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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
PIM
1651
Provident Investment Management
Michigan
$1.19M – – –
BFC
1652
Blue Fin Capital
Rhode Island
$1.19M -$77.1K -1,106 -6%
AWM
1653
Aberdeen Wealth Management
Illinois
$1.18M +$279 +4 +0%
MFG
1654
MidWestOne Financial Group
Iowa
$1.18M +$6.97K +100 +0.6%
AFIA
1655
America First Investment Advisors
Nebraska
$1.18M – – –
OKSA
1656
O'Keefe Stevens Advisory
New York
$1.18M +$72.1K +1,034 +7%
ONST
1657
Old North State Trust
North Carolina
$1.18M -$41.4K -594 -3%
DE
1658
Diversified Enterprises
Delaware
$1.17M +$149K +2,143 +15%
MAG
1659
Mayfair Advisory Group
Alabama
$1.17M -$13.2K -189 -1%
IIC
1660
Integrated Investment Consultants
Michigan
$1.17M +$534K +7,655 +84%
AA
1661
Aire Advisors
California
$1.17M +$6.69K +96 +0.6%
BIG
1662
Brookwood Investment Group
Arizona
$1.17M -$304K -4,366 -21%
RWFS
1663
Rayburn West Financial Services
Tennessee
$1.17M +$1.16M +16,697 New
TL
1664
Tradewinds LLC
North Carolina
$1.17M +$139 +2 +0%
FPW
1665
Fairvoy Private Wealth
Alabama
$1.16M +$178K +2,554 +18%
AF
1666
Advisornet Financial
Minnesota
$1.16M +$45.5K +653 +4%
BCM
1667
BluePath Capital Management
Georgia
$1.16M -$853K -12,237 -42%
MCM
1668
Mainstay Capital Management
Michigan
$1.16M – – –
QC
1669
Quent Capital
New York
$1.16M +$82.6K +1,185 +8%
CGIM
1670
Capital Group Investment Management
Singapore
$1.15M +$665K +9,534 +136%
VFA
1671
Voya Financial Advisors
Connecticut
$1.15M -$63.3K -908 -5%
GWANC
1672
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M -$14.9K -214 -1%
TA
1673
TCM Advisors
West Virginia
$1.15M – – –
TFA
1674
Transamerica Financial Advisors
Florida
$1.15M +$79.5K +1,141 +7%
MAWA
1675
Moss Adams Wealth Advisors
Washington
$1.15M +$33K +473 +3%
65 66
67
68 69

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.