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 %
IAS
1001
Insigneo Advisory Services
Florida
$3.49M +$217K +3,066 +7%
TWP
1002
Tyche Wealth Partners
Texas
$3.49M -$50K -707 -1%
WC
1003
Woodstock Corp
Massachusetts
$3.49M -$31.2K -441 -0.9%
LWM
1004
LongView Wealth Management
Georgia
$3.47M -$13.8K -195 -0.4%
KC
1005
Katamaran Capital
United Kingdom
$3.43M -$432K -6,105 -11%
HP
1006
Hikari Power
Japan
$3.42M – – –
GC
1007
Gould Capital
Washington
$3.42M +$19.7K +278 +0.6%
MCM
1008
Mengis Capital Management
Oregon
$3.4M -$75.8K -1,072 -2%
NW
1009
Naviter Wealth
Arkansas
$3.4M -$9.69K -136 -0.3%
KWA
1010
Kingswood Wealth Advisors
California
$3.4M +$80.3K +1,135 +2%
IA
1011
IFG Advisory
Georgia
$3.39M +$87.7K +1,239 +3%
RBI
1012
Raiffeisen Bank International
Austria
$3.39M +$273K +3,923 +9%
BT
1013
Banque Transatlantique
France
$3.38M +$336K +4,729 +11%
GIM
1014
Goelzer Investment Management
Indiana
$3.36M -$4.6K -65 -0.1%
MFS
1015
Mattson Financial Services
Michigan
$3.34M +$60K +848 +2%
NSEDCP
1016
NJ State Employees Deferred Compensation Plan
New Jersey
$3.34M – – –
DK
1017
DJE Kapital
Germany
$3.34M – – –
GWM
1018
Geneos Wealth Management
Colorado
$3.33M -$2.96M -41,868 -47%
PMG
1019
Private Management Group
California
$3.33M +$2.95M +41,690 +781%
FFWA
1020
FRG Family Wealth Advisors
Washington
$3.33M -$49.5K -700 -1%
VNIM
1021
Vaughan Nelson Investment Management
Texas
$3.32M – – –
EIA
1022
Edgemoor Investment Advisors
Maryland
$3.32M +$62.2K +879 +2%
BBA
1023
BLB&B Advisors
Pennsylvania
$3.31M +$22.4K +316 +0.7%
QC
1024
Quadrature Capital
United Kingdom
$3.31M -$4.65M -65,748 -58%
DW30
1025
Drucker Wealth 3.0
New Jersey
$3.3M -$303K -4,364 -8%
39 40
41
42 43