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Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
ABWM
1976
Alpine Bank Wealth Management
Colorado
$756K -$35.4K -500 -4%
ISFAN
1977
Investor's Fiduciary Advisor Network
Washington
$755K +$397K +5,611 +111%
NRG
1978
Nemes Rush Group
Michigan
$753K +$31.6K +447 +4%
RIS
1979
Retirement Income Solutions
Michigan
$752K +$4.81K +68 +0.6%
HCP
1980
Hardin Capital Partners
South Carolina
$751K -$49.3K -688 -6%
CA
1981
Calton & Associates
Florida
$751K +$197K +2,784 +36%
BSB
1982
Bangor Savings Bank
Maine
$751K -$39.9K -564 -5%
SWA
1983
SFMG Wealth Advisors
Texas
$751K -$143K -2,026 -16%
FIB
1984
First Interstate Bank
Montana
$746K -$11K -155 -1%
CNB
1985
Camden National Bank
Maine
$746K -$10.4K -147 -1%
NPF
1986
Norris Perne & French
Michigan
$746K +$1.13K +16 +0.2%
WIM
1987
WealthPlan Investment Management
Nebraska
$744K +$408K +5,766 +121%
PCH
1988
PGIM Custom Harvest
New Jersey
$743K -$499K -7,056 -40%
FH
1989
FWG Holdings
Florida
$742K +$11.3K +164 +2%
OW
1990
Olistico Wealth
Oklahoma
$741K +$4.17K +59 +0.6%
LIA
1991
LS Investment Advisors
Michigan
$739K -$35.4K -500 -5%
CIA
1992
Compass Ion Advisors
Pennsylvania
$739K +$4.03K +57 +0.5%
KWMG
1993
King Wealth Management Group
Florida
$736K +$566 +8 +0.1%
LSA
1994
L & S Advisors
California
$736K -$18.2K -257 -2%
RBFC
1995
Roman Butler Fullerton & Co
Missouri
$736K +$98.8K +1,428 +16%
CWS
1996
Cypress Wealth Services
California
$735K +$82.5K +1,166 +13%
OL
1997
OneFund LLC
Florida
$735K -$8K -113 -1%
KWM
1998
Kiker Wealth Management
Georgia
$733K +$71 +1 +0%
PWM
1999
Prentice Wealth Management
New York
$731K -$18K -255 -2%
LAIC
2000
Lederer & Associates Investment Counsel
California
$730K -$730K -10,318 -50%