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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 %
MSWM
1601
McGlone Suttner Wealth Management
Wisconsin
$1.24M +$18.3K +259 +1%
ONST
1602
Old North State Trust
North Carolina
$1.24M -$55.1K -779 -4%
BCFS
1603
Butensky & Cohen Financial Security
Florida
$1.24M -$197K -2,784 -14%
GWANC
1604
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24M +$161K +2,279 +15%
CANC
1605
Culbertson A N & Co
Virginia
$1.23M – – –
GBT
1606
Grove Bank & Trust
Florida
$1.23M +$24.1K +341 +2%
BMO
1607
Beck Mack & Oliver
New York
$1.23M -$150K -2,120 -11%
HCM
1608
HMS Capital Management
Tennessee
$1.23M -$92.7K -1,310 -7%
MIC
1609
Means Investment Company
Maine
$1.23M -$990 -14 -0.1%
GSC
1610
G&S Capital
Colorado
$1.23M -$354 -5 -0%
WCM
1611
Windsor Capital Management
Arizona
$1.22M -$47.5K -671 -4%
CWP
1612
Core Wealth Partners
California
$1.22M +$19.5K +275 +2%
APA
1613
Astoria Portfolio Advisors
New York
$1.22M +$21.6K +312 +2%
SDAM
1614
Shulman DeMeo Asset Management
New York
$1.22M -$33.4K -472 -3%
MCM
1615
Marathon Capital Management
Maryland
$1.22M -$28.3K -400 -2%
BA
1616
Ballast Advisors
Minnesota
$1.22M +$7.08K +100 +0.6%
PA
1617
PFG Advisors
Arizona
$1.21M +$233K +3,291 +24%
AA
1618
Aire Advisors
California
$1.21M +$1.56K +22 +0.1%
PFGIA
1619
Patriot Financial Group Insurance Agency
Massachusetts
$1.21M +$119K +1,682 +11%
RLWM
1620
RF&L Wealth Management
Massachusetts
$1.21M – – –
ZI
1621
ZEGA Investments
Florida
$1.21M – – –
ORC
1622
O'Rourke & Company
Massachusetts
$1.21M -$283 -4 -0%
HBW
1623
Hazlett, Burt & Watson
West Virginia
$1.21M +$115K +1,630 +11%
GWM
1624
GSB Wealth Management
Connecticut
$1.21M -$128K -1,815 -10%
3IP
1625
3Chopt Investment Partners
Virginia
$1.2M -$106K -1,491 -8%
63 64
65
66 67