KO icon

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 %
HA
1501
Hanover Advisors
South Carolina
$1.44M – – –
AC
1502
Apella Capital
Connecticut
$1.43M +$176K +2,483 +14%
SCA
1503
Sandy Cove Advisors
Massachusetts
$1.43M -$172K -2,436 -11%
1CP
1504
17 Capital Partners
Arizona
$1.43M -$139K -1,960 -9%
SWM
1505
Sendero Wealth Management
Texas
$1.43M -$2.76K -39 -0.2%
GFA
1506
Gallagher Fiduciary Advisors
Illinois
$1.43M -$153K -2,158 -10%
HWA
1507
Heartwood Wealth Advisors
Virginia
$1.43M +$51.9K +734 +4%
BL
1508
Balentine LLC
Georgia
$1.43M -$3.57M -50,480 -71%
BCA
1509
Bay Colony Advisors
Massachusetts
$1.42M -$1.34K -19 -0.1%
FFA
1510
Founders Financial Alliance
North Carolina
$1.42M -$96.4K -1,363 -6%
DMBA
1511
Deseret Mutual Benefit Administrators
Utah
$1.42M – – –
RFA
1512
ROI Financial Advisors
Oregon
$1.42M -$42.9K -607 -3%
AB
1513
Atlas Brown
Kentucky
$1.42M -$23.6K -333 -2%
MLA
1514
My Legacy Advisors
Oregon
$1.42M +$13.7K +197 +1%
SA
1515
Sovran Advisors
California
$1.41M +$41.9K +597 +3%
AIP
1516
Almanack Investment Partners
Pennsylvania
$1.41M +$336K +4,744 +31%
CPSAC
1517
Chas P. Smith & Associates (CPS)
Florida
$1.41M -$23.2K -328 -2%
WCM
1518
Winebrenner Capital Management
Kentucky
$1.41M +$19.5K +276 +1%
BMC
1519
Beaton Management Company
Massachusetts
$1.41M – – –
DBRC
1520
D.B. Root & Company
Pennsylvania
$1.41M -$62.7K -886 -4%
GA
1521
Guerra Advisors
Florida
$1.4M +$215K +3,043 +18%
HNWAG
1522
High Net Worth Advisory Group
Florida
$1.4M -$205K -2,898 -13%
EA
1523
Emerald Advisors
Washington
$1.4M +$67.9K +959 +5%
FL
1524
FreeGulliver LLC
Louisiana
$1.4M -$2.83K -40 -0.2%
TF
1525
Trek Financial
Arizona
$1.39M +$987K +13,954 +242%
59 60
61
62 63