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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 %
SAM
2076
S.A. Mason
Michigan
$653K +$2.19K +31 +0.3%
LWM
2077
Liberty Wealth Management
California
$653K +$22.7K +321 +4%
NRC
2078
New Republic Capital
North Carolina
$652K +$35.3K +495 +6%
OPA
2079
Old Port Advisors
Maine
$652K -$88K -1,244 -12%
BAM
2080
Blueshift Asset Management
New Jersey
$652K +$224K +3,165 +52%
RA
2081
Rise Advisors
New York
$652K -$5.94K -84 -0.9%
CWI
2082
Conscious Wealth Investments
Florida
$651K
LF
2083
Lantz Financial
Illinois
$648K -$64.2K -907 -9%
OCM
2084
Orleans Capital Management
Louisiana
$648K +$648K +9,160 New
HGWM
2085
Horst & Graben Wealth Management
Oregon
$647K +$2.05K +29 +0.3%
APW
2086
Acima Private Wealth
Virginia
$646K +$431K +6,087 +200%
QPWM
2087
Quadrant Private Wealth Management
Pennsylvania
$646K +$25.4K +357 +4%
FFA
2088
Florida Financial Advisors
Florida
$644K +$50.3K +711 +8%
RWP
2089
Revolve Wealth Partners
New Jersey
$643K +$21.6K +305 +3%
MCM
2090
Maple Capital Management
Vermont
$641K +$84.7K +1,197 +15%
HFP
2091
Holistic Financial Partners
Indiana
$640K +$78.6K +1,111 +14%
BWA
2092
BCU Wealth Advisors
Illinois
$640K
RWPA
2093
Richard W. Paul & Associates
Michigan
$640K -$161K -2,277 -20%
OAM
2094
Occidental Asset Management
California
$640K -$37.8K -534 -6%
MIM
2095
Morningstar Investment Management
Illinois
$639K +$639K +9,028 New
AC
2096
Allstate Corporation
Illinois
$636K -$10.1M -142,494 -94%
V
2097
ViaWealth
Kansas
$635K -$33.7K -477 -5%
CWM
2098
Centricity Wealth Management
Ohio
$635K -$78.2K -1,105 -11%
PMSA
2099
Patrick M. Sweeney & Associates
Illinois
$635K -$6.56K -92 -1%
FNBSF
2100
First National Bank Sioux Falls
South Dakota
$635K +$3.04K +43 +0.5%