KO icon

Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
WF
2151
Wayfinding Financial
Washington
$619K -$23.9K -331 -4%
CC
2152
Cornerstone Capital
California
$619K
AWA
2153
Amplius Wealth Advisors
Pennsylvania
$619K -$14K -196 -2%
CAM
2154
Cypress Asset Management
Texas
$618K -$1.2M -16,716 -66%
OL
2155
Optas LLC
Texas
$618K +$67.5K +943 +12%
WIA
2156
Westbourne Investment Advisors
Maryland
$617K
LFG
2157
Lazard Frères Gestion
France
$616K -$12.2K -170 -2%
GWM
2158
GDS Wealth Management
Texas
$615K +$10.7K +150 +2%
EPIME
2159
Evelyn Partners Investment Management (Europe)
$614K +$614K +9,904 New
ABLA
2160
Alan B. Lancz & Associates
Ohio
$612K
WPP
2161
Whalerock Point Partners
Rhode Island
$610K
SFC
2162
SYM Financial Corp
Indiana
$605K -$68.4K -955 -10%
IFS
2163
Ifrah Financial Services
Arkansas
$604K +$1.5K +21 +0.2%
AI
2164
Atom Investors
Texas
$604K -$1.07M -14,942 -64%
AA
2165
Addison Advisors
Vermont
$604K -$7.81K -109 -1%
YIM
2166
Yoffe Investment Management
Pennsylvania
$603K -$72 -1 -0%
EIM
2167
Essex Investment Management
Massachusetts
$603K +$788 +11 +0.1%
LWMM
2168
Legacy Wealth Management (Mississippi)
Mississippi
$602K -$87.9K -1,227 -13%
FFA
2169
Florida Financial Advisors
Florida
$601K +$59.7K +833 +11%
MFC
2170
Morris Financial Concepts
South Carolina
$601K -$13.7K -191 -2%
FPGT
2171
Financial Partners Group (Tennessee)
Tennessee
$600K -$34K -475 -5%
RWA
2172
River Wealth Advisors
Pennsylvania
$600K -$44.5K -621 -7%
NAG
2173
Northstar Advisory Group
New Jersey
$598K -$107K -1,500 -15%
SWK
2174
Stephen W. Kidder
$598K -$9.31K -130 -2%
BFS
2175
BridgePort Financial Solutions
Iowa
$598K +$9.67K +135 +2%