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Coca-Cola
KO

Overview Fund Activity

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

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 %
CAM
1451
Claret Asset Management
Quebec, Canada
$1.54M +$14.4K +204 +0.9%
WEG
1452
World Equity Group
Illinois
$1.54M -$637 -9 -0%
BIG
1453
Brookwood Investment Group
Arizona
$1.53M -$59.6K -842 -4%
BCB
1454
Brian C. Broderick
$1.53M – – –
BAM
1455
Boyar Asset Management
New York
$1.53M -$5.24K -74 -0.3%
JIC
1456
Joel Isaacson & Co
New York
$1.52M +$31.4K +444 +2%
JSL
1457
JT Stratford LLC
Georgia
$1.52M +$44.9K +634 +3%
WC
1458
Wynn Capital
Georgia
$1.52M -$18.7K -265 -1%
NSB
1459
Norway Savings Bank
Maine
$1.52M -$6.01K -85 -0.4%
NA
1460
Nordwand Advisors
Pennsylvania
$1.52M +$1.52M +21,467 New
WWA
1461
WCG Wealth Advisors
Nevada
$1.52M +$9.06K +128 +0.6%
EGM
1462
Engineers Gate Manager
New York
$1.52M -$822K -11,623 -35%
SWM
1463
Segment Wealth Management
Texas
$1.51M -$90.8K -1,283 -6%
TPI
1464
Trust Point Inc
Wisconsin
$1.51M +$50.2K +709 +3%
FRA
1465
Front Row Advisors
California
$1.5M -$784 -11 -0.1%
AIS
1466
AM Investment Strategies
Tennessee
$1.5M +$11.1K +157 +0.7%
4WM
1467
49 Wealth Management
Texas
$1.5M +$88.2K +1,246 +6%
LHC
1468
Little House Capital
Massachusetts
$1.5M -$6.86K -97 -0.5%
CC
1469
Courier Capital
New York
$1.5M -$49.2K -696 -3%
PPA
1470
Painted Porch Advisors
California
$1.49M -$25.3K -358 -2%
SAM
1471
Summit Asset Management
Tennessee
$1.49M -$68.1K -963 -4%
SA
1472
Strategic Advisors
New York
$1.49M +$14.8K +209 +1%
SHWM
1473
Smith & Howard Wealth Management
Georgia
$1.49M +$40.5K +572 +3%
DWM
1474
Dynasty Wealth Management
Florida
$1.49M -$21.2K -300 -1%
FA
1475
Fiduciary Alliance
South Carolina
$1.49M +$156K +2,201 +12%
57 58
59
60 61