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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 %
BPFA
3051
Barnes Pettey Financial Advisors
Mississippi
$203K +$203K +2,836 New
ACM
3052
Aljian Capital Management
Nevada
$203K +$203K +2,828 New
TCG
3053
Transcendent Capital Group
Oklahoma
$202K +$34.7K +484 +21%
CWM
3054
Cherrydale Wealth Management
New Jersey
$201K +$201K +2,810 New
PIA
3055
Powell Investment Advisors
Florida
$201K +$201K +2,789 New
AFGAS
3056
Allegiance Financial Group Advisory Services
Virginia
$201K +$201K +2,804 New
BWM
3057
Boyd Wealth Management
California
$201K +$201K +2,803 New
ACM
3058
AUA Capital Management
Pennsylvania
$201K +$201K +2,802 New
SFI
3059
SPC Financial Inc
Maryland
$201K +$201K +2,800 New
FWM
3060
Forza Wealth Management
Florida
$200K +$200K +2,798 New
BC
3061
Barrett & Company
Rhode Island
$199K – – –
CPG
3062
Cornerstone Planning Group
New Jersey
$196K +$61.1K +834 +45%
PSB
3063
Piscataqua Savings Bank
New Hampshire
$194K – – –
MSG
3064
Main Street Group
Virginia
$193K -$2.93K -41 -1%
RS
3065
Rakuten Securities
Japan
$192K -$132K -1,838 -41%
PK
3066
Pflug Koory
Nebraska
$192K – – –
FDW
3067
Fourth Dimension Wealth
Ohio
$191K +$7.16K +100 +4%
T
3068
TOBAM
France
$191K -$474K -6,606 -71%
SAS
3069
Stelac Advisory Services
New York
$190K +$14.7K +204 +8%
WFA
3070
Wellspring Financial Advisors
Ohio
$190K -$7.28K -400 -4%
ACA
3071
Atlas Capital Advisors
Wyoming
$188K – – –
AT
3072
Avalon Trust
New Mexico
$186K -$23.4K -327 -11%
PWA
3073
Physician Wealth Advisors
Utah
$184K – – –
SC
3074
Stephens Consulting
Michigan
$184K -$20.8K -291 -10%
IWM
3075
IMG Wealth Management
Florida
$182K – – –
121 122
123
124 125