KO icon

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 %
PCM
2951
Prelude Capital Management
New York
$230K -$1.48M -20,635 -87%
SWIG
2952
Strategic Wealth Investment Group
Kentucky
$230K -$900K -12,566 -80%
HF
2953
Holcombe Financial
Georgia
$229K +$229K +3,204 New
PWM
2954
Power Wealth Management
Georgia
$229K -$20.1K -280 -8%
YWS
2955
Yarger Wealth Strategies
Ohio
$229K +$229K +3,201 New
RK
2956
Rather & Kittrell
Tennessee
$229K +$229K +3,200 New
UC
2957
Unio Capital
New Jersey
$229K +$229K +3,200 New
PJSIMP
2958
P.J. Schmidt Investment Management (PJS)
Wisconsin
$229K -$9.45K -132 -4%
WFA
2959
WMG Financial Advisors
Tennessee
$228K +$228K +3,189 New
IAG
2960
Ipsen Advisor Group
Arkansas
$228K -$7.38K -103 -3%
CFS
2961
Compass Financial Services
Iowa
$228K +$51.4K +718 +29%
SDH
2962
Sloy Dahl & Holst
Washington
$227K +$227K +3,166 New
IFPG
2963
Intrepid Financial Planning Group
Indiana
$226K +$226K +3,162 New
FM
2964
Family Management
New York
$226K -$35.8K -500 -14%
WAS
2965
Wealth Advisory Solutions
Indiana
$226K -$95.3K -1,330 -30%
Legacy Financial Group (Iowa)
2966
Legacy Financial Group (Iowa)
Iowa
$226K +$226K +3,156 New
GCP
2967
Gill Capital Partners
Colorado
$225K +$225K +3,143 New
CB
2968
Centennial Bank
Arkansas
$225K -$1.79K -25 -0.8%
MCP
2969
Martin Capital Partners
Oregon
$224K -$2.05M -28,593 -90%
DHC
2970
Drum Hill Capital
Connecticut
$224K +$224K +3,125 New
LPFG
2971
Landing Point Financial Group
Ohio
$224K -$22.9K -320 -9%
KA
2972
Kooman & Associates
Pennsylvania
$224K +$224K +3,123 New
CIC
2973
Cutler Investment Counsel
Oregon
$223K +$223K +3,096 New
HHWM
2974
Hiley Hunt Wealth Management
Nebraska
$223K +$223K +3,100 New
WJA
2975
Willis Johnson & Associates
Texas
$222K +$222K +3,101 New
117 118
119
120 121