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 %
CBTWT
1226
Community Bank & Trust (Waco, Texas)
Texas
$2.37M -$716 -10 -0%
EGM
1227
Engineers Gate Manager
New York
$2.37M +$550K +7,680 +30%
KFGK
1228
Keystone Financial Group (Kentucky)
Kentucky
$2.36M +$193K +2,691 +9%
TCA
1229
Transcend Capital Advisors
New Jersey
$2.35M +$112K +1,561 +5%
CPC
1230
Consolidated Planning Corp
Georgia
$2.35M -$143K -1,998 -6%
PCG
1231
PFC Capital Group
California
$2.35M -$135K -1,883 -5%
CCWA
1232
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M -$410K -5,721 -15%
AB
1233
ANB Bank
Colorado
$2.34M -$41.2K -575 -2%
RCAG
1234
Rehmann Capital Advisory Group
Michigan
$2.33M +$100K +1,397 +4%
PCA
1235
Peddock Capital Advisors
Massachusetts
$2.33M +$8.81K +123 +0.4%
WIC
1236
Wilkins Investment Counsel
Massachusetts
$2.32M -$14K -196 -0.6%
AF
1237
Arrow Financial
New York
$2.31M -$3.29K -46 -0.1%
LG
1238
LaFleur & Godfrey
Michigan
$2.31M -$65.5K -915 -3%
DF
1239
Donoghue Forlines
Massachusetts
$2.31M +$2.31M +32,195 New
JFG
1240
Jefferies Financial Group
New York
$2.3M -$21.5M -300,880 -90%
PIM
1241
Penobscot Investment Management
Massachusetts
$2.3M -$35K -489 -2%
SAI
1242
Savvy Advisors Inc
New York
$2.3M -$15.5K -216 -0.7%
RC
1243
Roundview Capital
New Jersey
$2.29M -$19.6K -273 -0.8%
FIM
1244
Fruth Investment Management
Texas
$2.29M – – –
FGAM
1245
Financial Gravity Asset Management
Texas
$2.29M +$2.29M +31,981 New
MWM
1246
Meridian Wealth Management
Kentucky
$2.28M -$623K -8,703 -22%
KFC
1247
Klingenstein Fields & Co
New York
$2.27M -$358 -5 -0%
XSC
1248
X-Square Capital
Puerto Rico
$2.26M +$32.7K +457 +1%
BMWS
1249
Brady Martz Wealth Solutions
North Dakota
$2.26M -$23.1K -323 -1%
SFCM
1250
Savoir Faire Capital Management
Connecticut
$2.24M +$2.24M +31,340 New
48 49
50
51 52