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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 %
TPWA
3001
Twin Peaks Wealth Advisors
California
$209K +$209K +2,958 New
SCM
3002
Saxony Capital Management
Missouri
$209K -$21.2K -300 -9%
YDMI
3003
Y.D. More Investments
Israel
$208K -$57.1K -808 -22%
DG
3004
DMC Group
Alabama
$208K -$3.82K -54 -2%
LCM
3005
Leisure Capital Management
California
$208K +$208K +2,940 New
FWM
3006
Foguth Wealth Management
Michigan
$207K -$30.2K -427 -13%
SPI
3007
Sutton Place Investors
New York
$207K +$207K +2,931 New
KI
3008
Kapitalo Investimentos
Brazil
$207K +$207K +2,921 New
WDL
3009
Well Done LLC
Michigan
$207K -$97.6K -1,379 -32%
SAS
3010
Stelac Advisory Services
New York
$206K +$18.6K +262 +10%
CM
3011
Cercano Management
Washington
$206K -$5.09K -72 -2%
HB
3012
Horizon Bancorp
Indiana
$206K -$7.09K -100 -3%
TCG
3013
Transcendent Capital Group
Oklahoma
$206K +$6.37K +90 +3%
AA
3014
Apriem Advisors
California
$206K +$206K +2,907 New
PIM
3015
Pullen Investment Management
Florida
$206K -$45.7K -646 -18%
EPP
3016
ETF Portfolio Partners
Kansas
$205K – – –
SWA
3017
Sightline Wealth Advisors
Connecticut
$205K +$205K +2,898 New
WFA
3018
Wellspring Financial Advisors
Ohio
$205K +$24.5K +1,415 +14%
SB
3019
Semitam Bonam
New York
$204K +$204K +2,881 New
4A
3020
4Wealth Advisors
Illinois
$204K +$283 +4 +0.1%
IIA
3021
Integral Investment Advisors
California
$203K -$4.46K -63 -2%
RLH
3022
RD Lewis Holdings
Florida
$203K +$141 +2 +0.1%
KLI
3023
Kelman-Lazarov Inc
Tennessee
$203K +$203K +2,872 New
ACC
3024
Acorn Creek Capital
Colorado
$203K +$1.2K +17 +0.6%
BSTWA
3025
Blake Schutter Theil Wealth Advisors
Ohio
$203K +$203K +2,866 New
119 120
121
122 123