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Coca-Cola

3,360 hedge funds and large institutions have $227B invested in Coca-Cola in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,406 increasing their positions, 1,374 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 137

28% more call options, than puts

Call options by funds: $2.22B | Put options by funds: $1.73B

2% more repeat investments, than reductions

Existing positions increased: 1,406 | Existing positions reduced: 1,374

1% more capital invested

Capital invested by funds: $225B → $227B (+$1.6B)

0.27% more ownership

Funds ownership: 73.05%73.32% (+0.27%)

0% less funds holding

Funds holding: 3,3653,360 (-5)

23% less funds holding in top 10

Funds holding in top 10: 8868 (-20)

Holders
3,360
Holders Change
-5
Holders Change %
-0.15%
% of All Funds
44.23%
Holding in Top 10
68
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-22.73%
% of All Funds
0.9%
New
176
Increased
1,406
Reduced
1,374
Closed
137
Calls
$2.22B
Puts
$1.73B
Net Calls
+$492M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
26
Capital International Investors
California
$1.45B -$500M -7,013,792 -26%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$1.31B +$173M +2,423,914 +15%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$1.29B
DZ Bank
29
DZ Bank
Germany
$1.27B -$106M -1,487,026 -8%
Amundi
30
Amundi
France
$1.26B -$244M -3,425,799 -16%
Capital Research Global Investors
31
Capital Research Global Investors
California
$1.25B +$171M +2,402,180 +16%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.22B -$19M -266,390 -2%
Ameriprise
33
Ameriprise
Minnesota
$1.22B -$145M -2,041,513 -11%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$1.2B -$52.7M -740,008 -4%
Vontobel Holding
35
Vontobel Holding
Switzerland
$1.15B +$63.1M +885,147 +6%
Truist Financial
36
Truist Financial
North Carolina
$1.09B -$11.3M -158,673 -1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$1.06B +$39.1M +548,787 +4%
Aristotle Capital Management
38
Aristotle Capital Management
California
$1.01B -$24.5M -343,715 -2%
Deutsche Bank
39
Deutsche Bank
Germany
$949M +$2.47M +34,663 +0.3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$876M +$59.4M +833,900 +7%
Raymond James Financial
41
Raymond James Financial
Florida
$874M +$36.3M +509,724 +4%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$842M -$17.3M -242,387 -2%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$829M +$186M +2,613,316 +29%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$785M -$64M -898,730 -7%
Wells Fargo
45
Wells Fargo
California
$738M -$100M -1,409,952 -12%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$722M +$4.53M +63,581 +0.6%
Citadel Advisors
47
Citadel Advisors
Florida
$683M +$655M +9,189,158 +1,986%
Barclays
48
Barclays
United Kingdom
$665M +$44.7M +628,004 +7%
AIM
49
Alphinity Investment Management
Australia
$638M -$379M -5,323,908 -37%
Boston Partners
50
Boston Partners
Massachusetts
$635M +$2.39M +33,578 +0.4%

KO Hedge Fund Activity: Q2 2025 in Review

3,360 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2025, worth a combined $227B — up 0.71% from $225B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new KO positions and 137 closed out — a net gain of 39 holders — while 1,406 added to existing stakes and 1,374 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.43B. The largest seller was JP Morgan Chase, cutting an estimated $914M.

  • 3,360 institutional investors held Coca-Cola (KO) as of Q2 2025, down from 3,365 in Q1 2025.
  • Funds reported $227B of Coca-Cola stock for Q2 2025, up 0.71% quarter-over-quarter.
  • 176 funds opened new Coca-Cola positions in Q2 2025 and 137 closed out, a net change of +39 holders.
  • The largest Coca-Cola buyer in Q2 2025 was GQG Partners, an estimated $1.43B added.
  • The largest Coca-Cola seller in Q2 2025 was JP Morgan Chase, an estimated $914M sold.

Based on aggregated 13F filings for Q2 2025.