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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 %
BHA
1126
Beech Hill Advisors
New York
$2.75M -$595K -8,407 -18%
MWA
1127
Meridian Wealth Advisors
Texas
$2.74M -$13.2K -186 -0.5%
WKWM
1128
Walter & Keenan Wealth Management
Indiana
$2.74M -$145K -2,054 -5%
CPIG
1129
Chicago Partners Investment Group
Illinois
$2.73M +$264K +3,810 +11%
VA
1130
Valmark Advisers
Ohio
$2.73M -$27.2K -385 -1%
CI
1131
Cigna Investments
Connecticut
$2.73M -$54.6K -772 -2%
HBT
1132
Hills Bank & Trust
Iowa
$2.73M +$100K +1,414 +4%
CIAS
1133
Capital Investment Advisory Services
North Carolina
$2.73M -$48.4K -684 -2%
CCM
1134
Campbell Capital Management
Florida
$2.72M -$35.4K -500 -1%
DWM
1135
DecisionMap Wealth Management
Virginia
$2.72M +$9.2K +130 +0.3%
ECM
1136
Evergreen Capital Management
Washington
$2.71M -$80.7K -1,133 -3%
FBFS
1137
First Business Financial Services
Wisconsin
$2.7M +$1.08M +15,234 +66%
BFA
1138
Bragg Financial Advisors
North Carolina
$2.7M +$205K +2,894 +8%
FAT
1139
First American Trust
California
$2.7M -$216K -3,050 -7%
SC
1140
Syon Capital
California
$2.69M -$99.1K -1,400 -4%
AO
1141
Advisor OS
Illinois
$2.69M +$188K +2,662 +8%
BTW
1142
Boston Trust Walden
Massachusetts
$2.69M -$7.08K -100 -0.3%
FWCM
1143
Ferguson Wellman Capital Management
Oregon
$2.68M -$243K -3,431 -8%
NFSG
1144
Newbridge Financial Services Group
Florida
$2.68M +$120K +1,692 +5%
CI
1145
CX Institutional
Indiana
$2.67M -$198K -2,806 -7%
FWTB
1146
First Western Trust Bank
Colorado
$2.66M +$58.2K +822 +2%
TS
1147
Triglav Skladi
Slovenia
$2.65M – – –
PFM
1148
Patton Fund Management
Texas
$2.64M +$2.64M +37,352 New
BWP
1149
Baldwin Wealth Partners
Massachusetts
$2.63M -$113K -1,600 -4%
SBH
1150
Segall Bryant & Hamill
Illinois
$2.63M +$4.53K +64 +0.2%
44 45
46
47 48