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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 %
PFBT
1176
Parkside Financial Bank & Trust
Missouri
$2.49M +$505K +7,134 +25%
RCAG
1177
Rehmann Capital Advisory Group
Michigan
$2.49M +$180K +2,538 +8%
WCM
1178
Whitener Capital Management
North Carolina
$2.49M +$21.5K +304 +0.9%
AWA
1179
Aaron Wealth Advisors
Illinois
$2.48M +$68.9K +974 +3%
MWM
1180
Massachusetts Wealth Management
Massachusetts
$2.48M +$29.4K +415 +1%
IC
1181
Inscription Capital
Texas
$2.48M -$999K -14,125 -29%
LA
1182
LVW Advisors
New York
$2.48M +$260K +3,679 +12%
I
1183
InvesTrust
Oklahoma
$2.48M -$3.76M -53,101 -60%
RC
1184
Roundview Capital
New Jersey
$2.47M +$207K +2,923 +9%
TIM
1185
Thompson Investment Management
Wisconsin
$2.46M +$52.6K +743 +2%
AAG
1186
Armstrong Advisory Group
Massachusetts
$2.46M +$253K +3,576 +11%
RCM
1187
RB Capital Management
Nevada
$2.45M -$65.7K -929 -3%
PTC
1188
Private Trust Company
Ohio
$2.45M -$104K -1,475 -4%
OPCM
1189
Osborne Partners Capital Management
California
$2.45M -$12.6K -178 -0.5%
PFA
1190
Pathway Financial Advisers
Indiana
$2.45M +$51.3K +725 +2%
PA
1191
Profund Advisors
Maryland
$2.44M -$525K -7,421 -18%
RCG
1192
Regatta Capital Group
California
$2.44M +$3.47K +49 +0.1%
AWM
1193
Aprio Wealth Management
Georgia
$2.44M -$50.7K -716 -2%
AA
1194
Armis Advisers
Georgia
$2.43M +$54K +771 +2%
AMG
1195
Advisors Management Group
Wisconsin
$2.43M -$21.6K -305 -0.9%
BP
1196
BBR Partners
New York
$2.43M +$405K +5,724 +20%
IIA
1197
ICW Investment Advisors
Arizona
$2.43M +$18K +255 +0.7%
RMSCM
1198
R.M. Sincerbeaux Capital Management
New York
$2.42M +$48.1K +680 +2%
SCA
1199
STALEY CAPITAL ADVISERS
Pennsylvania
$2.41M +$708K +10,000 +41%
KFGK
1200
Keystone Financial Group (Kentucky)
Kentucky
$2.41M +$77.3K +1,093 +3%
46 47
48
49 50