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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 %
GWA
2026
Gibson Wealth Advisors
Texas
$708K
MCWS
2027
McKinley Carter Wealth Services
West Virginia
$707K -$11.2K -158 -2%
ERWM
2028
Elk River Wealth Management
Colorado
$705K
RW
2029
Regimen Wealth
Georgia
$704K +$5.02K +71 +0.7%
SWMG
2030
Sard Wealth Management Group
Georgia
$703K +$7.78K +110 +1%
SRIM
2031
Saratoga Research & Investment Management
California
$700K
RTC
2032
Real Talk Capital
Tennessee
$699K +$2.12K +30 +0.3%
EFG
2033
Embree Financial Group
Illinois
$698K -$3.82K -54 -0.5%
Capstone Investment Advisors
2034
Capstone Investment Advisors
New York
$694K +$132K +1,860 +23%
FFA
2035
First Foundation Advisors
California
$693K +$208K +2,939 +43%
PH
2036
Pinnacle Holdings
Oklahoma
$693K +$38.3K +541 +6%
TFO
2037
Tarbox Family Office
California
$693K +$1.42K +20 +0.2%
TWP
2038
Triad Wealth Partners
Kansas
$692K +$66.1K +934 +11%
MCA
2039
Magnolia Capital Advisors
Mississippi
$692K +$3.68K +52 +0.5%
ZIG
2040
Zullo Investment Group
Pennsylvania
$691K -$647K -9,142 -48%
WF
2041
WoodTrust Financial
Wisconsin
$690K
CWM
2042
Connecticut Wealth Management
Connecticut
$689K -$134K -1,895 -16%
AIM
2043
Aspen Investment Management
Michigan
$688K
SLC
2044
Second Line Capital
Louisiana
$688K +$19.6K +275 +3%
DI
2045
DAGCO Inc
Ohio
$687K +$849 +12 +0.1%
OL
2046
Optas LLC
Texas
$686K +$75.5K +1,067 +12%
PFA
2047
Pure Financial Advisors
California
$684K +$112K +1,585 +20%
CSI
2048
Cross Staff Investments
New York
$683K
GLLW
2049
Graves Light Lenhart Wealth
Virginia
$683K +$71 +1 +0%
AHL
2050
Abel Hall LLC
Louisiana
$681K +$7.78K +110 +1%