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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 %
SA
2776
SL Advisors
New Jersey
$277K -$8.81K -123 -3%
NCTC
2777
New Covenant Trust Company
Indiana
$277K -$16.4K -233 -6%
GWAM
2778
Guardian Wealth Advisors (Minnesota)
Minnesota
$276K -$2.87K -40 -1%
WPC
2779
White Pine Capital
Minnesota
$276K +$12.2K +171 +5%
HWM
2780
Hemington Wealth Management
Virginia
$276K +$30.5K +427 +12%
CSA
2781
Cottage Street Advisors
Massachusetts
$276K -$7.16K -100 -3%
AWM
2782
Accel Wealth Management
Iowa
$276K -$859 -12 -0.3%
EL
2783
EWA LLC
Pennsylvania
$276K -$3.58K -50 -1%
MLFP
2784
MPS Loria Financial Planners
Illinois
$276K +$860 +12 +0.3%
PCM
2785
Princeton Capital Management
New Jersey
$276K – – –
BA
2786
Bristlecone Advisors
Washington
$275K +$275K +3,843 New
ZAM
2787
Zevin Asset Management
Massachusetts
$275K -$3.94K -55 -1%
NCM
2788
Northside Capital Management
Oregon
$275K – – –
LT
2789
Legacy Trust
Michigan
$274K – – –
AFG
2790
ABLE Financial Group
Arizona
$274K +$5.8K +81 +2%
SWM
2791
Shakespeare Wealth Management
Wisconsin
$274K +$72 +1 +0%
CIG
2792
Cascade Investment Group
Colorado
$272K +$4.01K +56 +1%
NCM
2793
Noesis Capital Mangement
Florida
$272K +$272K +3,794 New
DWP
2794
Destiny Wealth Partners
Florida
$271K -$9.24K -129 -3%
CCB
2795
Cutter & Co Brokerage
Missouri
$270K -$352K -4,915 -57%
IA
2796
Insight Advisors
Pennsylvania
$270K -$1.65K -23 -0.6%
SFG
2797
Socha Financial Group
New York
$270K – – –
BMCM
2798
Burns Matteson Capital Management
New York
$270K -$14K -196 -5%
PRTG
2799
Post Resch Tallon Group
New York
$270K -$9.31K -130 -3%
OAS
2800
Optivise Advisory Services
Tennessee
$269K -$122K -1,703 -31%
110 111
112
113 114