Pennsylvania
$294K -$3.18K -45 -1%
CWMG
2690
Compass Wealth Management (Georgia)
Georgia
$293K +$293K +4,141 New
KFG
2691
Kelly Financial Group
Connecticut
$293K -$69.8K -979 -19%
DC
2692
DeDora Capital
California
$292K +$1.7K +24 +0.6%
VPP
2693
Vertex Planning Partners
Illinois
$291K -$1.06K -15 -0.4%
KSWWM
2694
Keyes Stange & Wooten Wealth Management
Florida
$291K +$1.98K +28 +0.7%
CWM
2695
Cabot Wealth Management
Massachusetts
$291K +$212 +3 +0.1%
IA
2696
IFG Advisors
Missouri
$290K +$35.4K +500 +14%
CI
2697
Cherokee Insurance
Michigan
$290K – – –
ANB
2698
Amarillo National Bank
Texas
$290K -$14.2K -200 -5%
WAM
2699
Worth Asset Management
Texas
$290K +$290K +4,094 New
CVA
2700
Central Valley Advisors
California
$290K -$2.19K -31 -0.8%
106 107
108
109 110