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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 %
LIA
1126
LBMC Investment Advisors
Tennessee
$2.75M -$70.3K -993 -2%
BHA
1127
Beech Hill Advisors
New York
$2.75M -$595K -8,407 -18%
MWA
1128
Meridian Wealth Advisors
Texas
$2.74M -$13.2K -186 -0.5%
WKWM
1129
Walter & Keenan Wealth Management
Indiana
$2.74M -$145K -2,054 -5%
CPIG
1130
Chicago Partners Investment Group
Illinois
$2.73M +$264K +3,810 +11%
VA
1131
Valmark Advisers
Ohio
$2.73M -$27.2K -385 -1%
CI
1132
Cigna Investments
Connecticut
$2.73M -$54.6K -772 -2%
HBT
1133
Hills Bank & Trust
Iowa
$2.73M +$100K +1,414 +4%
CIAS
1134
Capital Investment Advisory Services
North Carolina
$2.73M -$48.4K -684 -2%
CCM
1135
Campbell Capital Management
Florida
$2.72M -$35.4K -500 -1%
DWM
1136
DecisionMap Wealth Management
Virginia
$2.72M +$9.2K +130 +0.3%
ECM
1137
Evergreen Capital Management
Washington
$2.71M -$80.7K -1,133 -3%
FBFS
1138
First Business Financial Services
Wisconsin
$2.7M +$1.08M +15,234 +66%
BFA
1139
Bragg Financial Advisors
North Carolina
$2.7M +$205K +2,894 +8%
FAT
1140
First American Trust
California
$2.7M -$216K -3,050 -7%
SC
1141
Syon Capital
California
$2.69M -$99.1K -1,400 -4%
AO
1142
Advisor OS
Illinois
$2.69M +$188K +2,662 +8%
BTW
1143
Boston Trust Walden
Massachusetts
$2.69M -$7.08K -100 -0.3%
FWCM
1144
Ferguson Wellman Capital Management
Oregon
$2.68M -$243K -3,431 -8%
NFSG
1145
Newbridge Financial Services Group
Florida
$2.68M +$120K +1,692 +5%
CI
1146
CX Institutional
Indiana
$2.67M -$198K -2,806 -7%
FWTB
1147
First Western Trust Bank
Colorado
$2.66M +$58.2K +822 +2%
TS
1148
Triglav Skladi
Slovenia
$2.65M – – –
PFM
1149
Patton Fund Management
Texas
$2.64M +$2.64M +37,352 New
BWP
1150
Baldwin Wealth Partners
Massachusetts
$2.63M -$113K -1,600 -4%
44 45
46
47 48