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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 %
CFO
601
Callan Family Office
Pennsylvania
$9.09M +$5.65M +79,824 +164%
AHC
602
Adell Harriman & Carpenter
Texas
$9.08M +$291K +4,108 +3%
Nomura Holdings
603
Nomura Holdings
Japan
$9.06M -$2.65M -37,416 -23%
CWM
604
Cornerstone Wealth Management
Missouri
$8.99M +$413K +5,833 +5%
WWC
605
Waypoint Wealth Counsel
Georgia
$8.98M +$8.53M +120,542 +1,894%
PS
606
Principal Securities
Iowa
$8.97M +$1.43M +20,270 +19%
CICI
607
Capital Investment Counsel Inc
North Carolina
$8.94M -$69.8K -987 -0.8%
QCG
608
Quadrant Capital Group
Ohio
$8.91M +$3.08M +43,476 +53%
GAB
609
German American Bancorp
Indiana
$8.89M -$26.6K -376 -0.3%
SFI
610
Siemens Fonds Invest
Germany
$8.85M -$288K -4,069 -3%
DF
611
DNCA Finance
France
$8.84M -$2.3M -32,482 -21%
JIM
612
Jensen Investment Management
Oregon
$8.81M -$17.7K -250 -0.2%
AWM
613
AE Wealth Management
Kansas
$8.77M +$1.71M +24,160 +24%
Impax Asset Management Group
614
Impax Asset Management Group
United Kingdom
$8.76M -$607K -8,574 -6%
SAM
615
Sompo Asset Management
Japan
$8.76M -$106K -1,500 -1%
DWP
616
Daymark Wealth Partners
Ohio
$8.75M -$82.7K -1,169 -0.9%
NMIMC
617
Northwestern Mutual Investment Management Company
Wisconsin
$8.74M +$30.4K +429 +0.3%
MC
618
Montag & Caldwell
Georgia
$8.74M – – –
PPW
619
Parcion Private Wealth
Washington
$8.72M +$109K +1,544 +1%
SF
620
Summit Financial
New Jersey
$8.65M +$518K +7,266 +6%
DWM
621
Dakota Wealth Management
Florida
$8.58M +$1.8M +25,444 +27%
EGA
622
Eagle Global Advisors
Texas
$8.56M – – –
MK
623
MASTERINVEST Kapitalanlage
$8.55M +$8.55M +120,810 New
OAM
624
Ostrum Asset Management
France
$8.54M -$250K -3,532 -3%
IWC
625
Integrated Wealth Concepts
Massachusetts
$8.54M +$174K +2,456 +2%
23 24
25
26 27