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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 %
CSB
1701
City State Bank
Iowa
$1.08M – – –
CB
1702
CNB Bank
Pennsylvania
$1.07M -$70.9K -1,002 -6%
AWM
1703
Angeles Wealth Management
California
$1.07M -$9.76K -138 -0.9%
RCWM
1704
Royal Capital Wealth Management
Indiana
$1.07M +$495 +7 +0%
GG
1705
Gleason Group
Kentucky
$1.07M -$13.3K -188 -1%
APWA
1706
Atlas Private Wealth Advisors
New Jersey
$1.07M -$272K -3,851 -20%
RWM
1707
RKL Wealth Management
Pennsylvania
$1.06M -$6.44K -91 -0.6%
ML
1708
McAdam LLC
Pennsylvania
$1.06M +$59.6K +843 +6%
PB
1709
Pinnacle Bancorp
Nebraska
$1.05M -$10.6K -150 -1%
NRI
1710
NFP Retirement Inc
California
$1.05M -$153K -2,161 -13%
SMG
1711
Smart Money Group
Texas
$1.05M +$99.3K +1,403 +10%
FAM
1712
Formidable Asset Management
Ohio
$1.05M – – –
HP
1713
Hilltop Partners
Indiana
$1.05M +$14.6K +207 +1%
SSCM
1714
Spectrum Strategic Capital Management
Oregon
$1.05M +$1.05M +14,823 New
SCM
1715
Sunbeam Capital Management
Georgia
$1.05M +$72.8K +1,021 +7%
OFS
1716
OneAscent Financial Services
Alabama
$1.05M -$1.1M -15,456 -51%
MFG
1717
Mainsail Financial Group
Washington
$1.04M +$16.4K +236 +2%
WAG
1718
Wiser Advisor Group
Arizona
$1.04M +$26.7K +378 +3%
MWA
1719
MN Wealth Advisors
Kansas
$1.04M -$324K -4,582 -24%
KA
1720
Klingman & Associates
New York
$1.04M +$153K +2,167 +17%
BFG
1721
Berger Financial Group
Minnesota
$1.04M +$4.25K +60 +0.4%
AI
1722
Accredited Investors
Minnesota
$1.04M +$30.6K +433 +3%
KFS
1723
Keynote Financial Services
Connecticut
$1.04M -$8.35K -118 -0.8%
TWM
1724
Thrive Wealth Management
Pennsylvania
$1.03M -$2.05K -29 -0.2%
GS
1725
GTS Securities
New York
$1.03M -$2.92M -41,330 -74%
67 68
69
70 71