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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 %
TW
951
Traveka Wealth
California
$4.17M +$83.9K +1,171 +2%
SBWIC
952
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.16M -$18.3K -256 -0.4%
KC
953
Kinloch Capital
Virginia
$4.16M -$182K -2,538 -4%
CFS
954
Cannon Financial Strategists
Georgia
$4.14M +$19.8K +277 +0.5%
TCWA
955
Turtle Creek Wealth Advisors
Texas
$4.14M +$3.3M +46,026 +392%
MA
956
Mutual Advisors
Nebraska
$4.14M -$871K -12,106 -17%
VWM
957
Valley Wealth Managers
New Jersey
$4.13M +$43K +601 +1%
AA
958
Argent Advisors
Louisiana
$4.12M +$144K +2,014 +4%
RHDIC
959
R.H. Dinel Investment Counsel
California
$4.12M – – –
AAS
960
Ameritas Advisory Services
Nebraska
$4.09M -$89.1K -1,308 -2%
GLA
961
Good Life Advisors
Pennsylvania
$4.06M +$108K +1,504 +3%
MNBTD
962
Moody National Bank Trust Division
Texas
$4.04M +$53.2K +743 +1%
TC
963
Trilogy Capital
California
$4.03M +$105K +1,462 +3%
FCCM
964
First City Capital Management
Georgia
$4.03M -$2.91M -40,643 -42%
SFA
965
Semmax Financial Advisors
North Carolina
$4.01M +$113K +1,609 +3%
GS
966
GTS Securities
New York
$4.01M +$1.33M +18,554 +50%
NRS
967
Neville Rodie & Shaw
New York
$4M -$299K -4,180 -7%
AUB
968
Atlantic Union Bankshares
Virginia
$3.99M -$177K -2,468 -4%
QC
969
Quantessence Capital
New York
$3.96M +$2.82M +39,415 +248%
FFA
970
Farther Finance Advisors
California
$3.95M +$1.08M +14,980 +37%
SFP
971
Shepherd Financial Partners
Massachusetts
$3.93M +$8.52K +119 +0.2%
FMWA
972
Forvis Mazars Wealth Advisors
Missouri
$3.93M -$1.44M -20,099 -27%
Members Trust
973
Members Trust
Florida
$3.92M +$122K +1,701 +3%
KC
974
Katamaran Capital
United Kingdom
$3.9M +$3.9M +54,520 New
TSS
975
Thomas Story & Son
Indiana
$3.87M +$109K +1,520 +3%
37 38
39
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