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 %
CGPCS
851
Capital Group Private Client Services
California
$4.94M +$136K +1,924 +3%
KGC
852
Kennon-Green & Company
Ohio
$4.94M -$74.6K -1,041 -1%
FFA
853
Farther Finance Advisors
California
$4.92M +$1.03M +14,514 +26%
CI
854
Capital International
California
$4.91M +$780K +11,023 +19%
NAM
855
NTV Asset Management
West Virginia
$4.91M -$2.69K -38 -0.1%
MOS
856
MGO One Seven
Ohio
$4.89M +$355K +5,019 +8%
CWP
857
CFM Wealth Partners
Texas
$4.88M +$59.5K +841 +1%
WCM
858
Wallace Capital Management
Texas
$4.88M -$319K -4,514 -6%
TWM
859
TSA Wealth Management
Texas
$4.87M -$20.4K -288 -0.4%
IFU
860
iSAM Funds (UK)
United Kingdom
$4.87M +$4.87M +68,768 New
SA
861
Shilanski & Associates
Alaska
$4.84M -$56.3K -790 -1%
SW
862
SVB Wealth
Massachusetts
$4.84M +$4.84M +68,442 New
CAG
863
Csenge Advisory Group
Florida
$4.81M -$38K -527 -0.8%
SIC
864
Sigma Investment Counselors
Michigan
$4.78M +$218K +3,080 +5%
BOCM
865
Bontempo Ohly Capital Management
Maryland
$4.78M +$25.5K +361 +0.5%
BHCM
866
Brevan Howard Capital Management
Jersey
$4.76M +$2.96M +41,807 +164%
EI
867
Ethic Inc
New York
$4.74M +$393K +5,586 +9%
HFM
868
Harvest Fund Management
China
$4.74M -$485K -6,854 -9%
WIM
869
Waverton Investment Management
United Kingdom
$4.72M -$3.13M -44,314 -40%
PIWA
870
Prevail Innovative Wealth Advisors
Kansas
$4.68M +$4.68M +66,191 New
CAL
871
Capital Analysts LLC
Pennsylvania
$4.66M +$121K +1,705 +3%
PAI
872
Pittenger & Anderson Inc
Nebraska
$4.66M +$162K +2,294 +4%
JPMIA
873
J.P. Marvel Investment Advisors
Massachusetts
$4.65M – – –
SSWM
874
Smith Salley Wealth Management
North Carolina
$4.64M +$303K +4,285 +7%
RFG
875
RFP Financial Group
Georgia
$4.61M -$287K -4,051 -6%
33 34
35
36 37