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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 %
SP
1626
Successful Portfolios
Florida
$1.2M +$71 +1 +0%
VFA
1627
Voya Financial Advisors
Connecticut
$1.2M +$26.9K +382 +2%
PIM
1628
Provident Investment Management
Michigan
$1.2M – – –
CCP
1629
Cassia Capital Partners
North Carolina
$1.2M -$44.5K -629 -4%
ALAM
1630
Asahi Life Asset Management
Japan
$1.2M +$30.7K +434 +3%
AWM
1631
Allen Wealth Management
North Carolina
$1.2M +$4.95K +70 +0.4%
AWM
1632
Aberdeen Wealth Management
Illinois
$1.2M -$13.9K -196 -1%
AFIA
1633
America First Investment Advisors
Nebraska
$1.19M – – –
MAG
1634
Mayfair Advisory Group
Alabama
$1.19M +$352 +5 +0%
CPA
1635
Court Place Advisors
Maryland
$1.19M -$566 -8 -0%
MFG
1636
MidWestOne Financial Group
Iowa
$1.19M – – –
CastleKeep Investment Advisors
1637
CastleKeep Investment Advisors
Connecticut
$1.19M -$193K -2,724 -14%
ICA
1638
Infrastructure Capital Advisors
New York
$1.19M +$243K +3,429 +26%
CBT
1639
Central Bank & Trust
Kentucky
$1.18M +$45K +636 +4%
PWP
1640
Precedent Wealth Partners
Texas
$1.18M +$1.18M +16,728 New
BA
1641
Bridgewater Advisors
New York
$1.18M +$43.5K +627 +4%
HWA
1642
Heritage Wealth Advisors
Virginia
$1.18M +$9.91K +140 +0.8%
GAAM
1643
Guinness Atkinson Asset Management
California
$1.18M – – –
FPW
1644
Fairvoy Private Wealth
Alabama
$1.18M +$5.87K +83 +0.5%
KFS
1645
Kurt F. Somerville
$1.18M -$113K -1,600 -9%
SWMG
1646
Signature Wealth Management Group
Georgia
$1.18M +$637 +9 +0.1%
CFA
1647
Capstone Financial Advisors
Illinois
$1.17M -$22.1K -313 -2%
CCG
1648
Coastwise Capital Group
California
$1.17M -$164K -2,312 -12%
TSW
1649
Thompson Siegel & Walmsley
Virginia
$1.17M -$49.3K -696 -4%
CRCM
1650
Crystal Rock Capital Management
Illinois
$1.17M +$1.17M +16,525 New
64 65
66
67 68