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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 %
AIA
2926
Accelerate Investment Advisors
California
$226K +$23K +325 +11%
IWS
2927
Insight Wealth Strategies
California
$225K +$17.4K +243 +8%
AFG
2928
ABLE Financial Group
Arizona
$224K -$46.7K -660 -17%
IAP
2929
Indie Asset Partners
Indiana
$224K -$388K -5,483 -63%
SPP
2930
Single Point Partners
Massachusetts
$224K -$8.41K -118 -4%
SDH
2931
Sloy Dahl & Holst
Washington
$224K – – –
NCFG
2932
New Century Financial Group
New Jersey
$224K -$201K -2,846 -47%
IFPG
2933
Intrepid Financial Planning Group
Indiana
$224K – – –
PWM
2934
Power Wealth Management
Georgia
$224K -$2.9K -41 -1%
Legacy Financial Group (Iowa)
2935
Legacy Financial Group (Iowa)
Iowa
$224K +$283 +4 +0.1%
IA
2936
IAM Advisory
Pennsylvania
$223K +$21.4K +302 +11%
LWA
2937
Lantern Wealth Advisors
New York
$223K +$223K +3,156 New
MWPCG
2938
Measured Wealth Private Client Group
New Hampshire
$223K +$223K +3,152 New
FA
2939
FDx Advisors
Illinois
$223K -$77.8K -1,098 -26%
GAM
2940
Grandview Asset Management
Pennsylvania
$223K +$223K +3,152 New
PF
2941
Prosperitas Financial
California
$223K +$223K +3,148 New
LPFG
2942
Landing Point Financial Group
Ohio
$223K +$1.63K +23 +0.7%
WAS
2943
Wealth Advisory Solutions
Indiana
$222K -$1.06K -15 -0.5%
GCP
2944
Gill Capital Partners
Colorado
$222K – – –
FM
2945
Family Management
New York
$222K -$1.49K -21 -0.7%
HHWM
2946
Hiley Hunt Wealth Management
Nebraska
$221K +$1.28K +18 +0.6%
DHC
2947
Drum Hill Capital
Connecticut
$221K – – –
WH
2948
Willner & Heller
California
$221K -$16.1K -227 -7%
QFW
2949
QTR Family Wealth
Florida
$221K +$221K +3,117 New
CIC
2950
Cutler Investment Counsel
Oregon
$220K -$356 -5 -0.2%
116 117
118
119 120