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Coca-Cola

3,278 hedge funds and large institutions have $206B invested in Coca-Cola in 2025 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 1,374 increasing their positions, 1,345 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.7B

2% more repeat investments, than reductions

Existing positions increased: 1,374 | Existing positions reduced: 1,345

1.25% less ownership

Funds ownership: 73.32%72.07% (-1.2%)

2% less funds holding

Funds holding: 3,3593,278 (-81)

9% less capital invested

Capital invested by funds: $227B → $206B (-$21.1B)

16% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 181

18% less funds holding in top 10

Funds holding in top 10: 6856 (-12)

Holders
3,278
Holders Change
-81
Holders Change %
-2.41%
% of All Funds
43.02%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.74%
New
152
Increased
1,374
Reduced
1,345
Closed
181
Calls
$2.04B
Puts
$1.7B
Net Calls
+$342M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$26.5B
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5B +$99.3M +1,443,189 +0.4%
BlackRock
3
BlackRock
New York
$21B +$223M +3,243,075 +1%
State Street
4
State Street
Massachusetts
$11.1B +$63.5M +923,278 +0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.18B +$546M +7,939,419 +8%
Morgan Stanley
6
Morgan Stanley
New York
$6.33B +$337M +4,899,077 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.92B +$44.7M +649,061 +0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.82B +$520M +7,551,356 +9%
Charles Schwab
9
Charles Schwab
California
$4.78B +$249M +3,623,941 +5%
Northern Trust
10
Northern Trust
Illinois
$2.73B -$11.9M -173,438 -0.4%
Franklin Resources
11
Franklin Resources
California
$2.59B +$353M +5,135,198 +15%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$2.35B -$696M -10,112,150 -22%
Bank of America
13
Bank of America
North Carolina
$2.07B -$134M -1,952,901 -6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.99B -$152M -2,211,679 -7%
UBS Group
15
UBS Group
Switzerland
$1.91B +$152M +2,214,332 +8%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.86B +$53M +770,235 +3%
UBS AM
17
UBS AM
Illinois
$1.83B -$635M -9,227,880 -25%
Invesco
18
Invesco
Georgia
$1.77B +$95.9M +1,393,760 +6%
Goldman Sachs
19
Goldman Sachs
New York
$1.72B +$161M +2,343,182 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.64B -$144M -2,097,743 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.54B -$26.2M -380,484 -2%
GQG Partners
22
GQG Partners
Florida
$1.51B -$138M -2,002,383 -8%
Capital International Investors
23
Capital International Investors
California
$1.42B +$65.4M +950,851 +5%
N
24
Nuveen
North Carolina
$1.3B -$78.7M -1,143,739 -5%
DZ Bank
25
DZ Bank
Germany
$1.3B +$109M +1,589,191 +9%

KO Hedge Fund Activity: Q3 2025 in Review

3,278 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2025, worth a combined $206B — down 9.3% from $227B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of KO and 152 opened new positions — a net loss of 29 holders — while 1,345 trimmed existing stakes and 1,374 added.

The largest buyer was Fidelity Investments, adding an estimated $546M. The largest seller was Wellington Management Group, cutting an estimated $696M.

  • 3,278 institutional investors held Coca-Cola (KO) as of Q3 2025, down from 3,359 in Q2 2025.
  • Funds reported $206B of Coca-Cola stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 152 funds opened new Coca-Cola positions in Q3 2025 and 181 closed out, a net change of -29 holders.
  • The largest Coca-Cola buyer in Q3 2025 was Fidelity Investments, an estimated $546M added.
  • The largest Coca-Cola seller in Q3 2025 was Wellington Management Group, an estimated $696M sold.

Based on aggregated 13F filings for Q3 2025.