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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 %
GWP
1276
Gen-Wealth Partners
Michigan
$2.1M +$75.4K +1,053 +4%
TF
1277
Tompkins Financial
New York
$2.1M – – –
MAWAG
1278
Mid-American Wealth Advisory Group
Missouri
$2.1M -$269K -3,756 -11%
FCP
1279
Fidelis Capital Partners
Florida
$2.08M +$1.44K +20 +0.1%
HWMO
1280
Heritage Wealth Management (Ohio)
Ohio
$2.08M -$28.6K -400 -1%
WT
1281
Washington Trust
Rhode Island
$2.07M -$9.02K -126 -0.4%
SWM
1282
Silverlake Wealth Management
Vermont
$2.07M -$11.7K -163 -0.6%
LRPA
1283
L. Roy Papp & Associates
Arizona
$2.07M +$7.38K +103 +0.4%
DCM
1284
Davis Capital Management
Florida
$2.07M +$64.7K +903 +3%
CIS
1285
Capital International Sarl
California
$2.06M +$80.1K +1,118 +4%
CMI
1286
Clare Market Investments
Texas
$2.06M +$30.4K +425 +2%
BWP
1287
BSW Wealth Partners
Colorado
$2.05M -$110K -1,535 -5%
BP
1288
BBR Partners
New York
$2.05M -$11.7K -163 -0.6%
VAS
1289
Valicenti Advisory Services
New York
$2.04M -$16.5K -230 -0.8%
LCM
1290
LVM Capital Management
Michigan
$2.04M -$72 -1 -0%
KP
1291
Keel Point
Alabama
$2.04M +$235K +3,279 +13%
AFS
1292
Access Financial Services
Minnesota
$2.04M +$527K +7,360 +35%
MSFP
1293
Mark Sheptoff Financial Planning
Connecticut
$2.04M -$5.01K -70 -0.2%
PL
1294
Perpetual Ltd
Australia
$2.04M – – –
JWA
1295
JFS Wealth Advisors
Pennsylvania
$2.04M +$71.3K +996 +4%
VC
1296
Veracity Capital
Georgia
$2.03M -$119K -1,656 -6%
AWP
1297
Accretive Wealth Partners
New Jersey
$2.03M +$317K +4,418 +18%
BAAM
1298
Baker Avenue Asset Management
California
$2.03M +$1.3M +18,131 +178%
HIP
1299
Harrell Investment Partners
Texas
$2.03M +$294K +4,099 +17%
CCWM
1300
Correct Capital Wealth Management
Missouri
$2.02M +$100K +1,401 +5%
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