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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 %
WT
501
Whittier Trust
California
$13.4M -$379K -5,287 -3%
CA
502
CapWealth Advisors
Tennessee
$13.3M +$196K +2,732 +1%
FFM
503
Fullerton Fund Management
Singapore
$13.3M +$9.59M +133,910 +262%
KCM
504
Kanawha Capital Management
Virginia
$13.2M +$278K +3,887 +2%
MSRPS
505
Maryland State Retirement & Pension System
Maryland
$13M -$1.99M -27,748 -13%
GIP
506
Greatmark Investment Partners
Georgia
$13M +$112K +1,561 +0.9%
NMERB
507
New Mexico Educational Retirement Board
New Mexico
$13M -$265K -3,700 -2%
BFIM
508
Beese Fulmer Investment Management
Ohio
$12.9M -$184K -2,576 -1%
BFS
509
Bard Financial Services
Connecticut
$12.9M -$98.4K -1,374 -0.8%
PG
510
Patten Group
Tennessee
$12.8M -$52.5K -733 -0.4%
Westfield Capital Management
511
Westfield Capital Management
Massachusetts
$12.8M -$612K -8,550 -5%
MWM
512
Modera Wealth Management
New Jersey
$12.8M -$494K -6,894 -4%
Marshall Wace
513
Marshall Wace
United Kingdom
$12.7M -$171M -2,393,353 -93%
EOJOAM
514
E. Ohman J:or Asset Management
Sweden
$12.7M -$473K -6,600 -4%
OAC
515
OMERS Administration Corp
Ontario, Canada
$12.7M -$1.04M -14,502 -8%
CA
516
Clearstead Advisors
Ohio
$12.7M +$170K +2,371 +1%
GT
517
Greenleaf Trust
Michigan
$12.6M +$197K +2,752 +2%
MHIC
518
Marble Harbor Investment Counsel
Massachusetts
$12.6M -$12.5K -175 -0.1%
WDA
519
Wendell David Associates
New Hampshire
$12.6M -$208K -2,903 -2%
AssetMark Inc
520
AssetMark Inc
California
$12.6M +$1.61M +22,429 +15%
DKCM
521
Davidson Kempner Capital Management
New York
$12.5M +$12.5M +175,000 New
FFIC
522
First Fiduciary Investment Counsel
Ohio
$12.5M -$410K -5,728 -3%
APP
523
Avantax Planning Partners
Iowa
$12.5M +$263K +3,671 +2%
CIS
524
Connors Investor Services
Pennsylvania
$12.4M +$450K +6,286 +4%
CWP
525
Cyndeo Wealth Partners
Florida
$12.4M -$2.38M -33,298 -16%
19 20
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