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Coca-Cola
KO

Overview Fund Activity

3,298 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, 1,351 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,298
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
1,351
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 %
VFA
1626
Voya Financial Advisors
Connecticut
$1.2M +$26.9K +382 +2%
PIM
1627
Provident Investment Management
Michigan
$1.2M – – –
CCP
1628
Cassia Capital Partners
North Carolina
$1.2M -$44.5K -629 -4%
ALAM
1629
Asahi Life Asset Management
Japan
$1.2M +$30.7K +434 +3%
AWM
1630
Allen Wealth Management
North Carolina
$1.2M +$4.95K +70 +0.4%
AWM
1631
Aberdeen Wealth Management
Illinois
$1.2M -$13.9K -196 -1%
AFIA
1632
America First Investment Advisors
Nebraska
$1.19M – – –
MAG
1633
Mayfair Advisory Group
Alabama
$1.19M +$352 +5 +0%
CPA
1634
Court Place Advisors
Maryland
$1.19M -$566 -8 -0%
MFG
1635
MidWestOne Financial Group
Iowa
$1.19M – – –
CastleKeep Investment Advisors
1636
CastleKeep Investment Advisors
Connecticut
$1.19M -$193K -2,724 -14%
ICA
1637
Infrastructure Capital Advisors
New York
$1.19M +$243K +3,429 +26%
CBT
1638
Central Bank & Trust
Kentucky
$1.18M +$45K +636 +4%
PWP
1639
Precedent Wealth Partners
Texas
$1.18M +$1.18M +16,728 New
BA
1640
Bridgewater Advisors
New York
$1.18M +$43.5K +627 +4%
HWA
1641
Heritage Wealth Advisors
Virginia
$1.18M +$9.91K +140 +0.8%
GAAM
1642
Guinness Atkinson Asset Management
California
$1.18M – – –
FPW
1643
Fairvoy Private Wealth
Alabama
$1.18M +$5.87K +83 +0.5%
KFS
1644
Kurt F. Somerville
$1.18M -$113K -1,600 -9%
SWMG
1645
Signature Wealth Management Group
Georgia
$1.18M +$637 +9 +0.1%
CFA
1646
Capstone Financial Advisors
Illinois
$1.17M -$22.1K -313 -2%
CCG
1647
Coastwise Capital Group
California
$1.17M -$164K -2,312 -12%
TSW
1648
Thompson Siegel & Walmsley
Virginia
$1.17M -$49.3K -696 -4%
CRCM
1649
Crystal Rock Capital Management
Illinois
$1.17M +$1.17M +16,525 New
QC
1650
Quent Capital
New York
$1.17M +$107K +1,516 +10%
64 65
66
67 68