KO icon

Coca-Cola
KO

Overview Fund Activity

3,302 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, 1,387 increasing their positions, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,302
Holders Change
-21
Holders Change %
-0.63%
% of All Funds
44.23%
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
1,387
Reduced
1,352
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 %
BRWA
1051
B. Riley Wealth Advisors
Florida
$3.17M +$3.17M +44,769 New
MMHP
1052
Murphy Middleton Hinkle & Parker
Georgia
$3.16M – – –
WHG
1053
Westwood Holdings Group
Texas
$3.14M -$315K -4,459 -9%
MG
1054
Mather Group
Illinois
$3.13M +$323K +4,568 +12%
MWM
1055
Modern Wealth Management
Kansas
$3.12M +$354K +5,008 +13%
LCM
1056
Landscape Capital Management
New Jersey
$3.1M +$3.1M +43,856 New
NAS
1057
NWF Advisory Services
California
$3.09M +$301K +4,261 +11%
ACM
1058
Aurdan Capital Management
Pennsylvania
$3.08M -$148K -2,089 -5%
RA
1059
Rational Advisors
New York
$3.08M +$1.56M +22,078 +103%
AFG
1060
Atomi Financial Group
New York
$3.08M -$149K -2,107 -5%
PWG
1061
Portside Wealth Group
Utah
$3.08M +$50.7K +716 +2%
MSA
1062
Marino Stram & Associates
Massachusetts
$3.07M +$118K +1,663 +4%
NWM
1063
Northcape Wealth Management
New York
$3.06M -$12.9K -183 -0.4%
DWT
1064
Dorsey & Whitney Trust
South Dakota
$3.05M +$228K +3,225 +8%
PCM
1065
Polymer Capital Management
New York
$3.05M +$3.05M +43,100 New
GCM
1066
Gables Capital Management
Florida
$3.05M -$106K -1,501 -3%
SIAG
1067
Signet Investment Advisory Group
Rhode Island
$3.05M -$19.1K -270 -0.6%
SIA
1068
Sit Investment Associates
Minnesota
$3.04M +$2.2M +31,075 +260%
RCM
1069
Radnor Capital Management
Pennsylvania
$3.04M – – –
LS
1070
Leelyn Smith
Illinois
$3.04M +$61.5K +869 +2%
WBC
1071
West Branch Capital
Massachusetts
$3.04M +$141K +1,995 +5%
HI
1072
Harbour Investments
Wisconsin
$3.02M -$179K -2,535 -6%
MYLI
1073
Meiji Yasuda Life Insurance
Japan
$3.02M -$8.91M -125,980 -75%
FPB
1074
First PREMIER Bank
South Dakota
$3.02M -$52K -735 -2%
FNT
1075
First National Trust
Pennsylvania
$3.01M -$1.34K -19 -0%
41 42
43
44 45