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Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
2001
Retirement Income Solutions
Michigan
$757K
FNBOMD
2002
First National Bank of Mount Dora
Florida
$757K +$78.1K +1,090 +12%
NPF
2003
Norris Perne & French
Michigan
$754K -$47K -656 -6%
OL
2004
OneFund LLC
Florida
$752K +$1.36K +19 +0.2%
IFWM
2005
Institute for Wealth Management
Colorado
$752K -$14.7K -205 -2%
OPA
2006
Old Port Advisors
Maine
$749K -$56.1K -783 -7%
ACM
2007
Ashford Capital Management
Delaware
$748K
EW
2008
Elyxium Wealth
California
$748K +$748K +10,442 New
DAC
2009
Dividend Assets Capital
South Carolina
$748K +$88.3K +1,233 +13%
NEWAS
2010
N.E.W. Advisory Services
Wisconsin
$747K +$10.8K +151 +1%
CCM
2011
Cullen Capital Management
New York
$747K +$63.7K +890 +9%
OW
2012
Olistico Wealth
Oklahoma
$746K
IRC
2013
Investors Research Corp
Georgia
$746K +$132K +1,846 +22%
KWMG
2014
King Wealth Management Group
Florida
$745K +$17.6K +246 +2%
CL
2015
COWA LLC
Oklahoma
$745K -$52.6K -735 -7%
UPS
2016
UHLMANN PRICE SECURITIES
Illinois
$744K +$275K +3,833 +58%
A
2017
AlphaQuest
New York
$744K +$411K +5,741 +124%
CIA
2018
Compass Ion Advisors
Pennsylvania
$744K -$1.72K -24 -0.2%
KWM
2019
Kiker Wealth Management
Georgia
$742K -$14.1K -197 -2%
AWAU
2020
Alliance Wealth Advisors (Utah)
Utah
$742K -$149K -2,077 -17%
CRI
2021
Colonial River Investments
Virginia
$740K +$250K +3,497 +51%
OAM
2022
Oxford Asset Management
United Kingdom
$740K +$53.2K +743 +8%
JFGIW
2023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$740K -$205K -2,843 -22%
ZF
2024
Zhang Financial
Michigan
$739K -$19.9K -278 -3%
AP
2025
Advisors Preferred
Maryland
$739K +$241K +3,359 +49%