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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 %
PA
776
Parallel Advisors
California
$6.14M +$164K +2,291 +3%
BCCM
777
Bridge Creek Capital Management
Massachusetts
$6.14M -$27.2K -380 -0.4%
ST
778
Sentinel Trust
Texas
$6.13M -$286 -4 -0%
CSIC
779
Clifford Swan Investment Counsel
California
$6.13M +$30.2K +421 +0.5%
MGIA
780
Moneta Group Investment Advisors
Missouri
$6.13M -$902K -12,600 -13%
BEI
781
Benjamin Edwards Inc
Missouri
$6.11M -$283K -3,946 -4%
GIM
782
Generali Investments Management
Slovenia
$6.05M +$515K +7,193 +9%
PWP
783
Principle Wealth Partners
Connecticut
$6.02M -$62K -865 -1%
FSA
784
Franklin Street Advisors
North Carolina
$6.02M -$5.51M -76,981 -48%
PDM
785
Penn Davis McFarland
Texas
$6.02M -$27.2K -380 -0.4%
SCM
786
Stonebridge Capital Management
California
$6.01M -$371K -5,180 -6%
LWANC
787
Laurel Wealth Advisors (North Carolina)
North Carolina
$6M -$31.2K -435 -0.5%
PFM
788
Premier Fund Managers
United Kingdom
$6M +$4.15M +59,061 +226%
BP
789
Ballentine Partners
Massachusetts
$5.97M +$96.9K +1,353 +2%
UBG
790
United Bank (Georgia)
Georgia
$5.97M -$84.4K -1,179 -1%
YL
791
YCG LLC
Texas
$5.96M – – –
AP
792
Americana Partners
Texas
$5.96M -$292K -4,071 -5%
GI
793
GAMMA Investing
California
$5.96M +$950K +13,261 +19%
LC
794
Lincoln Capital
Nebraska
$5.96M -$127K -1,725 -2%
HCMT
795
Highland Capital Management (Tennessee)
Tennessee
$5.93M +$58.9K +823 +1%
CT
796
Colonial Trust
South Carolina
$5.93M -$46.9K -655 -0.8%
CRC
797
Curi RMB Capital
Illinois
$5.92M -$404K -5,628 -6%
QCG
798
Quadrant Capital Group
Ohio
$5.91M +$2.85M +39,822 +93%
AG
799
Ascent Group
Virginia
$5.91M +$699K +9,759 +13%
TNBTD
800
Trustmark National Bank Trust Department
Mississippi
$5.91M -$318K -4,447 -5%
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