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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 %
OAM
2451
Oak Asset Management
California
$401K
PWM
2452
Palumbo Wealth Management
New York
$401K +$67.5K +954 +20%
CIG
2453
Cascade Investment Group
Colorado
$401K +$132K +1,865 +49%
CFGA
2454
Cambridge Financial Group (Arizona)
Arizona
$400K +$212 +3 +0.1%
WAM
2455
Walker Asset Management
Missouri
$400K +$1.13K +16 +0.3%
HTHT
2456
Hemenway Trust Hemenway Trust
New Hampshire
$398K -$81.4K -1,150 -17%
BWM
2457
BlackDiamond Wealth Management
New York
$398K +$75.4K +1,052 +23%
FCM
2458
Family Capital Management
Michigan
$397K +$77.5K +1,095 +24%
RW
2459
Rede Wealth
Virginia
$397K
BFS
2460
Burkett Financial Services
South Carolina
$397K +$2.83K +40 +0.7%
VCM
2461
Viewpoint Capital Management
Washington
$396K +$141 +2 +0%
SA
2462
SAM Advisors
California
$396K
WCFA
2463
Walkner Condon Financial Advisors
Wisconsin
$395K +$31.7K +448 +9%
SL
2464
Sentry LLC
Tennessee
$395K -$4.17K -59 -1%
WA
2465
Wealthstream Advisors
New York
$394K +$95.9K +1,356 +32%
RWA
2466
Redhawk Wealth Advisors
Minnesota
$392K +$5.52K +78 +1%
FNWA
2467
Financial Network Wealth Advisors
Utah
$392K
APW
2468
Aurora Private Wealth
New Jersey
$391K +$8.29K +117 +2%
SRC
2469
Sage Rhino Capital
California
$390K +$2.34K +33 +0.6%
FSA
2470
Fort Sheridan Advisors
Illinois
$389K +$212 +3 +0.1%
ACP
2471
Argyle Capital Partners
California
$389K -$5.31K -75 -1%
JGUA
2472
John G. Ullman & Associates
New York
$389K -$920 -13 -0.2%
FPL
2473
Fortress Private Ledger
North Carolina
$387K +$49.9K +705 +15%
NLP
2474
Next Level Private
New York
$386K +$3.33K +47 +0.9%
MWM
2475
Marietta Wealth Management
Georgia
$385K -$16.6K -234 -4%