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Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
2701
Prosperity Financial Group
California
$298K +$55.8K +779 +23%
GSWM
2702
Golden State Wealth Management
California
$298K +$51.6K +720 +21%
BEAM
2703
Baker Ellis Asset Management
Washington
$297K -$26.9K -375 -8%
ITIM
2704
Indiana Trust & Investment Management
Indiana
$297K +$716 +10 +0.2%
LTI
2705
Laffer Tengler Investments
Tennessee
$297K
TFM
2706
TFC Financial Management
Massachusetts
$297K -$31.5K -440 -10%
SEP
2707
Southland Equity Partners
Missouri
$296K +$14.8K +207 +5%
VPP
2708
Vertex Planning Partners
Illinois
$296K +$15K +209 +5%
CVA
2709
Central Valley Advisors
California
$295K -$36.2K -505 -11%
CWA
2710
Canvas Wealth Advisors
Kansas
$295K +$295K +3,994 New
DA
2711
Dillon & Associates
Michigan
$295K -$176K -2,450 -37%
6F
2712
626 Financial
Michigan
$294K +$8.09K +113 +3%
CWM
2713
Cabot Wealth Management
Massachusetts
$294K +$25.7K +359 +10%
CI
2714
Cherokee Insurance
Michigan
$294K
GWCM
2715
Godshalk Welsh Capital Management
Pennsylvania
$294K
DC
2716
DeDora Capital
California
$294K -$58K -810 -17%
DWAM
2717
Duncan Williams Asset Management
Tennessee
$293K -$36.3K -507 -11%
PFM
2718
Phillips Financial Management
Indiana
$293K +$18.3K +256 +7%
FWP
2719
Falcon Wealth Planning
California
$293K +$293K +4,092 New
HG
2720
Harbor Group
New Hampshire
$293K
KSWWM
2721
Keyes Stange & Wooten Wealth Management
Florida
$292K
OL
2722
Owen LaRue
Kentucky
$292K -$487K -6,804 -63%
WP
2723
WealthPLAN Partners
Nebraska
$292K -$74.6K -1,042 -20%
TA
2724
TruWealth Advisors
Louisiana
$291K -$11.6K -162 -4%
CWM
2725
CarsonAllaria Wealth Management
Illinois
$291K -$72 -1 -0%