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Coca-Cola
KO

Overview Fund Activity

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

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2026
Argent Capital Management
Missouri
$738K – – –
CIM
2027
CIM Investment Management
Pennsylvania
$732K -$573 -8 -0.1%
WFG
2028
Wills Financial Group
Virginia
$731K -$7.52K -105 -1%
NRG
2029
Nemes Rush Group
Michigan
$730K -$36.1K -504 -5%
CC
2030
Callan Capital
California
$727K +$101K +1,411 +16%
MCWS
2031
McKinley Carter Wealth Services
West Virginia
$727K +$1.15K +16 +0.2%
WB
2032
Webster Bank
Connecticut
$727K – – –
RF
2033
Rossby Financial
Florida
$726K +$244K +3,391 +51%
KLCM
2034
KG&L Capital Management
Louisiana
$725K -$939K -13,115 -56%
EFSCE
2035
Enterprise Financial Services Corp (EFSC)
Missouri
$725K -$35.2K -491 -5%
SN
2036
Sittner & Nelson
Oregon
$724K +$2.87K +40 +0.4%
WAM
2037
WNY Asset Management
New York
$724K +$180K +2,520 +33%
CWM
2038
Centricity Wealth Management
Ohio
$722K -$5.16K -72 -0.7%
LF
2039
Lantz Financial
Illinois
$721K +$26.4K +369 +4%
CWM
2040
Centurion Wealth Management
Virginia
$719K – – –
SPWM
2041
Schrum Private Wealth Management
Florida
$719K – – –
GDP
2042
Great Diamond Partners
Maine
$717K -$21.5K -300 -3%
CG
2043
Corundum Group
Colorado
$717K -$579K -8,089 -45%
GWA
2044
Gibson Wealth Advisors
Texas
$716K – – –
MUAMU
2045
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$716K +$716K +10,000 New
ERWM
2046
Elk River Wealth Management
Colorado
$714K -$5.77K -80 -0.8%
MFWP
2047
Mosaic Family Wealth Partners
Missouri
$714K -$88.7K -1,239 -11%
SIS
2048
Strategic Investment Solutions
Illinois
$713K -$15.6K -218 -2%
EFG
2049
Embree Financial Group
Illinois
$711K +$2.58K +36 +0.4%
GHAM
2050
Gilman Hill Asset Management
Connecticut
$710K – – –
80 81
82
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