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Coca-Cola
KO

3,466 hedge funds and large institutions have $223B invested in Coca-Cola in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,438 increasing their positions, 1,303 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 379 | Existing positions closed: 120

23% more call options, than puts

Call options by funds: $2.13B | Put options by funds: $1.74B

10% more repeat investments, than reductions

Existing positions increased: 1,438 | Existing positions reduced: 1,303

8% more capital invested

Capital invested by funds: $206B → $223B (+$17B)

6% more funds holding

Funds holding: 3,278 → 3,466 (+188)

2.02% more ownership

Funds ownership: 72.07% → 74.09% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 56 → 54 (-2)

Holders
3,466
Holders Change
+188
Holders Change %
+5.74%
% of All Funds
42.15%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.66%
New
379
Increased
1,438
Reduced
1,303
Closed
120
Calls
$2.13B
Puts
$1.74B
Net Calls
+$393M
Net Calls Change
+$50.6M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$685M
2
Bank of America
Bank of America
North Carolina
+$627M
3
Capital World Investors
Capital World Investors
California
+$435M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$410M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$385M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$469M
3
DZ Bank
DZ Bank
Germany
-$364M
4
Vontobel Holding
Vontobel Holding
Switzerland
-$358M
5
Barclays
Barclays
United Kingdom
-$310M
Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1601
Deseret Mutual Benefit Administrators
Utah
$1.28M -$55.7K -799 -4%
HVP
1602
Hudson Value Partners
Florida
$1.27M – – –
HCM
1603
HMS Capital Management
Tennessee
$1.27M -$8.92K -128 -0.7%
BMO
1604
Beck Mack & Oliver
New York
$1.27M – – –
RCM
1605
Raleigh Capital Management
North Carolina
$1.27M +$54.5K +782 +5%
AGP
1606
Autumn Glory Partners
Texas
$1.27M +$14.8K +213 +1%
HDA
1607
Harold Davidson & Associates
California
$1.27M -$81.7K -1,172 -6%
BTWM
1608
Baker Tilly Wealth Management
Wisconsin
$1.26M +$63.2K +906 +5%
CCP
1609
Cassia Capital Partners
North Carolina
$1.26M -$72.8K -1,044 -5%
PTC
1610
Philadelphia Trust Company
Pennsylvania
$1.26M – – –
MSWM
1611
McGlone Suttner Wealth Management
Wisconsin
$1.26M +$42.8K +614 +4%
TC
1612
TwinBeech Capital
New York
$1.25M +$901K +12,925 +257%
PCMM
1613
Piedmont Capital Management (Montana)
Montana
$1.25M -$18.3K -263 -1%
CD
1614
Chapin Davis
Maryland
$1.25M -$70.7K -1,014 -5%
TIAAOA
1615
Teachers Insurance & Annuity Association of America
New York
$1.25M – – –
FCAS
1616
First Command Advisory Services
Texas
$1.25M -$39.9K -573 -3%
AWM
1617
Avior Wealth Management
Nebraska
$1.25M -$91.5K -1,313 -7%
SDAM
1618
Shulman DeMeo Asset Management
New York
$1.25M +$2.93K +42 +0.2%
CPSAC
1619
Chas P. Smith & Associates (CPS)
Florida
$1.24M +$184K +2,633 +17%
HBW
1620
Hazlett, Burt & Watson
West Virginia
$1.24M +$68.2K +978 +6%
KAS
1621
KPP Advisory Services
Kentucky
$1.24M +$152K +2,183 +14%
WG
1622
Wealth Group
North Carolina
$1.24M +$1.23M +17,663 New
DFA
1623
Delta Financial Advisors
Louisiana
$1.23M +$250K +3,579 +25%
NRC
1624
New Republic Capital
North Carolina
$1.23M +$649K +9,310 +112%
BCP
1625
Berkeley Capital Partners
Georgia
$1.23M -$58K -832 -5%
63 64
65
66 67

KO Hedge Fund Activity: Q4 2025 in Review

3,466 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2025, worth a combined $223B — up 8.3% from $206B a quarter earlier.

Buyers outnumbered sellers: 379 funds opened new KO positions and 120 closed out — a net gain of 259 holders — while 1,438 added to existing stakes and 1,303 trimmed.

The largest buyer was Marshall Wace, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $1.24B.

  • 3,466 institutional investors held Coca-Cola (KO) as of Q4 2025, up from 3,278 in Q3 2025.
  • Funds reported $223B of Coca-Cola stock for Q4 2025, up 8.3% quarter-over-quarter.
  • 379 funds opened new Coca-Cola positions in Q4 2025 and 120 closed out, a net change of +259 holders.
  • The largest Coca-Cola buyer in Q4 2025 was Marshall Wace, an estimated $685M added.
  • The largest Coca-Cola seller in Q4 2025 was JP Morgan Chase, an estimated $1.24B sold.

Based on aggregated 13F filings for Q4 2025.