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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 %
CWMS
2176
Cannon Wealth Management Services
North Carolina
$575K +$637 +9 +0.1%
PTP
2177
Platform Technology Partners
New York
$574K -$3.04K -43 -0.5%
FAM
2178
Fairtree Asset Management
South Africa
$574K -$302K -4,266 -34%
RFS
2179
Retirement Financial Solutions
Tennessee
$573K +$566 +8 +0.1%
BPW
2180
Bingham Private Wealth
California
$573K +$225K +5,116 +65%
MFT
2181
Moisand Fitzgerald Tamayo
Florida
$572K – – –
JJBC
2182
James J. Burns & Company
New York
$571K +$4.53K +64 +0.8%
ACM
2183
Ayrshire Capital Management
Connecticut
$570K – – –
GXJ
2184
Global X Japan
Japan
$570K -$122K -1,726 -18%
ETS
2185
ESL Trust Services
New York
$570K -$4.6K -65 -0.8%
MUAMU
2186
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$566K -$142K -2,000 -20%
APW
2187
Austin Private Wealth
Texas
$566K +$68.2K +964 +14%
SWA
2188
Strata Wealth Advisors
Texas
$565K +$44.9K +634 +9%
AEPWM
2189
Atlantic Edge Private Wealth Management
Florida
$564K +$141 +2 +0%
HP
2190
Holistic Planning
Texas
$564K +$212K +2,991 +60%
MCCP
2191
Mission Creek Capital Partners
California
$563K -$262K -3,708 -32%
PFA
2192
Plotkin Financial Advisors
Maryland
$563K – – –
CCA
2193
Carrera Capital Advisors
Michigan
$563K -$3.07M -43,087 -85%
TAM
2194
Titleist Asset Management
Texas
$561K +$72.1K +1,019 +15%
RCA
2195
Ranch Capital Advisors
Florida
$561K +$427 +6 +0.1%
EAM
2196
Empirical Asset Management
Massachusetts
$560K +$15K +212 +3%
BWG
2197
Beta Wealth Group
California
$560K +$7.36K +104 +1%
WAG
2198
Wallace Advisory Group
California
$560K +$23.1K +322 +4%
AFAS
2199
Acorn Financial Advisory Services
Virginia
$560K -$991 -14 -0.2%
BWA
2200
Bordeaux Wealth Advisors
California
$559K +$1.06K +15 +0.2%
86 87
88
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