KO icon

Coca-Cola
KO

Overview Fund Activity

3,323 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, 1,385 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,323
Holders Change
+80
Holders Change %
+2.47%
% of All Funds
45.12%
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
1,385
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 %
BFW
1551
Brady Family Wealth
Missouri
$1.37M +$931 +13 +0.1%
AA
1552
Advisory Alpha
Michigan
$1.36M +$124K +1,731 +10%
MC
1553
Martin & Co
Tennessee
$1.36M +$51.9K +724 +4%
GITFIT
1554
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.36M -$855K -11,933 -39%
IHL
1555
Investment House LLC
California
$1.36M -$272K -3,800 -17%
APWA
1556
Atlas Private Wealth Advisors
New Jersey
$1.36M -$774K -10,806 -36%
CCG
1557
Coastwise Capital Group
California
$1.35M +$212K +2,956 +19%
ZIG
1558
Zullo Investment Group
Pennsylvania
$1.35M +$21K +293 +2%
GWM
1559
GSB Wealth Management
Connecticut
$1.35M -$3.51K -49 -0.3%
RMDI
1560
R.M. Davis Inc
Maine
$1.35M +$22.8K +319 +2%
DAM
1561
Delta Asset Management
Tennessee
$1.35M -$10.5K -146 -0.8%
AA
1562
Alta Advisers
United Kingdom
$1.35M +$444K +6,200 +49%
AWM
1563
Avior Wealth Management
Nebraska
$1.35M -$187K -2,617 -12%
FA
1564
Fiduciary Alliance
South Carolina
$1.35M +$47.2K +659 +4%
MHS
1565
M Holdings Securities
Oregon
$1.35M +$1.35M +18,813 New
CD
1566
Chapin Davis
Maryland
$1.34M +$248K +3,459 +23%
AF
1567
Alerus Financial
North Dakota
$1.34M – – –
EA
1568
Emerald Advisors
Washington
$1.34M +$67.7K +945 +5%
CWM
1569
Cordatus Wealth Management
Pennsylvania
$1.34M +$101K +1,416 +8%
BTC
1570
Bank & Trust Company
Illinois
$1.34M -$23.6K -329 -2%
MFP
1571
Meridian Financial Partners
Virginia
$1.34M +$8.59K +120 +0.6%
TPA
1572
Trivium Point Advisory
Connecticut
$1.34M -$119K -1,655 -8%
HW
1573
Hedeker Wealth
Illinois
$1.33M -$23K -321 -2%
3IP
1574
3Chopt Investment Partners
Virginia
$1.33M +$1.33M +18,390 New
WFI
1575
West Family Investments
California
$1.32M +$196K +2,741 +17%
61 62
63
64 65