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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 %
DIM
2251
Delta Investment Management
California
$528K +$45.6K +644 +9%
FGWP
2252
Founders Grove Wealth Partners
Virginia
$527K -$6.93K -98 -1%
EM
2253
ELCO Management
New York
$527K +$24.4K +345 +5%
BFM
2254
Boothbay Fund Management
New York
$527K +$527K +7,446 New
BWM
2255
BankPlus Wealth Management
Mississippi
$526K +$2.69K +38 +0.5%
SIC
2256
Shoker Investment Counsel
Ohio
$525K -$2.37M -33,469 -82%
CNTOF
2257
Canandaigua National Trust of Florida
New York
$524K +$110K +1,560 +27%
1WA
2258
180 Wealth Advisors
Washington
$523K -$15.4K -218 -3%
AWAP
2259
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$522K -$67.1K -949 -11%
PMWMG
2260
Parr McKnight Wealth Management Group
Minnesota
$522K -$3.47K -49 -0.7%
EPAM
2261
Evelyn Partners Asset Management
$521K -$689K -9,743 -57%
MGIA
2262
Matthew Goff Investment Advisor
Texas
$520K +$71 +1 +0%
TA
2263
TFB Advisors
Kansas
$519K -$29.1K -412 -5%
CA
2264
Capital Advantage
California
$518K -$84.7K -1,197 -14%
SC
2265
Searle & Co
Connecticut
$518K -$156K -2,208 -23%
SHF
2266
Safe Harbor Fiduciary
Florida
$517K +$1.34K +19 +0.3%
SFO
2267
Stenger Family Office
Illinois
$517K +$517K +7,519 New
AFC
2268
AFT Forsyth & Company
Florida
$516K
KWS
2269
Keystone Wealth Services
California
$513K +$299K +4,226 +140%
FCFC
2270
First Citizens Financial Corp
Iowa
$513K
CCC
2271
Compass Capital Corp
Massachusetts
$512K +$102K +1,467 +25%
COCM
2272
Charter Oak Capital Management
New Hampshire
$511K -$35.2K -498 -6%
CAWM
2273
Capital Advisors Wealth Management
Washington
$510K +$22.7K +321 +5%
1WM
2274
1858 Wealth Management
Ohio
$508K
BFWA
2275
Benchmark Financial Wealth Advisors
Florida
$508K +$22.9K +323 +5%