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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 %
LPT
1876
Legacy Private Trust
Wisconsin
$854K -$4.74K -67 -0.6%
AF
1877
Apexium Financial
Texas
$854K +$11.9K +168 +1%
LA
1878
LM Advisors
California
$852K -$4.74K -67 -0.6%
RAM
1879
Redmond Asset Management
Virginia
$852K +$17.7K +250 +2%
SIC
1880
Sterling Investment Counsel
New York
$849K -$1.93M -27,246 -69%
AIM
1881
Advyzon Investment Management
Illinois
$846K +$322K +4,548 +61%
HI
1882
Hendershot Investments
Virginia
$845K – – –
MAWCM
1883
Mine & Arao Wealth Creation & Management
California
$845K +$20.7K +293 +3%
TWM
1884
Trueblood Wealth Management
Ohio
$844K +$8.28K +117 +1%
JFA
1885
JNBA Financial Advisors
Minnesota
$843K -$53.1K -750 -6%
SFG
1886
Sovereign Financial Group
Connecticut
$843K +$12.1K +171 +1%
JWCA
1887
J.W. Coons Advisors
Ohio
$842K -$7.08K -100 -0.8%
RPSA
1888
Richard P. Slaughter Associates
Texas
$840K +$54.8K +774 +7%
LOIP
1889
Live Oak Investment Partners
Texas
$836K -$26.5K -375 -3%
CFS
1890
Commonwealth Financial Services
West Virginia
$835K +$34.1K +482 +4%
CT
1891
Clearstead Trust
Maine
$835K -$47K -664 -5%
IWA
1892
IVC Wealth Advisors
Pennsylvania
$834K +$8.21K +116 +1%
RFA
1893
Register Financial Advisors
Georgia
$833K -$34.9K -494 -4%
FHWM
1894
Fox Hill Wealth Management
Massachusetts
$830K +$830K +11,738 New
FCG
1895
Fielder Capital Group
Tennessee
$830K -$2.12K -30 -0.3%
FDS
1896
First Dallas Securities
Texas
$830K -$27.9K -395 -3%
PIP
1897
Peachtree Investment Partners
Florida
$829K +$1.98K +28 +0.2%
AP
1898
Atwood & Palmer
Missouri
$829K – – –
SFG
1899
Sather Financial Group
Texas
$826K -$3.47K -49 -0.4%
MA
1900
MBA Advisors
Pennsylvania
$825K -$55.1K -779 -6%
74 75
76
77 78