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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, 1,384 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 %
EPIMS
751
Evelyn Partners Investment Management Services
$6.43M +$6.35M +92,046 +8,562%
RWM
752
Ritholtz Wealth Management
New York
$6.41M +$672K +9,500 +12%
HFS
753
Haverford Financial Services
Pennsylvania
$6.39M -$707K -9,994 -10%
TRCT
754
Tower Research Capital (TRC)
New York
$6.38M -$7.64M -108,026 -55%
AAM
755
Aureus Asset Management
Massachusetts
$6.37M -$45.2K -639 -0.7%
PA
756
Parallel Advisors
California
$6.35M +$286K +4,046 +5%
NEAM
757
New England Asset Management
Connecticut
$6.34M +$30.1K +425 +0.5%
SF
758
Slagle Financial
Illinois
$6.32M +$239K +3,378 +4%
LNWWM
759
Laird Norton Wetherby Wealth Management
California
$6.3M +$6.3M +89,003 New
M
760
MOTCO
Texas
$6.25M -$705K -10,386 -10%
BHBT
761
Burke & Herbert Bank & Trust
Virginia
$6.22M -$19.6K -277 -0.3%
VSQM
762
V-Square Quantitative Management
Illinois
$6.21M +$8.28K +117 +0.1%
SEIA
763
Signature Estate & Investment Advisors
California
$6.18M +$5.3M +74,966 +605%
PMG
764
ProVise Management Group
Florida
$6.16M +$18.6K +263 +0.3%
OCAM
765
Onex Canada Asset Management
Ontario, Canada
$6.14M -$84.5K -1,194 -1%
SCTC
766
Sanibel Captiva Trust Company
Florida
$6.14M +$920K +13,009 +18%
IB
767
Iyo Bank
Japan
$6.11M – – –
MAS
768
Meeder Advisory Services
Ohio
$6.1M +$553K +7,813 +10%
MSA
769
MUFG Securities Americas
New York
$6.07M +$1.22M +17,313 +25%
BCCM
770
Bridge Creek Capital Management
Massachusetts
$6.07M +$2.12K +30 +0%
ST
771
Sentinel Trust
Texas
$6.06M – – –
AP
772
Americana Partners
Texas
$6.03M +$135K +1,906 +2%
ELI
773
Empire Life Investments
Ontario, Canada
$6.01M +$981K +13,859 +19%
HCMT
774
Highland Capital Management (Tennessee)
Tennessee
$6M +$145K +2,048 +2%
FCH
775
Freestone Capital Holdings
Washington
$5.99M -$1.19M -16,810 -17%
29 30
31
32 33