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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 %
NIM
901
Nicollet Investment Management
Minnesota
$4.72M +$127K +1,773 +3%
P
902
Pitcairn
Pennsylvania
$4.71M -$323K -4,506 -6%
JPMIA
903
J.P. Marvel Investment Advisors
Massachusetts
$4.71M -$6.8K -95 -0.1%
PL
904
Parthenon LLC
Kentucky
$4.67M -$71.6K -1,000 -2%
TCM
905
Tufton Capital Management
Maryland
$4.67M -$32.7K -457 -0.7%
VV
906
Verity & Verity
South Carolina
$4.65M -$47.2K -659 -1%
LBC
907
Lowe Brockenbrough & Co
Virginia
$4.63M -$31.2K -432 -0.7%
LI
908
Lafayette Investments
Maryland
$4.63M -$30.4K -425 -0.7%
MWM
909
Moran Wealth Management
Florida
$4.62M +$1.63M +22,704 +54%
SIC
910
Sigma Investment Counselors
Michigan
$4.62M -$168K -2,342 -4%
BWL
911
Bogart Wealth LLC
Virginia
$4.62M -$2.85M -39,751 -38%
CAL
912
Capital Analysts LLC
Pennsylvania
$4.59M -$932K -13,009 -17%
MOS
913
MGO One Seven
Ohio
$4.59M +$675K +9,429 +17%
DIP
914
DT Investment Partners
Pennsylvania
$4.56M – – –
PAI
915
Pittenger & Anderson Inc
Nebraska
$4.55M +$114K +1,588 +3%
FWIA
916
Fort Washington Investment Advisors
Ohio
$4.54M -$21.5K -300 -0.5%
WIC
917
WealthBridge Investment Counsel
Alberta, Canada
$4.5M -$21.5K -300 -0.5%
PWMAG
918
Pinnacle Wealth Management Advisory Group
New Jersey
$4.5M +$124K +1,737 +3%
GIC
919
Generali Investments CEE
Czech Republic
$4.48M -$257K -3,590 -5%
VP
920
Verum Partners
North Carolina
$4.48M +$26.4K +368 +0.6%
CCM
921
Chilton Capital Management
Texas
$4.48M -$552K -7,711 -11%
IA
922
IFP Advisors
Florida
$4.47M -$4.58K -64 -0.1%
PFS
923
Physicians Financial Services
North Carolina
$4.47M +$28.6K +400 +0.6%
HCA
924
Harbor Capital Advisors
Illinois
$4.46M +$503K +7,029 +13%
WCM
925
Weik Capital Management
Pennsylvania
$4.45M +$102K +1,425 +2%
35 36
37
38 39