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 %
AA
1626
Aire Advisors
California
$1.23M -$54K -754 -4%
AWM
1627
Aberdeen Wealth Management
Illinois
$1.22M -$7.16K -100 -0.6%
ZI
1628
ZEGA Investments
Florida
$1.22M -$430 -6 -0%
ORC
1629
O'Rourke & Company
Massachusetts
$1.22M -$61.3K -856 -5%
GBT
1630
Grove Bank & Trust
Florida
$1.22M +$404K +5,643 +49%
BA
1631
Ballast Advisors
Minnesota
$1.22M – – –
NRI
1632
NFP Retirement Inc
California
$1.22M -$7.45K -104 -0.6%
IIC
1633
Integrated Investment Consultants
Michigan
$1.22M -$275K -3,838 -18%
NONA
1634
Ninety One North America
New York
$1.22M -$195K -2,717 -14%
SP
1635
Successful Portfolios
Florida
$1.22M – – –
SIA
1636
SkyView Investment Advisors
New Jersey
$1.22M +$310K +4,327 +34%
PIM
1637
Provident Investment Management
Michigan
$1.22M -$50.1K -700 -4%
FFO
1638
Fiduciary Family Office
Florida
$1.22M +$1.22M +17,000 New
CWP
1639
Core Wealth Partners
California
$1.22M -$127K -1,778 -9%
WSC
1640
Wellington Shields & Co
New York
$1.22M -$7.16K -100 -0.6%
PWPS
1641
Pinnacle Wealth Planning Services
Ohio
$1.21M +$59.4K +830 +5%
GM
1642
GeoWealth Management
Illinois
$1.21M -$345K -4,813 -22%
GAG
1643
GM Advisory Group
New York
$1.21M -$30.4K -425 -2%
MAG
1644
Mayfair Advisory Group
Alabama
$1.21M -$43.1K -602 -3%
VWM
1645
Venturi Wealth Management
Texas
$1.21M -$13.8K -192 -1%
CFA
1646
Capstone Financial Advisors
Illinois
$1.21M -$21.3K -297 -2%
IWA
1647
Icon Wealth Advisors
Texas
$1.21M +$6.37K +89 +0.5%
AFIA
1648
America First Investment Advisors
Nebraska
$1.21M – – –
BCM
1649
Blume Capital Management
California
$1.21M +$215 +3 +0%
AWM
1650
Allen Wealth Management
North Carolina
$1.21M +$20.1K +280 +2%
64 65
66
67 68