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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 %
SPIA
2876
Strategic Point Investment Advisors
Rhode Island
$239K – – –
IWP
2877
Insight Wealth Partners
Texas
$239K +$239K +3,380 New
CSA
2878
Cottage Street Advisors
Massachusetts
$239K -$33.7K -476 -12%
EA
2879
Echo45 Advisors
California
$239K +$239K +3,373 New
LAS
2880
Lloyd Advisory Services
Georgia
$238K +$1.84K +26 +0.8%
AFW
2881
Avantra Family Wealth
Pennsylvania
$238K +$141 +2 +0.1%
JWM
2882
Jessup Wealth Management
Ohio
$237K +$849 +12 +0.4%
JEST
2883
JTC Employer Solutions Trustee
Jersey
$236K – – –
IPA
2884
Investment Planning Advisors
Georgia
$236K – – –
CGH
2885
CMG Global Holdings
Texas
$236K -$8.85K -130 -4%
MCAI
2886
Members Capital Advisors Inc
Wisconsin
$235K – – –
AC
2887
Attessa Capital
Arizona
$233K – – –
PBO
2888
Peoples Bank (Ohio)
Ohio
$233K +$3.54K +50 +2%
HAM
2889
Harmony Asset Management
Arizona
$233K -$7.08K -100 -3%
SWA
2890
Sax Wealth Advisors
New Jersey
$233K +$233K +3,294 New
TPW
2891
Transatlantique Private Wealth
New York
$233K – – –
SWM
2892
Stonebridge Wealth Management
Illinois
$233K +$233K +3,292 New
BCMLT
2893
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K -$16.3K -231 -7%
NCG
2894
Newport Capital Group
New Jersey
$233K -$1.13K -16 -0.5%
EGA
2895
E&G Advisors
Texas
$233K – – –
GWAM
2896
Guardian Wealth Advisors (Minnesota)
Minnesota
$232K -$40.5K -572 -15%
CA
2897
Claris Advisors
Missouri
$232K -$49.6K -701 -18%
GFG
2898
Grantvest Financial Group
New Jersey
$232K +$71 +1 +0%
NC
2899
North Capital
Utah
$232K -$2.83K -40 -1%
SRA
2900
Secured Retirement Advisors
Minnesota
$232K +$232K +3,275 New
114 115
116
117 118