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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 %
WEG
1451
World Equity Group
Illinois
$1.54M -$637 -9 -0%
BIG
1452
Brookwood Investment Group
Arizona
$1.53M -$59.6K -842 -4%
BCB
1453
Brian C. Broderick
$1.53M – – –
BAM
1454
Boyar Asset Management
New York
$1.53M -$5.24K -74 -0.3%
JIC
1455
Joel Isaacson & Co
New York
$1.52M +$31.4K +444 +2%
JSL
1456
JT Stratford LLC
Georgia
$1.52M +$44.9K +634 +3%
WC
1457
Wynn Capital
Georgia
$1.52M -$18.7K -265 -1%
NSB
1458
Norway Savings Bank
Maine
$1.52M -$6.01K -85 -0.4%
NA
1459
Nordwand Advisors
Pennsylvania
$1.52M +$1.52M +21,467 New
WWA
1460
WCG Wealth Advisors
Nevada
$1.52M +$9.06K +128 +0.6%
EGM
1461
Engineers Gate Manager
New York
$1.52M -$822K -11,623 -35%
SWM
1462
Segment Wealth Management
Texas
$1.51M -$90.8K -1,283 -6%
TPI
1463
Trust Point Inc
Wisconsin
$1.51M +$50.2K +709 +3%
FRA
1464
Front Row Advisors
California
$1.5M -$784 -11 -0.1%
AIS
1465
AM Investment Strategies
Tennessee
$1.5M +$11.1K +157 +0.7%
4WM
1466
49 Wealth Management
Texas
$1.5M +$88.2K +1,246 +6%
LHC
1467
Little House Capital
Massachusetts
$1.5M -$6.86K -97 -0.5%
CC
1468
Courier Capital
New York
$1.5M -$49.2K -696 -3%
PPA
1469
Painted Porch Advisors
California
$1.49M -$25.3K -358 -2%
SAM
1470
Summit Asset Management
Tennessee
$1.49M -$68.1K -963 -4%
SA
1471
Strategic Advisors
New York
$1.49M +$14.8K +209 +1%
SHWM
1472
Smith & Howard Wealth Management
Georgia
$1.49M +$40.5K +572 +3%
DWM
1473
Dynasty Wealth Management
Florida
$1.49M -$21.2K -300 -1%
FA
1474
Fiduciary Alliance
South Carolina
$1.49M +$156K +2,201 +12%
KIG
1475
Kennedy Investment Group
New Jersey
$1.49M -$4.67K -66 -0.3%
57 58
59
60 61