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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 %
ATS
1826
Ashton Thomas Securities
New York
$927K +$642K +8,957 +224%
AWM
1827
Accredited Wealth Management
Kentucky
$926K -$3.61K -50 -0.4%
PW
1828
Paladin Wealth
Minnesota
$924K +$23.8K +332 +3%
WP
1829
Westmount Partners
California
$923K -$105K -1,465 -10%
MSS
1830
Mitchell Sinkler & Starr
Pennsylvania
$923K -$102K -1,424 -10%
OKSA
1831
O'Keefe Stevens Advisory
New York
$921K +$193K +2,701 +27%
IP
1832
Ignite Planners
California
$921K +$42.2K +592 +5%
SW
1833
SkyOak Wealth
Michigan
$920K -$2.65K -37 -0.3%
LSA
1834
Lion Street Advisors
Texas
$920K -$69.3K -968 -7%
LIM
1835
Letson Investment Management
Georgia
$916K – – –
DFA
1836
Delta Financial Advisors
Louisiana
$916K – – –
BIM
1837
Baldwin Investment Management
Pennsylvania
$915K +$283K +3,950 +45%
DA
1838
Detalus Advisors
Missouri
$910K +$6.95K +97 +0.8%
ADBIC
1839
A.D. Beadell Investment Counsel
Wisconsin
$909K -$73.4K -1,025 -7%
JFA
1840
JNBA Financial Advisors
Minnesota
$907K -$50.5K -705 -5%
SWA
1841
SFMG Wealth Advisors
Texas
$905K +$7.23K +101 +0.8%
FDS
1842
Freedom Day Solutions
Texas
$903K -$79.6K -1,112 -8%
HCC
1843
Hirtle Callaghan & Co
Pennsylvania
$902K -$88.3K -1,233 -9%
FNBTCON
1844
First National Bank & Trust Co of Newtown
Pennsylvania
$902K -$10.7K -150 -1%
ATWA
1845
Arbor Trust Wealth Advisors
Michigan
$902K -$41.5K -576 -4%
S
1846
SimplyRich
California
$899K -$11K -154 -1%
SSW
1847
Stone Summit Wealth
Florida
$898K -$19K -265 -2%
ECM
1848
Estabrook Capital Management
New York
$898K -$143K -2,000 -14%
KA
1849
Klingman & Associates
New York
$896K +$215K +2,999 +32%
PHIC
1850
Pine Haven Investment Counsel
Massachusetts
$895K – – –
72 73
74
75 76