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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 %
SFM
3376
Signet Financial Management
New Jersey
– -$240K -3,355 Closed
CF
3377
Convergence Financial
Missouri
– -$235K -3,278 Closed
MWM
3378
MinichMacGregor Wealth Management
New York
– -$233K -3,250 Closed
AIP
3379
Arrowpoint Investment Partners
Singapore
– -$232K -3,242 Closed
IAG
3380
Investment Advisory Group
Massachusetts
– -$232K -3,233 Closed
PCM
3381
Prelude Capital Management
New York
– -$230K -3,205 Closed
MCP
3382
Martin Capital Partners
Oregon
– -$224K -3,130 Closed
KA
3383
Kooman & Associates
Pennsylvania
– -$224K -3,123 Closed
NJBEST
3384
New Jersey Better Educational Savings Trust
New Jersey
– -$217K -3,028 Closed
GPW
3385
Genesis Private Wealth
Virginia
– -$215K -3,007 Closed
AWS
3386
Aspen Wealth Strategies
Colorado
– -$215K -3,005 Closed
EWA
3387
ERTS Wealth Advisors
Michigan
– -$215K -3,001 Closed
MTIM
3388
Marathon Trading Investment Management
Pennsylvania
– -$215K -3,000 Closed
HAM
3389
Hedges Asset Management
Nevada
– -$215K -3,000 Closed
LFA
3390
Lauterbach Financial Advisors
Texas
– -$213K -2,975 Closed
FWM
3391
Focused Wealth Management
New York
– -$212K -2,964 Closed
WC
3392
Wolfstich Capital
Massachusetts
– -$211K -2,952 Closed
NA
3393
Novus Advisors
South Carolina
– -$210K -2,933 Closed
PA
3394
Persium Advisors
Georgia
– -$210K -2,929 Closed
SRWM
3395
Shira Ridge Wealth Management
California
– -$209K -2,919 Closed
EWA
3396
Encompass Wealth Advisors
Oregon
– -$208K -2,908 Closed
WTB
3397
Washington Trust Bank
Washington
– -$208K -2,906 Closed
CI
3398
Ceera Investments
Texas
– -$206K -2,878 Closed
GFG
3399
Goldstone Financial Group
Illinois
– -$206K -2,870 Closed
BPFA
3400
Barnes Pettey Financial Advisors
Mississippi
– -$203K -2,836 Closed
134 135
136
137 138