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 %
LC
3226
Lavaca Capital
Texas
$35.2K – – –
MMCM
3227
Murphy & Mullick Capital Management
New York
$35K -$8.74K -122 -20%
BI
3228
Binnacle Investments
Iowa
$35K +$35K +488 New
VWM
3229
Vermillion Wealth Management
Minnesota
$34.9K -$14.7K -205 -30%
RI
3230
Ridgewood Investments
New Jersey
$34.2K +$20.4K +285 +148%
TWD
3231
True Wealth Design
Ohio
$34.2K +$5.37K +75 +19%
FFA
3232
Frazier Financial Advisors
Ohio
$33.8K -$3.73K -52 -10%
CWM
3233
Crowley Wealth Management
Delaware
$33.2K +$2.08K +29 +7%
MS
3234
Mizuho Securities
Japan
$32.9K +$25.8K +360 +360%
CWA
3235
Carolina Wealth Advisors
South Carolina
$32.3K +$7.23K +101 +29%
MAM
3236
Meeder Asset Management
Ohio
$32.2K -$15.3K -214 -32%
NMG
3237
New Millennium Group
Utah
$31.7K -$573 -8 -2%
BFS
3238
Bare Financial Services
Pennsylvania
$31.5K +$3.87K +54 +14%
GC
3239
Garde Capital
Washington
$30.4K +$30.4K +425 New
WAM
3240
WFA Asset Management
Wisconsin
$30.2K -$490 -8 -2%
GA
3241
GoalVest Advisory
New York
$30.2K +$3.87K +54 +15%
BWM
3242
Bernard Wealth Management
Michigan
$29.6K +$8.45K +118 +40%
LC
3243
Luminist Capital
Michigan
$28.7K – – –
TLCM
3244
Twin Lakes Capital Management
California
$28.6K – – –
MWA
3245
Miller Wealth Advisors
Colorado
$27.9K +$20.8K +290 +290%
CFG
3246
CKW Financial Group
Hawaii
$27K +$72 +1 +0.3%
HCM
3247
Horrell Capital Management
Arkansas
$25.7K – – –
1M
3248
1248 Management
Missouri
$25.6K +$25.6K +355 New
YAL
3249
Your Advocates Ltd
Texas
$25.2K -$17.9K -250 -42%
VWA
3250
Valued Wealth Advisors
Utah
$25.2K +$577 +8 +2%
128 129
130
131 132