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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 %
EAM
3226
Eukles Asset Management
Ohio
$22.1K – – –
BFP
3227
Briaud Financial Planning
Texas
$22K – – –
MCA
3228
Midwest Capital Advisors
Michigan
$21.9K – – –
KG
3229
Kilter Group
New York
$21.9K +$21.9K +309 New
W
3230
WealthCollab
Washington
$21.2K – – –
BWM
3231
Bernard Wealth Management
Michigan
$20.9K -$8.35K -118 -29%
CW
3232
Curio Wealth
Maryland
$20.5K +$20.2K +285 +5,700%
WCM
3233
WealthTrak Capital Management
Virginia
$20.2K +$3.18K +45 +19%
MHIP
3234
Mountain Hill Investment Partners
New Jersey
$20.1K – – –
IWM
3235
Inlight Wealth Management
Georgia
$19.6K -$71 -1 -0.4%
TCM
3236
Traub Capital Management
Massachusetts
$18.5K +$18.5K +262 New
HIA
3237
HFM Investment Advisors
New Jersey
$18.2K +$1.48K +21 +9%
SRCM
3238
Signature Resources Capital Management
California
$18K +$3.75K +53 +26%
FG
3239
Fairman Group
Pennsylvania
$18K – – –
HC
3240
Hurley Capital
New York
$17.7K -$1.84K -26 -9%
1L
3241
10Elms LLP
Oklahoma
$17K – – –
TFG
3242
Team Financial Group
California
$16.3K +$16.3K +230 New
SC
3243
Steph & Co
Wisconsin
$16.1K -$424 -6 -3%
SR
3244
Syntax Research
Florida
$14.2K – – –
GPFA
3245
Game Plan Financial Advisors
Ohio
$14.2K – – –
DRP
3246
Decker Retirement Planning
Utah
$14.2K +$14.2K +200 New
MSWA
3247
Marshall & Sterling Wealth Advisors
New York
$13.9K +$212 +3 +2%
PWA
3248
Principia Wealth Advisory
Texas
$13.1K +$4.67K +66 +55%
BCWM
3249
Ball & Co Wealth Management
Tennessee
$13K +$71 +1 +0.5%
STB
3250
S&T Bank
Pennsylvania
$12.7K +$10.2K +144 +411%
128 129
130
131 132