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Coca-Cola
KO

Overview Fund Activity

3,298 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, 1,351 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,298
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
1,351
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 %
CFG
3351
Clayton Financial Group
Missouri
– -$419K -5,852 Closed
SPWG
3352
Sage Private Wealth Group
Illinois
– -$406K -5,664 Closed
CA
3353
Crumly & Associates
Illinois
– -$403K -5,627 Closed
KIC
3354
Keating Investment Counselors
Florida
– -$394K -5,500 Closed
BOTPPF
3355
Board of the Pension Protection Fund
United Kingdom
– -$380K -5,300 Closed
CCA
3356
Corps Capital Advisors
Texas
– -$368K -5,134 Closed
TFF
3357
The Family Firm
Maryland
– -$351K -4,906 Closed
CCA
3358
Clearwater Capital Advisors
Illinois
– -$344K -4,806 Closed
TSWM
3359
Triangle Securities Wealth Management
North Carolina
– -$322K -4,501 Closed
FWM
3360
ForthRight Wealth Management
Georgia
– -$301K -4,197 Closed
AWP
3361
Abacus Wealth Partners
California
– -$288K -4,021 Closed
FA
3362
FSA Advisors
Michigan
– -$283K -3,952 Closed
CCB
3363
Cutter & Co Brokerage
Missouri
– -$270K -3,776 Closed
JFGLC
3364
Johnson Financial Group LLC (Colorado)
Colorado
– -$262K -3,660 Closed
UFF
3365
USA Financial Formulas
Michigan
– -$262K -3,659 Closed
G
3366
GenTrust
Florida
– -$264K -3,659 Closed
GWM
3367
Greenwich Wealth Management
Connecticut
– -$262K -3,658 Closed
WKSWA
3368
White Knight Strategic Wealth Advisors
New Jersey
– -$260K -3,629 Closed
GFM
3369
GF Fund Management
China
– -$259K -3,617 Closed
5SA
3370
5th Street Advisors
Connecticut
– -$258K -3,600 Closed
AG
3371
Algert Global
California
– -$253K -3,537 Closed
ARMT
3372
Amica Retiree Medical Trust
Rhode Island
– -$250K -3,487 Closed
SC
3373
Schoolcraft Capital
Colorado
– -$248K -3,462 Closed
SFC
3374
Strategic Financial Concepts
Texas
– -$246K -3,431 Closed
CWC
3375
Carolinas Wealth Consulting
North Carolina
– -$245K -3,419 Closed
133 134
135
136 137