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Coca-Cola
KO

Overview Fund Activity

3,299 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, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,299
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
1,352
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 %
Primecap Management
1176
Primecap Management
California
$2.49M +$2.49M +35,200 New
PFBT
1177
Parkside Financial Bank & Trust
Missouri
$2.49M +$505K +7,134 +25%
RCAG
1178
Rehmann Capital Advisory Group
Michigan
$2.49M +$180K +2,538 +8%
WCM
1179
Whitener Capital Management
North Carolina
$2.49M +$21.5K +304 +0.9%
AWA
1180
Aaron Wealth Advisors
Illinois
$2.48M +$68.9K +974 +3%
MWM
1181
Massachusetts Wealth Management
Massachusetts
$2.48M +$29.4K +415 +1%
IC
1182
Inscription Capital
Texas
$2.48M -$999K -14,125 -29%
LA
1183
LVW Advisors
New York
$2.48M +$260K +3,679 +12%
I
1184
InvesTrust
Oklahoma
$2.48M -$3.76M -53,101 -60%
RC
1185
Roundview Capital
New Jersey
$2.47M +$207K +2,923 +9%
TIM
1186
Thompson Investment Management
Wisconsin
$2.46M +$52.6K +743 +2%
AAG
1187
Armstrong Advisory Group
Massachusetts
$2.46M +$253K +3,576 +11%
RCM
1188
RB Capital Management
Nevada
$2.45M -$65.7K -929 -3%
PTC
1189
Private Trust Company
Ohio
$2.45M -$104K -1,475 -4%
OPCM
1190
Osborne Partners Capital Management
California
$2.45M -$12.6K -178 -0.5%
PFA
1191
Pathway Financial Advisers
Indiana
$2.45M +$51.3K +725 +2%
PA
1192
Profund Advisors
Maryland
$2.44M -$525K -7,421 -18%
RCG
1193
Regatta Capital Group
California
$2.44M +$3.47K +49 +0.1%
AWM
1194
Aprio Wealth Management
Georgia
$2.44M -$50.7K -716 -2%
AA
1195
Armis Advisers
Georgia
$2.43M +$54K +771 +2%
AMG
1196
Advisors Management Group
Wisconsin
$2.43M -$21.6K -305 -0.9%
BP
1197
BBR Partners
New York
$2.43M +$405K +5,724 +20%
IIA
1198
ICW Investment Advisors
Arizona
$2.43M +$18K +255 +0.7%
RMSCM
1199
R.M. Sincerbeaux Capital Management
New York
$2.42M +$48.1K +680 +2%
SCA
1200
STALEY CAPITAL ADVISERS
Pennsylvania
$2.41M +$708K +10,000 +41%
46 47
48
49 50