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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 %
CTC
1251
Cetera Trust Company
Minnesota
$2.15M +$10.6K +150 +0.5%
IB
1252
Intrust Bank
Kansas
$2.14M +$43.2K +610 +2%
ATC
1253
Adirondack Trust Company
New York
$2.13M -$21K -297 -1%
AWE
1254
Avidian Wealth Enterprises
Texas
$2.13M -$32.3K -457 -1%
LG
1255
LaFleur & Godfrey
Michigan
$2.12M -$162K -2,294 -7%
WAS
1256
Winch Advisory Services
Wisconsin
$2.11M -$40K -565 -2%
SWM
1257
Silverlake Wealth Management
Vermont
$2.11M +$64.3K +909 +3%
HCM
1258
Howard Capital Management
Georgia
$2.11M +$484K +6,798 +30%
RWP
1259
Ridgecrest Wealth Partners
California
$2.11M -$42.5K -600 -2%
1C
1260
111 Capital
France
$2.1M +$709K +10,015 +51%
OWP
1261
Obermeyer Wealth Partners
Colorado
$2.1M +$637 +9 +0%
CMI
1262
Clare Market Investments
Texas
$2.1M +$68.1K +963 +3%
LWP
1263
LMG Wealth Partners
Louisiana
$2.09M +$99.8K +1,410 +5%
KLCM
1264
KG&L Capital Management
Louisiana
$2.07M +$1.36M +19,202 +190%
CFG
1265
Chapman Financial Group
Hawaii
$2.07M +$2.07M +29,230 New
WT
1266
Washington Trust
Rhode Island
$2.06M +$9.27K +131 +0.5%
SAM
1267
Secure Asset Management
Michigan
$2.06M -$707K -9,988 -26%
CCWM
1268
Correct Capital Wealth Management
Missouri
$2.05M +$56.1K +793 +3%
TCA
1269
Transcend Capital Advisors
New Jersey
$2.05M -$273K -3,863 -12%
LRPA
1270
L. Roy Papp & Associates
Arizona
$2.05M +$991 +14 +0%
AC
1271
AXQ Capital
New Jersey
$2.04M +$795K +11,235 +64%
GWP
1272
Gen-Wealth Partners
Michigan
$2.04M -$36.2K -512 -2%
FCP
1273
Fidelis Capital Partners
Florida
$2.04M +$31.7K +456 +2%
MSFP
1274
Mark Sheptoff Financial Planning
Connecticut
$2.04M +$26.7K +378 +1%
AB
1275
ANB Bank
Colorado
$2.04M -$276K -3,905 -12%
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