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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
2251
180 Wealth Advisors
Washington
$545K -$21.4K -299 -4%
SOAMC
2252
Spirit of America Management Corp
New York
$544K – – –
RB
2253
Renasant Bank
Mississippi
$544K +$40.5K +566 +8%
SA
2254
SRH Advisors
Kansas
$544K – – –
EWM
2255
Evermay Wealth Management
Virginia
$543K -$40.5K -563 -7%
EGWAG
2256
Elwood & Goetz Wealth Advisory Group
Georgia
$541K +$52.9K +739 +11%
FGWP
2257
Founders Grove Wealth Partners
Virginia
$541K -$9.96K -139 -2%
FFA
2258
Fragasso Financial Advisors
Pennsylvania
$540K +$23.9K +334 +5%
TB
2259
Terril Brothers
Missouri
$540K -$66K -922 -11%
BI
2260
BFI Infinity
Switzerland
$539K – – –
RMC
2261
Resources Management Corp
Connecticut
$538K -$44.7K -625 -8%
RCM
2262
RMR Capital Management
California
$538K – – –
ICP
2263
Interchange Capital Partners
Pennsylvania
$533K -$24.1K -336 -4%
PMWMG
2264
Parr McKnight Wealth Management Group
Minnesota
$532K – – –
WA1
2265
Wimmer Associates 1
California
$531K -$56.8K -823 -10%
HFS
2266
Howard Financial Services
Texas
$531K -$13.1K -183 -2%
AIM
2267
Advyzon Investment Management
Illinois
$530K +$255K +3,555 +92%
CA
2268
Capital Advantage
California
$530K – – –
CWAG
2269
Compton Wealth Advisory Group
Virginia
$530K – – –
BWM
2270
BankPlus Wealth Management
Mississippi
$529K +$15.1K +211 +3%
NI
2271
Natural Investments
California
$527K +$14K +196 +3%
EPAM
2272
Evelyn Partners Asset Management
$527K +$527K +17,100 New
SWA
2273
Strata Wealth Advisors
Texas
$527K -$101K -1,406 -16%
MGIA
2274
Matthew Goff Investment Advisor
Texas
$526K +$2.44K +34 +0.5%
AGWCA
2275
Annis Gardner Whiting Capital Advisors
Florida
$526K -$34.8K -483 -6%
89 90
91
92 93