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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 %
VAM
1701
Verity Asset Management
North Carolina
$1.13M +$510K +7,119 +83%
MPPW
1702
Mitchell & Pahl Private Wealth
Oklahoma
$1.12M -$9.45K -132 -0.8%
BWP
1703
Barlow Wealth Partners
Kentucky
$1.12M +$71.9K +1,000 +7%
BIP
1704
Blueprint Investment Partners
North Carolina
$1.12M +$828K +11,556 +286%
CWM
1705
Calamos Wealth Management
Illinois
$1.12M -$13.4K -187 -1%
FCB
1706
First County Bank
Connecticut
$1.11M -$255K -3,562 -19%
HBW
1707
Hazlett, Burt & Watson
West Virginia
$1.11M – – –
PFGIA
1708
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M -$30.4K -424 -3%
WBWA
1709
William B. Walkup & Associates
South Carolina
$1.11M +$40.8K +569 +4%
MA
1710
MCF Advisors
Kentucky
$1.1M -$61.5K -853 -5%
BPCE
1711
Bank Pictet & Cie (Europe)
Germany
$1.1M -$268K -3,737 -20%
WQ
1712
Wealth Quarterback
New Jersey
$1.1M -$165K -2,306 -13%
AP
1713
Appleton Partners
Massachusetts
$1.1M -$100K -1,400 -8%
LMKC
1714
L.M. Kohn & Company
Ohio
$1.1M -$28.1K -393 -2%
PAG
1715
Powers Advisory Group
Illinois
$1.1M -$21.1K -295 -2%
GG
1716
Gleason Group
Kentucky
$1.09M – – –
AWM
1717
Angeles Wealth Management
California
$1.09M -$1.29K -18 -0.1%
CSB
1718
City State Bank
Iowa
$1.09M -$143K -2,000 -12%
AWM
1719
Accurate Wealth Management
Florida
$1.09M +$101K +1,414 +10%
GWANC
1720
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$98.5K +1,376 +10%
AIP
1721
Almanack Investment Partners
Pennsylvania
$1.09M -$55.3K -772 -5%
FB
1722
Finward Bancorp
Indiana
$1.09M -$2.15K -30 -0.2%
RCWM
1723
Royal Capital Wealth Management
Indiana
$1.08M – – –
PB
1724
Pinnacle Bancorp
Nebraska
$1.08M +$18.5K +258 +2%
RWM
1725
RKL Wealth Management
Pennsylvania
$1.08M +$534K +7,459 +98%
67 68
69
70 71