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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, 1,385 increasing their positions, 1,350 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
1,385
Reduced
1,350
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 %
BFIM
501
Beese Fulmer Investment Management
Ohio
$12.7M +$5.38K +76 +0%
PG
502
Patten Group
Tennessee
$12.7M +$8K +113 +0.1%
BFS
503
Bard Financial Services
Connecticut
$12.6M -$93.7K -1,325 -0.7%
CIS
504
Connors Investor Services
Pennsylvania
$12.6M +$295K +4,171 +2%
MWM
505
Modera Wealth Management
New Jersey
$12.5M -$73.4K -1,038 -0.6%
FFIC
506
First Fiduciary Investment Counsel
Ohio
$12.5M +$139K +1,968 +1%
MHIC
507
Marble Harbor Investment Counsel
Massachusetts
$12.4M -$34.9K -493 -0.3%
APP
508
Avantax Planning Partners
Iowa
$12.3M -$2.76K -39 -0%
WDA
509
Wendell David Associates
New Hampshire
$12.2M -$209K -2,961 -2%
EOJOAM
510
E. Ohman J:or Asset Management
Sweden
$12.2M -$370K -5,235 -3%
SAI
511
Systematic Alpha Investments
New Jersey
$12.2M – – –
LCOV
512
London Company of Virginia
Virginia
$12.2M -$80.4K -1,137 -0.7%
RCYC
513
Richard C. Young & Co
Rhode Island
$12.1M +$212K +3,003 +2%
AAM
514
AR Asset Management
California
$12.1M – – –
BCWM
515
Bartlett & Co Wealth Management
Ohio
$12M +$27.3K +383 +0.2%
KFP
516
KMG Fiduciary Partners
Ohio
$12M +$12.3K +174 +0.1%
OAC
517
OMERS Administration Corp
Ontario, Canada
$12M -$608K -8,600 -5%
WIA
518
World Investment Advisors
California
$11.9M +$6.61M +93,373 +126%
EB
519
Eastern Bank
Massachusetts
$11.8M -$197K -2,782 -2%
QPBE
520
Quintet Private Bank (Europe)
Luxembourg
$11.7M -$7.76M -109,637 -40%
Kayne Anderson Rudnick Investment Management
521
Kayne Anderson Rudnick Investment Management
California
$11.7M -$31.5K -445 -0.3%
A
522
Allianz
Germany
$11.7M -$204K -2,885 -2%
JWCA
523
J.W. Cole Advisors
Florida
$11.6M -$319K -4,506 -3%
PE
524
Point72 Europe
United Kingdom
$11.6M +$11.6M +164,400 New
PR
525
Payden & Rygel
California
$11.6M -$2.82M -39,900 -20%
19 20
21
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