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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 %
AA
926
Argent Advisors
Louisiana
$4.13M +$59.1K +835 +1%
VWM
927
Valley Wealth Managers
New Jersey
$4.13M +$43.4K +613 +1%
CFS
928
Cannon Financial Strategists
Georgia
$4.1M +$2.83K +40 +0.1%
MBTD
929
Mechanics Bank - Trust Department
California
$4.07M -$1M -14,190 -20%
SFA
930
Semmax Financial Advisors
North Carolina
$4.06M +$54.7K +778 +1%
BC
931
Burney Company
Virginia
$4.05M -$169K -2,387 -4%
Members Trust
932
Members Trust
Florida
$4.05M +$176K +2,491 +5%
AGA
933
Accuvest Global Advisors
Utah
$4.05M +$2.34M +33,003 +136%
GLA
934
Good Life Advisors
Pennsylvania
$4.04M +$24.6K +348 +0.6%
SM
935
Sciencast Management
New Jersey
$4.03M +$398K +5,631 +11%
FCCM
936
First City Capital Management
Georgia
$4.03M +$47.1K +666 +1%
RCA
937
Riverview Capital Advisers
Massachusetts
$4.02M -$259K -3,657 -6%
ZBNA
938
Zions Bancorporation, National Association
Utah
$3.99M -$2.21M -31,247 -36%
RHDIC
939
R.H. Dinel Investment Counsel
California
$3.95M -$119K -1,675 -3%
MSFS
940
Main Street Financial Solutions
Pennsylvania
$3.95M +$374K +5,285 +10%
CCG
941
Chatham Capital Group
Georgia
$3.95M -$193K -2,729 -5%
SBWIC
942
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.94M -$174K -2,461 -4%
Los Angeles Capital Management
943
Los Angeles Capital Management
California
$3.94M -$34.5M -488,301 -90%
DWM
944
Diversify Wealth Management
Utah
$3.92M +$320K +4,526 +9%
GS
945
GWN Securities
Florida
$3.91M -$12.6M -177,997 -76%
CIA
946
Choate Investment Advisors
Massachusetts
$3.88M -$415K -5,860 -10%
SFP
947
Shepherd Financial Partners
Massachusetts
$3.87M -$12.6K -178 -0.3%
TW
948
TritonPoint Wealth
Maryland
$3.85M +$189K +2,646 +5%
NRS
949
Neville Rodie & Shaw
New York
$3.84M -$110K -1,555 -3%
AAS
950
Ameritas Advisory Services
Nebraska
$3.82M -$430K -6,084 -10%
36 37
38
39 40