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Coca-Cola
KO

Overview Fund Activity

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

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
3
Citadel Advisors
Citadel Advisors
Florida
+$650M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$442M
5
UBS AM
UBS AM
Illinois
+$416M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$908M
2
Capital International Investors
Capital International Investors
California
-$496M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$496M
4
AIM
Alphinity Investment Management
Australia
-$377M
5
Franklin Resources
Franklin Resources
California
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
2151
Three Seasons Wealth
Utah
$592K +$20.4K +286 +4%
FNC
2152
First National Corp
Massachusetts
$591K +$14.1K +200 +2%
CAS
2153
Coppell Advisory Solutions
Texas
$591K +$27.6K +392 +5%
ABLA
2154
Alan B. Lancz & Associates
Ohio
$591K -$14.2K -200 -2%
FFA
2155
Fragasso Financial Advisors
Pennsylvania
$590K +$56.3K +796 +11%
FWP
2156
Firethorn Wealth Partners
Georgia
$590K +$990 +14 +0.2%
LSIA
2157
LaSalle St. Investment Advisors
Illinois
$590K -$52.4K -741 -8%
LSPW
2158
Lake Street Private Wealth
Illinois
$589K +$313K +4,424 +113%
BFA
2159
Buttonwood Financial Advisors
Maryland
$589K -$37K -523 -6%
KFA
2160
Kelleher Financial Advisors
New York
$589K -$23.1K -326 -4%
GCM
2161
Goldstream Capital Management
Hong Kong
$588K – – –
SWK
2162
Stephen W. Kidder
$587K -$3.54K -50 -0.6%
ACG
2163
Allen Capital Group
Nebraska
$587K +$131K +1,852 +29%
LTI
2164
Laffer Tengler Investments
Tennessee
$586K +$293K +4,143 +100%
SIG
2165
Spinnaker Investment Group
California
$586K -$95.7K -1,353 -14%
AWA
2166
Arbor Wealth Advisors
Michigan
$585K -$142 -2 -0%
GWA
2167
Gratus Wealth Advisors
Virginia
$583K +$7.08K +100 +1%
SI
2168
Seeds Investor
New York
$582K -$495 -7 -0.1%
WPA
2169
Wealth Preservation Advisors
Tennessee
$582K +$2.12K +30 +0.4%
OWP
2170
ORG Wealth Partners
Texas
$581K +$59.3K +828 +11%
JCM
2171
Jacobsen Capital Management
Utah
$581K +$72.4K +1,024 +14%
BFS
2172
BridgePort Financial Solutions
Iowa
$578K -$12.3K -174 -2%
KB
2173
Kimelman & Baird
New York
$578K – – –
IAS
2174
IMA Advisory Services
Colorado
$578K +$3.42K +48 +0.6%
FGA
2175
Fortis Group Advisors
New Jersey
$575K +$111K +1,638 +24%
85 86
87
88 89