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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 %
FCM
976
Fourpath Capital Management
Oklahoma
$3.66M -$111K -1,562 -3%
ADL
977
Asset Dedication LLC
California
$3.65M +$284K +4,016 +8%
OHWP
978
Oak Harbor Wealth Partners
North Carolina
$3.64M – – –
WTA
979
Washington Trust Advisors
Massachusetts
$3.64M -$173K -2,440 -5%
PT
980
Plimoth Trust
Massachusetts
$3.63M -$20K -282 -0.5%
WC
981
Waterloo Capital
Texas
$3.63M +$329K +4,657 +10%
SIG
982
Sargent Investment Group
Maryland
$3.63M +$9.04K +130 +0.2%
VAS
983
Vestmark Advisory Solutions
Massachusetts
$3.62M +$2.86M +40,480 +379%
GVAG
984
Great Valley Advisor Group
Delaware
$3.61M -$209K -2,961 -5%
MCB
985
Morton Community Bank
Illinois
$3.61M +$99.1K +1,401 +3%
FMWA
986
Forvis Mazars Wealth Advisors
Missouri
$3.61M -$270K -3,813 -7%
TW
987
Traveka Wealth
California
$3.61M -$518K -7,319 -13%
AIP
988
Ameritas Investment Partners
Nebraska
$3.6M -$27K -381 -0.7%
CTI
989
Community Trust & Investment
Kentucky
$3.6M -$27.9K -394 -0.8%
NG
990
Norden Group
Utah
$3.6M +$136K +1,916 +4%
CAM
991
Cozad Asset Management
Illinois
$3.6M -$2.41K -34 -0.1%
BCP
992
Blue Chip Partners
Michigan
$3.6M -$76.3K -1,078 -2%
SCA
993
St. Clair Advisors
Ohio
$3.6M – – –
NP
994
NorthRock Partners
Minnesota
$3.6M +$153K +2,141 +4%
WG
995
Winton Group
United Kingdom
$3.59M +$2.78M +39,304 +342%
SGCA
996
Steel Grove Capital Advisors
Tennessee
$3.58M -$1.76M -24,920 -33%
IAS
997
Investment Advisory Services
Texas
$3.55M +$223K +3,150 +7%
MIM
998
MTM Investment Management
South Carolina
$3.55M -$33.3K -471 -0.9%
KCPG
999
Kavar Capital Partners Group
Kansas
$3.52M -$21.2K -300 -0.6%
DP
1000
Dearborn Partners
Illinois
$3.51M -$3.48M -49,122 -50%
38 39
40
41 42