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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 %
FFG
2401
Frisch Financial Group
New York
$443K +$10.8K +150 +3%
BGAI
2402
Bruce G. Allen Investments
Colorado
$443K -$9.67K -135 -2%
CFP
2403
Cascade Financial Partners
California
$443K -$25K -349 -5%
KCFA
2404
Key Client Fiduciary Advisors
New Jersey
$442K -$5.52K -77 -1%
PWM
2405
Pines Wealth Management
North Carolina
$441K +$68.8K +1,006 +18%
LJHT
2406
Laurie J. Hall Trustee
$440K -$7.16K -100 -2%
APC
2407
Asset Planning Corporation
Tennessee
$439K -$2.87K -40 -0.6%
OA
2408
Oceanside Advisors
South Carolina
$439K – – –
SFS
2409
Security Financial Services
Indiana
$439K +$24.6K +344 +6%
AGA
2410
Arkos Global Advisors
Texas
$438K -$3.65K -51 -0.8%
RWS
2411
Resolute Wealth Strategies
Mississippi
$438K -$4.3K -60 -1%
OWA
2412
One Wealth Advisors
California
$437K +$437K +6,058 New
SIA
2413
Schear Investment Advisers
Ohio
$437K -$144K -2,010 -25%
SIA
2414
SGL Investment Advisors
Montana
$436K +$63.1K +886 +17%
LWM
2415
Lakeridge Wealth Management
Ohio
$436K +$19.1K +267 +5%
OIC
2416
Orion Investment Company
Missouri
$436K – – –
AWM
2417
Aviso Wealth Management
Washington
$434K +$124K +1,728 +40%
FA
2418
Fountainhead AM
New Jersey
$433K +$74.6K +1,041 +21%
BAM
2419
Blueshift Asset Management
New Jersey
$433K +$433K +6,048 New
W
2420
Wealthquest
Ohio
$433K +$19.5K +272 +5%
WA
2421
Wealth Architects
California
$433K -$19.3K -269 -4%
GWAG
2422
Garrett Wealth Advisory Group
Texas
$432K +$116K +1,625 +37%
WDC
2423
Woodward Diversified Capital
California
$432K +$33.1K +462 +8%
NCFG
2424
New Century Financial Group
New Jersey
$430K -$409K -5,713 -49%
HCWM
2425
Hidden Cove Wealth Management
Washington
$430K +$42.9K +599 +11%
95 96
97
98 99