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Coca-Cola

3,299 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, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,299
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
1,352
Closed
132
Calls
$2.22B
Puts
$1.73B
Net Calls
+$492M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWAG
1401
Mid-American Wealth Advisory Group
Missouri
$1.67M -$399K -5,639 -19%
NL
1402
Navalign LLC
California
$1.67M -$78.5K -1,109 -4%
MPI
1403
Mairs & Power Inc
Minnesota
$1.67M +$192K +2,716 +13%
FSA
1404
Financial Security Advisor
Virginia
$1.67M +$1.35K +19 +0.1%
TP
1405
Tranquility Partners
Tennessee
$1.66M -$7K -99 -0.4%
SGI
1406
Summit Global Investments
Utah
$1.66M -$9.01M -127,283 -84%
MWM
1407
Marion Wealth Management
Pennsylvania
$1.66M +$1.29M +18,270 +353%
SWA
1408
Stratos Wealth Advisors
Ohio
$1.66M -$37.5K -530 -2%
NL
1409
NWAM LLC
Washington
$1.66M -$2.34K -34 -0.1%
GSEP
1410
Golden State Equity Partners
California
$1.65M +$502K +7,094 +44%
MCM
1411
Monument Capital Management
Virginia
$1.65M +$208K +2,943 +14%
CA
1412
Carson Advisory
Georgia
$1.65M +$33.4K +472 +2%
OBGC
1413
O'Brien Greene & Co
Pennsylvania
$1.64M -$88.4K -1,250 -5%
TCPW
1414
Twin City Private Wealth
North Carolina
$1.64M +$195K +2,741 +13%
AHC
1415
Anderson Hoagland & Co
Missouri
$1.64M +$1.64M +23,186 New
CCWA
1416
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.64M -$675K -9,538 -29%
IA
1417
Integrity Alliance
Iowa
$1.63M -$3.24M -45,795 -66%
KFI
1418
Key Financial Inc
Pennsylvania
$1.63M -$51.9K -734 -3%
LAM
1419
Lummis Asset Management
Texas
$1.62M -$16.2K -230 -1%
HCM
1420
Hall Capital Management
Rhode Island
$1.62M +$47K +665 +3%
MI
1421
Motiv8 Investments
Florida
$1.62M +$119K +1,686 +8%
NERM
1422
New England Research & Management
Illinois
$1.62M +$11.2K +159 +0.7%
CFFP
1423
Center for Financial Planning
Michigan
$1.61M +$7.08K +100 +0.4%
CWM
1424
Chesapeake Wealth Management
Virginia
$1.61M -$20.4K -288 -1%
ESB
1425
Essex Savings Bank
Connecticut
$1.61M +$8.63K +122 +0.5%