KO icon

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 %
FHC
2126
First Heartland Consultants
Missouri
$612K +$46.4K +656 +8%
CC
2127
Cornerstone Capital
California
$611K
OWA
2128
Octavia Wealth Advisors
Ohio
$611K -$14.2K -199 -2%
DCM
2129
Driehaus Capital Management
Illinois
$611K -$151K -2,128 -20%
HAG
2130
HF Advisory Group
Maryland
$610K -$32.6K -461 -5%
GKWIM
2131
Gerber Kawasaki Wealth & Investment Management
California
$610K -$49.4K -698 -7%
WIA
2132
Westbourne Investment Advisors
Maryland
$610K
GWM
2133
GDS Wealth Management
Texas
$609K +$1.63K +23 +0.3%
3F
2134
360 Financial
Minnesota
$609K +$21.1K +298 +4%
LFG
2135
Lazard Frères Gestion
France
$608K
OCM
2136
One Capital Management
California
$605K +$26.6K +376 +5%
DWMS
2137
Dominguez Wealth Management Solutions
Virginia
$604K -$10.3K -145 -2%
OTL
2138
Oak Thistle LLC
New York
$600K +$600K +8,475 New
IFS
2139
Ifrah Financial Services
Arkansas
$599K +$2.41K +34 +0.4%
AFM
2140
Armstrong Fleming & Moore
District of Columbia
$599K +$98.1K +1,386 +20%
KPWG
2141
KFA Private Wealth Group
Virginia
$599K -$14.7K -208 -2%
CFG
2142
Copley Financial Group
California
$598K -$76.2K -1,077 -11%
YIM
2143
Yoffe Investment Management
Pennsylvania
$596K +$212 +3 +0%
EIM
2144
Essex Investment Management
Massachusetts
$596K
VAM
2145
Verity Asset Management
North Carolina
$595K -$517K -7,313 -46%
SFC
2146
SYM Financial Corp
Indiana
$594K -$3.4K -48 -0.6%
LWMM
2147
Legacy Wealth Management (Mississippi)
Mississippi
$594K
BWP
2148
Balboa Wealth Partners
Arizona
$592K +$95.5K +1,350 +19%
WCM
2149
Wellington Capital Management
Maryland
$592K +$592K +5,275 New
MWM
2150
MOKAN Wealth Management
Kansas
$592K +$1.56K +22 +0.3%