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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 %
WSC
1276
Wellington Shields & Co
New York
$2.04M +$835K +11,800 +70%
CCA
1277
Cobblestone Capital Advisors
New York
$2.03M -$172K -2,432 -8%
MFS
1278
Mirabella Financial Services
United Kingdom
$2.03M +$2.03M +28,688 New
NAG
1279
Northstar Advisory Group
New Jersey
$2.03M +$1.44M +20,334 +243%
AWP
1280
Accretive Wealth Partners
New Jersey
$2.03M +$26.5K +374 +1%
JWA
1281
JFS Wealth Advisors
Pennsylvania
$2.02M +$9.76K +138 +0.5%
BAAM
1282
Baker Avenue Asset Management
California
$2.02M +$12.8K +181 +0.6%
WFS
1283
Widmann Financial Services
Maryland
$2.02M +$31.1K +440 +2%
SCP
1284
Stamos Capital Partners
California
$2.01M +$39.7K +561 +2%
LF
1285
Lee Financial
Texas
$2.01M +$113K +1,598 +6%
DJSG
1286
D.J. St. Germain
Massachusetts
$2.01M +$519K +7,340 +35%
MC
1287
Mirabaud & Cie
Switzerland
$2.01M +$2.01M +28,383 New
BWP
1288
BSW Wealth Partners
Colorado
$2.01M -$18.4K -260 -0.9%
JSW
1289
Journey Strategic Wealth
New Jersey
$2.01M +$1.19M +16,809 +146%
AFS
1290
Access Financial Services
Minnesota
$2M -$12.7K -179 -0.6%
ACMA
1291
Arbor Capital Management (Alaska)
Alaska
$2M -$142K -2,055 -7%
NSAM
1292
North Star Asset Management
Wisconsin
$2M +$58.9K +833 +3%
LCM
1293
LVM Capital Management
Michigan
$1.99M -$20.4K -288 -1%
BE
1294
Bonness Enterprises
District of Columbia
$1.99M – – –
TA
1295
TFG Advisers
Michigan
$1.99M +$72.3K +1,022 +4%
LFA
1296
Legacy Financial Advisors
Kentucky
$1.99M +$63.9K +903 +3%
GCP
1297
GSA Capital Partners
United Kingdom
$1.97M -$487K -6,882 -20%
HWMO
1298
Heritage Wealth Management (Ohio)
Ohio
$1.97M -$80.5K -1,138 -4%
VC
1299
Veracity Capital
Georgia
$1.97M -$39.8K -563 -2%
EFMC
1300
Empire Financial Management Company
New York
$1.97M -$10.3K -145 -0.5%
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