KO icon

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, 1,384 increasing their positions, 1,351 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
1,384
Reduced
1,351
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 %
LFAS
701
Level Four Advisory Services
Texas
$7.25M +$105K +1,482 +1%
SC
702
Stolper & Co
Oklahoma
$7.2M -$62.7K -886 -0.9%
FTA
703
Financial & Tax Architects
Missouri
$7.18M -$80.7K -1,141 -1%
RBWA
704
RFG - Bristol Wealth Advisors
Massachusetts
$7.16M -$98.1K -1,387 -1%
VWA
705
Visionary Wealth Advisors
Illinois
$7.15M +$106K +1,492 +1%
AUB
706
Atlantic Union Bankshares
Virginia
$7.13M +$3.2M +45,182 +81%
LS
707
Livforsakringsbolaget Skandia
Sweden
$7.13M -$63.6K -900 -0.9%
VFA
708
Valeo Financial Advisors
Indiana
$7.12M -$1.52M -21,484 -18%
WS
709
Wedbush Securities
California
$7.12M -$420K -5,938 -6%
LA
710
Lynch & Associates
Indiana
$7.11M +$6.23K +88 +0.1%
DWM
711
Destination Wealth Management
California
$7.1M +$81.7K +1,155 +1%
TFA
712
Toth Financial Advisory
Virginia
$7.1M +$187K +2,648 +3%
BM
713
Bislett Management
California
$7.08M – – –
VFM
714
Viking Fund Management
North Dakota
$7.08M +$1.42M +20,000 +25%
CA
715
CoreCap Advisors
Michigan
$7.07M +$194K +2,738 +3%
Simplex Trading
716
Simplex Trading
Illinois
$7.06M +$7.06M +99,795 New
ECM
717
Everence Capital Management
Indiana
$7.02M -$449K -6,340 -6%
AO
718
Allen Operations
New York
$7.01M – – –
MF
719
Magnetar Financial
Illinois
$6.98M +$6.98M +98,700 New
SIMG
720
Sonora Investment Management Group
Arizona
$6.95M +$148K +2,087 +2%
BA
721
BCM Advisors
Louisiana
$6.94M – – –
HA
722
Hamel Associates
New Jersey
$6.94M +$19.8K +280 +0.3%
MCM
723
Monarch Capital Management
Indiana
$6.93M -$329K -4,623 -5%
MCC
724
Money Concepts Capital
Florida
$6.92M +$42.9K +607 +0.6%
CMP
725
Coston McIsaac & Partners
Maine
$6.88M +$27.7K +391 +0.4%
27 28
29
30 31