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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 %
CCB
1026
Country Club Bank
Missouri
$3.3M -$3.38K -48 -0.1%
OC
1027
Oakworth Capital
Alabama
$3.3M -$2.29M -32,406 -41%
SA
1028
Sicart Associates
New York
$3.3M – – –
VCM
1029
Violich Capital Management
California
$3.3M +$88.4K +1,250 +3%
CHJWM
1030
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.29M -$83.7K -1,218 -2%
QI
1031
Qtron Investments
Massachusetts
$3.29M – – –
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$3.29M +$251K +3,543 +8%
4WM
1033
44 Wealth Management
Oregon
$3.29M -$91.3K -1,291 -3%
JCM
1034
Janney Capital Management
Pennsylvania
$3.28M +$38.1K +539 +1%
BIG
1035
Brooklyn Investment Group
New York
$3.27M +$889K +12,561 +37%
PCA
1036
Providence Capital Advisors
North Carolina
$3.27M +$98.5K +1,392 +3%
CCG
1037
Cypress Capital Group
Florida
$3.26M -$54.1K -765 -2%
SG
1038
StoneX Group
New York
$3.26M -$206K -2,894 -6%
PF
1039
Phoenix Financial
Israel
$3.24M +$387K +5,461 +14%
FRA
1040
Frank Rimerman Advisors
California
$3.24M +$1.28M +18,023 +65%
BFO
1041
Boston Family Office
Massachusetts
$3.22M -$33.3K -470 -1%
BBWA
1042
Bell & Brown Wealth Advisors
California
$3.2M +$32K +452 +1%
VCA
1043
Verdence Capital Advisors
Maryland
$3.2M -$381K -5,384 -11%
CCIA
1044
Cherry Creek Investment Advisors
Colorado
$3.19M -$67.4K -952 -2%
TTWM
1045
TCV Trust & Wealth Management
Virginia
$3.19M +$6.72K +95 +0.2%
FMB
1046
Field & Main Bank
Kentucky
$3.19M +$12.4K +175 +0.4%
AIM
1047
Avity Investment Management
Connecticut
$3.18M -$48.1K -680 -1%
CIAS
1048
CFS Investment Advisory Services
New Jersey
$3.18M -$26.1K -369 -0.8%
PIA
1049
Perennial Investment Advisors
California
$3.17M +$61.1K +864 +2%
BRWA
1050
B. Riley Wealth Advisors
Florida
$3.17M +$3.17M +44,769 New
40 41
42
43 44