KO icon

Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
1126
Graypoint LLC
New York
$2.84M -$4.15K -58 -0.1%
MG
1127
Mather Group
Illinois
$2.84M -$1.53M -21,424 -35%
CIA
1128
Cohen Investment Advisors
New Hampshire
$2.83M +$366K +5,108 +15%
SHFA
1129
SS&H Financial Advisors
Michigan
$2.83M – – –
NAS
1130
NWF Advisory Services
California
$2.83M -$691K -9,645 -20%
SC
1131
Syon Capital
California
$2.83M +$288K +4,022 +11%
ECM
1132
Evergreen Capital Management
Washington
$2.83M +$937 +13 +0%
PCG
1133
Prosperity Consulting Group
Maryland
$2.82M -$79.5K -1,110 -3%
SBFM
1134
S-Bank Fund Management
Finland
$2.82M +$2.82M +39,424 New
SWM
1135
Spire Wealth Management
Virginia
$2.82M +$95.9K +1,339 +4%
CI
1136
Cigna Investments
Connecticut
$2.82M -$53K -740 -2%
PAM
1137
Paradigm Asset Management
New York
$2.81M – – –
SIC
1138
Sterling Investment Counsel
New York
$2.81M +$1.95M +27,265 +227%
CIAS
1139
Capital Investment Advisory Services
North Carolina
$2.81M +$132K +1,844 +5%
BW
1140
BIP Wealth
Georgia
$2.81M +$33.4K +466 +1%
MWM
1141
Modern Wealth Management
Kansas
$2.8M +$338K +4,717 +14%
DCM
1142
Dudley Capital Management
Virginia
$2.8M -$70.5K -985 -2%
SAM
1143
Secure Asset Management
Michigan
$2.8M +$299K +4,178 +12%
AA
1144
Ancora Advisors
Ohio
$2.79M +$255K +3,564 +10%
CCM
1145
Campbell Capital Management
Florida
$2.79M -$77.3K -1,080 -3%
VA
1146
Valmark Advisers
Ohio
$2.79M -$161K -2,242 -5%
Koshinski Asset Management
1147
Koshinski Asset Management
Illinois
$2.79M +$572K +7,988 +26%
MWA
1148
Meridian Wealth Advisors
Texas
$2.79M -$280K -3,916 -9%
BWP
1149
Baldwin Wealth Partners
Massachusetts
$2.77M -$545K -7,608 -16%
MASUI
1150
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.76M -$11.7M -163,042 -81%
44 45
46
47 48