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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 %
ACM
2001
Argent Capital Management
Missouri
$729K
NEWAS
2002
N.E.W. Advisory Services
Wisconsin
$728K -$10.3K -146 -1%
KMWM
2003
Keudell/Morrison Wealth Management
Oregon
$727K -$59.1K -835 -8%
FA
2004
Faithward Advisors
Pennsylvania
$727K -$78.5K -1,109 -10%
RC
2005
Rahlfs Capital
Texas
$726K -$70.8K -1,000 -9%
SPWM
2006
Schrum Private Wealth Management
Florida
$725K +$14.9K +210 +2%
EFSCE
2007
Enterprise Financial Services Corp (EFSC)
Missouri
$724K +$8.77K +124 +1%
IFWM
2008
Institute for Wealth Management
Colorado
$724K -$18.6K -263 -3%
UPS
2009
UHLMANN PRICE SECURITIES
Illinois
$724K -$11.7K -166 -2%
AA
2010
Addison Advisors
Vermont
$724K +$127K +1,798 +21%
FZCM
2011
Flynn Zito Capital Management
New York
$723K +$26.9K +380 +4%
SIS
2012
Strategic Investment Solutions
Illinois
$721K +$16.6K +235 +2%
KF
2013
Krilogy Financial
Missouri
$720K -$97.5K -1,378 -12%
WAM
2014
WNY Asset Management
New York
$719K +$4.39K +62 +0.6%
WB
2015
Webster Bank
Connecticut
$718K
RF
2016
Rossby Financial
Florida
$717K +$2.76K +39 +0.4%
WFG
2017
Wills Financial Group
Virginia
$717K -$5.73K -81 -0.8%
SCM
2018
Spreng Capital Management
Ohio
$716K -$36.8K -520 -5%
SN
2019
Sittner & Nelson
Oregon
$716K
IRC
2020
Investors Research Corp
Georgia
$715K -$21.7K -307 -3%
ACM
2021
Ashford Capital Management
Delaware
$713K -$26K -367 -4%
GHAM
2022
Gilman Hill Asset Management
Connecticut
$712K +$11.3K +160 +2%
CG
2023
Corundum Group
Colorado
$712K +$4.32K +61 +0.6%
NAMP
2024
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$711K -$77.8K -1,100 -10%
SC
2025
Sierra Capital
Florida
$710K +$39.7K +561 +6%