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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 %
UWPG
1726
Ullmann Wealth Partners Group
Florida
$1.03M -$1.34K -19 -0.1%
SSA
1727
Sierra Summit Advisors
Nevada
$1.03M +$35.7K +505 +4%
HAS
1728
HBW Advisory Services
California
$1.03M -$26.2K -371 -2%
DE
1729
Diversified Enterprises
Delaware
$1.03M -$6.3K -89 -0.6%
EFA
1730
Evernest Financial Advisors
Indiana
$1.02M +$149K +2,109 +17%
LMKC
1731
L.M. Kohn & Company
Ohio
$1.02M -$62.8K -887 -6%
NONA
1732
Ninety One North America
New York
$1.02M -$185K -2,613 -15%
CBT
1733
Crews Bank & Trust
Florida
$1.02M – – –
PIA
1734
Powell Investment Advisors
Florida
$1.02M +$820K +11,501 +412%
THCM
1735
Taylor Hoffman Capital Management
Virginia
$1.02M +$2.62K +37 +0.3%
LC
1736
LCNB Corp
Ohio
$1.02M -$12.7K -179 -1%
JSC
1737
Jackson Square Capital
California
$1.01M +$495 +7 +0%
WAAG
1738
Wealth Alliance Advisory Group
Kansas
$1.01M +$83.1K +1,175 +9%
JWWM
1739
Johnson & White Wealth Management
Pennsylvania
$1.01M -$3.68K -52 -0.4%
TWA
1740
Talisman Wealth Advisors
New Jersey
$1M +$11.2K +158 +1%
AFA
1741
American Financial Advisors
Georgia
$996K +$1.7K +24 +0.2%
CUAMC
1742
China Universal Asset Management Company
China
$996K -$902K -12,632 -48%
PMA
1743
Prudent Man Advisors
Illinois
$996K +$385 +5 +0%
RF
1744
Roxbury Financial
New Jersey
$994K -$24.4K -345 -2%
AA
1745
ACT Advisors
North Carolina
$993K +$54.5K +771 +6%
FCFC
1746
First Commonwealth Financial Corp
Pennsylvania
$991K +$36.8K +520 +4%
AAP
1747
Aristotle Atlantic Partners
Florida
$991K – – –
MAM
1748
Morse Asset Management
Connecticut
$990K +$28.3K +400 +3%
SNBOSCI
1749
Security National Bank of Sioux City Iowa
Iowa
$990K -$154K -2,170 -13%
FFBTD
1750
First Financial Bank - Trust Division
Ohio
$989K +$35.7K +505 +4%
68 69
70
71 72