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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 %
OPW
1651
Oxler Private Wealth
New York
$1.17M -$106K -1,495 -8%
MAWA
1652
Moss Adams Wealth Advisors
Washington
$1.16M +$153K +2,141 +15%
TAM
1653
Townsend Asset Management
North Carolina
$1.16M -$25.6K -362 -2%
ECM
1654
EagleClaw Capital Management
Massachusetts
$1.16M – – –
WI
1655
WrapManager Inc
California
$1.15M -$18.3K -259 -2%
NCM
1656
Novare Capital Management
North Carolina
$1.15M -$270K -3,815 -19%
CHAM
1657
Clear Harbor Asset Management
Connecticut
$1.15M -$3.54K -50 -0.3%
MAM
1658
Mystic Asset Management
Rhode Island
$1.15M -$6.23K -88 -0.5%
BCM
1659
Blume Capital Management
California
$1.15M -$45.3K -640 -4%
LJAC
1660
L.J. Altfest & Co
New York
$1.15M -$9.83K -139 -0.9%
CPBTD
1661
Central Pacific Bank - Trust Division
Hawaii
$1.14M -$9.76K -138 -0.8%
MJRIC
1662
Mogy Joel R Investment Counsel
California
$1.14M – – –
QWP
1663
Quotient Wealth Partners
Texas
$1.14M +$6.37K +90 +0.6%
CCA
1664
Childress Capital Advisors
Texas
$1.14M +$182K +2,575 +19%
WMA
1665
West Michigan Advisors
Michigan
$1.14M +$340K +4,771 +43%
JSAM
1666
J. Safra Asset Management
New York
$1.13M +$767K +10,905 +209%
OHWA
1667
Oak Hill Wealth Advisors
Virginia
$1.13M -$70 -1 -0%
SLT
1668
St Louis Trust
Missouri
$1.13M – – –
AAP
1669
Arax Advisory Partners
Colorado
$1.13M +$264K +2,840 +30%
CC
1670
Cadinha & Co
Hawaii
$1.13M +$892K +12,608 +377%
EA
1671
Everpar Advisors
Oklahoma
$1.12M -$278K -3,936 -20%
CWM
1672
Calamos Wealth Management
Illinois
$1.12M +$19.5K +276 +2%
CJ
1673
Caitlin John
Michigan
$1.12M +$1.12M +15,815 New
PPWP
1674
Premier Path Wealth Partners
New Jersey
$1.12M +$151K +2,139 +16%
LAM
1675
L2 Asset Management
Massachusetts
$1.12M +$60.4K +853 +6%
65 66
67
68 69