KO icon

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 %
BMWM
2826
Brown Miller Wealth Management
Virginia
$252K +$71 +1 +0%
CWA
2827
CM Wealth Advisors
Ohio
$252K – – –
FWP
2828
Fiduciary Wealth Partners
Massachusetts
$251K +$101K +1,422 +67%
VPWA
2829
Vestia Personal Wealth Advisors
Indiana
$251K -$24.9K -353 -9%
BL
2830
BFSG LLC
California
$251K -$13.8K -195 -5%
TWP
2831
Tower Wealth Partners
Pennsylvania
$251K +$251K +3,543 New
FFA
2832
Fi3 Financial Advisors
Indiana
$251K -$79.5K -1,112 -24%
CIA
2833
Cascade Investment Advisors
Oregon
$251K -$12.6K -178 -5%
SWM
2834
Scissortail Wealth Management
Oklahoma
$251K +$566 +8 +0.2%
BWM
2835
Buckley Wealth Management
Nevada
$250K – – –
SFC
2836
Swisher Financial Concepts
Ohio
$250K +$920 +13 +0.4%
TFA
2837
Tobias Financial Advisors
Florida
$250K -$2.05K -29 -0.8%
LAM
2838
Lifestyle Asset Management
Texas
$250K +$23.3K +330 +10%
SPWG
2839
Syntegra Private Wealth Group
Missouri
$250K -$5.38K -76 -2%
NWWA
2840
New Wave Wealth Advisors
Arkansas
$249K +$1.56K +22 +0.6%
TFG
2841
Taylor Financial Group
Virginia
$249K – – –
YWS
2842
Yarger Wealth Strategies
Ohio
$248K +$22K +311 +10%
HCA
2843
Heck Capital Advisors
Wisconsin
$248K +$16.7K +235 +7%
BWS
2844
Broadway Wealth Solutions
Texas
$248K +$8.49K +120 +4%
VNA
2845
Valley National Advisers
Pennsylvania
$247K -$635 -9 -0.3%
TIM
2846
Tortoise Investment Management
New York
$247K +$138K +1,956 +128%
MWP
2847
Meriwether Wealth & Planning
Louisiana
$246K -$49.3K -697 -17%
CCC
2848
Chelsea Counsel Company
California
$246K – – –
MWP
2849
Meridian Wealth Partners
Pennsylvania
$246K +$9.13K +129 +4%
NPFS
2850
Novak & Powell Financial Services
Florida
$246K +$1.77K +25 +0.7%
112 113
114
115 116