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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 %
RFP
2226
Root Financial Partners
California
$545K +$129K +1,828 +31%
MP
2227
McDonald Partners
Ohio
$544K -$86.7K -1,225 -14%
WA1
2228
Wimmer Associates 1
California
$544K -$849 -12 -0.2%
AGC
2229
Aspen Grove Capital
Colorado
$544K +$136K +1,906 +33%
KFA
2230
Kapstone Financial Advisors
Ohio
$544K
VCP
2231
Verus Capital Partners
Arizona
$544K +$3.68K +52 +0.7%
FPGT
2232
Financial Partners Group (Tennessee)
Tennessee
$543K -$49.5K -699 -8%
MSCM
2233
McElhenny Sheffield Capital Management
Texas
$543K -$71 -1 -0%
EGWAG
2234
Elwood & Goetz Wealth Advisory Group
Georgia
$542K +$6.93K +98 +1%
GFPC
2235
Global Financial Private Client
Florida
$541K -$708 -10 -0.1%
CWAG
2236
Compton Wealth Advisory Group
Virginia
$541K +$18K +254 +3%
SA
2237
SRH Advisors
Kansas
$539K +$1.2K +17 +0.2%
GFA
2238
Gladwyn Financial Advisors
Virginia
$538K +$538K +7,601 New
SOAMC
2239
Spirit of America Management Corp
New York
$538K
ICP
2240
Interchange Capital Partners
Pennsylvania
$537K +$11.1K +157 +2%
MHWM
2241
Montz Harcus Wealth Management
Louisiana
$537K -$29K -410 -5%
TPWA
2242
TRUE Private Wealth Advisors
Oregon
$536K +$218K +3,075 +68%
HFS
2243
Howard Financial Services
Texas
$536K +$11.5K +163 +2%
CFA
2244
CWS Financial Advisors
Michigan
$535K -$12.1K -171 -2%
FC
2245
Fairscale Capital
New Hampshire
$535K +$9.78K +144 +2%
SHGA
2246
Sand Hill Global Advisors
California
$534K -$110K -1,555 -17%
AW
2247
Alteri Wealth
California
$534K +$47.6K +673 +10%
TB
2248
Terril Brothers
Missouri
$533K
RCM
2249
RMR Capital Management
California
$531K
DIP
2250
Davis Investment Partners
North Carolina
$531K +$21.8K +304 +4%