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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 %
FG
2301
Foster Group
Iowa
$493K +$42.5K +601 +9%
VMMC
2302
V.M. Manning & Co
South Carolina
$492K +$492K +7,162 New
PWM
2303
Provident Wealth Management
Tennessee
$492K – – –
PWA
2304
Prairie Wealth Advisors
Nebraska
$492K – – –
HTIM
2305
Harbour Trust & Investment Management
Indiana
$491K -$7.08K -100 -1%
KLWA
2306
Kelly Lawrence W & Associates
California
$490K – – –
BWM
2307
BKM Wealth Management
Wisconsin
$490K – – –
MKC
2308
M. Kraus & Co
Vermont
$487K – – –
MW
2309
Maia Wealth
Colorado
$487K +$487K +6,882 New
CP
2310
Canopy Partners
Ohio
$487K -$14.4K -204 -3%
SFFS
2311
Stonehage Fleming Financial Services
Jersey
$486K – – –
EIG
2312
Ellenbecker Investment Group
Wisconsin
$486K +$26.9K +380 +6%
WDG
2313
Wealth Dimensions Group
Ohio
$485K +$5.24K +74 +1%
PAG
2314
Private Advisory Group
Washington
$484K +$484K +6,837 New
KL
2315
KWMG LLC
Kansas
$483K – – –
USB
2316
Union Savings Bank
Connecticut
$482K -$5.43K -80 -1%
MAM
2317
Marotta Asset Management
Virginia
$482K -$3.75K -53 -0.8%
BWP
2318
Burling Wealth Partners
Illinois
$482K – – –
CW
2319
Code Waechter
Florida
$481K +$28.7K +405 +6%
LOPW
2320
Live Oak Private Wealth
North Carolina
$480K -$58.7K -829 -11%
HBWM
2321
Hollow Brook Wealth Management
New York
$480K – – –
PHWM
2322
Pine Harbor Wealth Management
Maryland
$480K +$232K +3,273 +93%
PWM
2323
Paulson Wealth Management
Illinois
$479K +$10.5K +149 +2%
USWIA
2324
UP Strategic Wealth Investment Advisors
Pennsylvania
$479K +$2.12K +30 +0.4%
SIS
2325
Sound Income Strategies
Florida
$478K -$28.5K -403 -6%
91 92
93
94 95