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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 %
WWM
1301
Wolff Wiese Magana
California
$2.02M +$64.6K +902 +3%
LWP
1302
LMG Wealth Partners
Louisiana
$2.02M +$7.02K +98 +0.3%
BE
1303
Bonness Enterprises
District of Columbia
$2.01M -$107K -1,500 -5%
PFBT
1304
Parkside Financial Bank & Trust
Missouri
$2.01M +$186K +2,599 +10%
WFS
1305
Widmann Financial Services
Maryland
$2.01M +$38.6K +539 +2%
LC
1306
Lindbrook Capital
California
$2.01M +$121K +1,688 +6%
EFMC
1307
Empire Financial Management Company
New York
$2M -$5.37K -75 -0.3%
SCM
1308
Schnieders Capital Management
California
$2M -$79.9K -1,116 -4%
SCP
1309
Stamos Capital Partners
California
$2M -$1.47M -20,590 -42%
SB
1310
Sunflower Bank
Texas
$1.99M +$25.3K +353 +1%
SWM
1311
SeaCrest Wealth Management
New York
$1.99M -$68.1K -951 -3%
FRA
1312
Frank Rimerman Advisors
California
$1.99M +$182K +2,535 +10%
KA
1313
Kovack Advisors
Florida
$1.98M -$288K -4,019 -13%
PWA
1314
Providence Wealth Advisors
Illinois
$1.97M -$4.08K -57 -0.2%
WCM
1315
Weaver Capital Management
Georgia
$1.97M +$94.4K +1,318 +5%
NSAM
1316
North Star Asset Management
Wisconsin
$1.96M -$88.7K -1,238 -4%
EF
1317
Exeter Financial
Arizona
$1.96M +$50.9K +710 +3%
EA
1318
Eclectic Associates
California
$1.96M -$2.08K -29 -0.1%
FFN
1319
Focus Financial Network
Minnesota
$1.95M -$67.9K -941 -3%
LFA
1320
Legacy Financial Advisors
Kentucky
$1.95M -$705K -9,838 -27%
AAG
1321
Armstrong Advisory Group
Massachusetts
$1.94M – – –
SLA
1322
Silver Lake Advisory
Utah
$1.94M – – –
TA
1323
TFG Advisers
Michigan
$1.94M -$9.31K -130 -0.5%
MKA
1324
M. Kulyk & Associates
Georgia
$1.94M -$28.2K -394 -1%
MYIA
1325
Mount Yale Investment Advisors
Colorado
$1.92M +$875K +12,211 +83%
51 52
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