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Coca-Cola
KO

Overview Fund Activity

3,300 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, 1,385 increasing their positions, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,300
Holders Change
-22
Holders Change %
-0.66%
% of All Funds
44.21%
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
1,385
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 %
MSAM
1101
Moloney Securities Asset Management
Missouri
$2.88M -$9.41K -133 -0.3%
CCM
1102
Chickasaw Capital Management
Tennessee
$2.88M -$158K -2,230 -5%
IBOK
1103
Independence Bank of Kentucky
Kentucky
$2.87M +$14.1K +199 +0.5%
AAM
1104
Azzad Asset Management
Virginia
$2.87M +$12.9K +182 +0.5%
BDS
1105
Banco de Sabadell
Florida
$2.86M -$4.89K -69 -0.2%
CIA
1106
Citadel Investment Advisory
Ohio
$2.86M -$186K -2,625 -6%
Koshinski Asset Management
1107
Koshinski Asset Management
Illinois
$2.83M +$72K +1,018 +3%
SAM
1108
Smartleaf Asset Management
Massachusetts
$2.83M -$159K -2,258 -5%
AWM
1109
Arista Wealth Management
Nevada
$2.82M +$2.82M +39,859 New
AWA
1110
Arete Wealth Advisors
Illinois
$2.82M +$318K +4,495 +13%
HIC
1111
Holderness Investments Company
North Carolina
$2.81M -$11.9K -168 -0.4%
GWMR
1112
GC Wealth Management RIA
Massachusetts
$2.81M +$1.96M +27,637 +230%
PCG
1113
Prosperity Consulting Group
Maryland
$2.8M +$13.3K +188 +0.5%
JF
1114
Jump Financial
Illinois
$2.8M +$2.29M +32,392 +450%
SHFA
1115
SS&H Financial Advisors
Michigan
$2.8M – – –
BJL
1116
Brighton Jones LLC
Washington
$2.8M -$80.5K -1,138 -3%
CCIA
1117
Campbell & Co Investment Adviser
Maryland
$2.79M -$346K -4,890 -11%
DCM
1118
Dudley Capital Management
Virginia
$2.79M +$20.3K +287 +0.7%
BW
1119
BIP Wealth
Georgia
$2.78M +$3.33K +47 +0.1%
HDIM
1120
Hanson & Doremus Investment Management
Vermont
$2.78M -$793K -11,201 -22%
TFS
1121
Thoroughbred Financial Services
Tennessee
$2.77M -$639K -9,033 -19%
AA
1122
Ancora Advisors
Ohio
$2.77M +$5.66K +80 +0.2%
CFO
1123
CVA Family Office
Colorado
$2.75M +$24.7K +349 +0.9%
CBA
1124
Coastal Bridge Advisors
Connecticut
$2.75M +$2.75M +38,902 New
PWS
1125
Proactive Wealth Strategies
Georgia
$2.75M +$403K +5,692 +17%
43 44
45
46 47