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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 %
EWM
2326
Elevatus Welath Management
New York
$476K -$9.13K -129 -2%
WFAG
2327
Wescott Financial Advisory Group
Pennsylvania
$475K -$12.7K -179 -3%
WSWA
2328
Warren Street Wealth Advisors
California
$473K +$82.5K +1,166 +21%
RIS
2329
Richmond Investment Services
Wisconsin
$473K +$266K +3,764 +129%
CWM
2330
Circle Wealth Management
New Jersey
$472K +$13.2K +186 +3%
API
2331
Asset Planning Inc
California
$471K +$3.11K +44 +0.7%
LWM
2332
Lodestone Wealth Management
Washington
$470K -$849 -12 -0.2%
SMH
2333
Sanders Morris Harris
Texas
$469K
DSC
2334
Duncker Streett & Co
Missouri
$469K
GHA
2335
Granite Harbor Advisors
Texas
$469K +$77.9K +1,101 +20%
SFS
2336
Security Financial Services
Indiana
$467K +$33.6K +475 +8%
KWM
2337
Kaydan Wealth Management
Michigan
$466K
CFP
2338
Cascade Financial Partners
California
$466K +$28.3K +400 +6%
SFS
2339
Strategic Financial Services
New York
$465K +$4.25K +60 +0.9%
LA
2340
LexAurum Advisors
Kansas
$465K +$20.7K +293 +5%
MHC
2341
May Hill Capital
Massachusetts
$464K +$80K +1,131 +21%
FA
2342
Fountainhead AM
New Jersey
$464K +$36.1K +510 +8%
MM
2343
MQS Management
New York
$462K +$462K +6,533 New
CMS
2344
Capital Market Strategies
Florida
$462K +$462K +6,531 New
Fiera Capital (Canada)
2345
Fiera Capital (Canada)
Quebec, Canada
$462K +$462K +6,523 New
NFTC
2346
North Forty Two & Co
Oregon
$461K -$2.41K -34 -0.5%
IP
2347
Integras Partners
Georgia
$461K
XWM
2348
Xcel Wealth Management
Florida
$461K -$29.4K -416 -6%
GC
2349
Gibson Capital
Pennsylvania
$460K -$26.8K -379 -6%
KWM
2350
Keebeck Wealth Management
Illinois
$460K +$4.78K +67 +1%