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Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
3026
TCFG Wealth Management
California
$203K +$1.13K +16 +0.6%
CC
3027
Copperleaf Capital
North Carolina
$203K +$203K +2,865 New
MCM
3028
McRae Capital Management
New Jersey
$202K
MFG
3029
Menard Financial Group
Texas
$202K
CCM
3030
Carderock Capital Management
Maryland
$202K
FA
3031
Fermata Advisors
California
$202K -$252K -3,556 -56%
AWP
3032
Axis Wealth Partners
Rhode Island
$201K +$201K +2,847 New
SPI
3033
Santori & Peters Inc
Pennsylvania
$201K
AF
3034
Affiance Financial
Minnesota
$201K -$11K -155 -5%
SWM
3035
Shakespeare Wealth Management
Wisconsin
$201K -$69.5K -983 -26%
AFP
3036
Alpha Financial Partners
Kentucky
$200K -$14.3K -202 -7%
BB
3037
Berkshire Bank
Massachusetts
$200K -$7.08K -100 -3%
CCAM
3038
Cascades Capital Asset Management
North Carolina
$200K +$62.8K +887 +46%
SIC
3039
SJS Investment Consulting
Ohio
$199K -$50K -707 -20%
BC
3040
Barrett & Company
Rhode Island
$197K
AT
3041
Avalon Trust
New Mexico
$197K +$12.9K +182 +7%
PSB
3042
Piscataqua Savings Bank
New Hampshire
$195K +$3.18K +45 +2%
SC
3043
Stephens Consulting
Michigan
$193K +$11K +155 +6%
NCM
3044
Northwest Capital Management
Oregon
$191K -$110K -1,554 -37%
BCM
3045
Boreal Capital Management
Florida
$190K +$190K +2,667 New
PK
3046
Pflug Koory
Nebraska
$189K
PWA
3047
Physician Wealth Advisors
Utah
$189K +$7.07K +100 +4%
TFGT
3048
TS Financial Group (TSFG)
Illinois
$188K +$19.3K +273 +11%
C
3049
Covestor
United Kingdom
$186K -$57.7K -813 -24%
MSG
3050
Main Street Group
Virginia
$186K -$5.45K -77 -3%