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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 %
RP
676
Rice Partnership
Hawaii
$7.65M +$295K +4,115 +4%
WS
677
Wedbush Securities
California
$7.63M -$21.3K -297 -0.3%
WJWM
678
Williams Jones Wealth Management
New York
$7.63M -$90.5K -1,264 -1%
CCT
679
Chemung Canal Trust
New York
$7.61M -$59.5K -831 -0.8%
MBT
680
Montecito Bank & Trust
California
$7.59M -$109K -1,527 -1%
UB
681
UMB Bank
Missouri
$7.58M -$61.1K -853 -0.8%
WAM
682
Weatherly Asset Management
California
$7.57M +$416K +5,776 +6%
ECM
683
Everence Capital Management
Indiana
$7.56M +$1.43M +19,910 +23%
SCA
684
Stokes Capital Advisors
South Carolina
$7.53M +$179K +2,498 +2%
RAM
685
Roanoke Asset Management
New Jersey
$7.49M +$17.9K +250 +0.2%
MDCM
686
Morgan Dempsey Capital Management
Wisconsin
$7.48M -$822K -11,403 -10%
BBI
687
Baxter Bros Inc
Connecticut
$7.43M -$137K -1,911 -2%
BSA
688
Bull Street Advisors
Georgia
$7.42M – – –
BG
689
BDF Gestion
France
$7.39M – – –
FTA
690
Financial & Tax Architects
Missouri
$7.35M +$146K +2,037 +2%
GFG
691
Greystone Financial Group
Michigan
$7.35M -$413K -5,772 -5%
MCM
692
Monarch Capital Management
Indiana
$7.35M -$179K -2,490 -2%
RBWA
693
RFG - Bristol Wealth Advisors
Massachusetts
$7.35M +$57.3K +800 +0.8%
SC
694
Stolper & Co
Oklahoma
$7.35M +$28.3K +395 +0.4%
M
695
MOTCO
Texas
$7.34M +$245K +3,415 +3%
FTWA
696
Fifth Third Wealth Advisors
Ohio
$7.33M +$490K +6,848 +7%
LS
697
Livforsakringsbolaget Skandia
Sweden
$7.28M -$1.21M -16,900 -14%
FCH
698
Freestone Capital Holdings
Washington
$7.26M +$170K +2,379 +2%
SIA
699
Soltis Investment Advisors
Utah
$7.23M +$73.6K +1,027 +1%
LFAS
700
Level Four Advisory Services
Texas
$7.23M +$688K +9,607 +11%
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