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Coca-Cola
KO

Overview Fund Activity

3,322 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 258 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
3,322
Holders Change
+79
Holders Change %
+2.44%
% of All Funds
45.11%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
258
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 %
BFA
1401
Beaumont Financial Advisors
Massachusetts
$1.7M +$50.1K +699 +3%
KFI
1402
Key Financial Inc
Pennsylvania
$1.7M -$14.4K -201 -0.8%
PWW
1403
Pettyjohn Wood & White
Virginia
$1.7M -$206K -2,875 -11%
ACP
1404
Aviance Capital Partners
Florida
$1.7M -$21.1K -294 -1%
TP
1405
Tranquility Partners
Tennessee
$1.69M – – –
BB
1406
Bell Bank
North Dakota
$1.69M -$178K -2,492 -10%
GC
1407
Grimes & Company
Massachusetts
$1.69M +$13.3K +185 +0.8%
FSA
1408
Financial Security Advisor
Virginia
$1.69M -$32.8K -455 -2%
SPFA
1409
Summit Place Financial Advisors
New Jersey
$1.68M +$64.5K +900 +4%
MFA
1410
Mayflower Financial Advisors
Massachusetts
$1.68M -$35.7K -499 -2%
RCM
1411
Raleigh Capital Management
North Carolina
$1.67M -$610K -8,518 -27%
LAM
1412
Lummis Asset Management
Texas
$1.67M +$615K +8,550 +58%
CFD
1413
Creative Financial Designs
Indiana
$1.65M +$186K +2,603 +13%
CWM
1414
Chesapeake Wealth Management
Virginia
$1.65M -$39.5K -552 -2%
DI
1415
Diligent Investors
California
$1.64M -$500K -6,981 -23%
FBFS
1416
First Business Financial Services
Wisconsin
$1.64M -$73.6K -1,027 -4%
PWSG
1417
Pacific Wealth Strategies Group
California
$1.64M +$33.5K +468 +2%
SCM
1418
Stevens Capital Management
Pennsylvania
$1.64M +$1.24M +17,375 +318%
BFC
1419
Bedel Financial Consulting
Indiana
$1.63M +$7.46K +104 +0.5%
HCM
1420
Howard Capital Management
Georgia
$1.63M -$232K -3,238 -12%
CA
1421
Carson Advisory
Georgia
$1.63M -$70.2K -980 -4%
TIM
1422
Tevis Investment Management
Texas
$1.63M – – –
NERM
1423
New England Research & Management
Illinois
$1.63M -$48.4K -675 -3%
SCA
1424
Sandy Cove Advisors
Massachusetts
$1.62M +$34.7K +485 +2%
CFFP
1425
Center for Financial Planning
Michigan
$1.62M -$14.3K -200 -0.9%
55 56
57
58 59