COKE icon

Coca-Cola Consolidated
COKE

Overview Fund Activity

270 hedge funds and large institutions have $2.13B invested in Coca-Cola Consolidated in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+34
Holders Change %
+14.41%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
56
Increased
72
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$12M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.2M
3
First Trust Advisors
First Trust Advisors
Illinois
$7.89M
4
ACM
AlphaStar Capital Management
North Carolina
$4.68M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.8M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$16.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$369M
3
Goldman Sachs
Goldman Sachs
New York
$19.9M
4
Wells Fargo
Wells Fargo
California
$9.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$40K – – –
HI
227
Harbour Investments
Wisconsin
$37K -$126K -2,010 -77%
S
228
SignatureFD
Georgia
$37K – – –
SIC
229
SJS Investment Consulting
Ohio
$37K +$37K +590 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$32K +$32K +510 New
VCM
231
Versant Capital Management
Arizona
$28K – – –
QCG
232
Quadrant Capital Group
Ohio
$27K – – –
QC
233
Quent Capital
New York
$27K +$27K +430 New
SIS
234
Sound Income Strategies
Florida
$19K – – –
TWA
235
TCI Wealth Advisors
Arizona
$19K +$633 +10 +3%
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K – – –
EWA
237
EverSource Wealth Advisors
Alabama
$17K +$17K +270 New
GFP
238
Gryphon Financial Partners
Ohio
$17K +$17K +270 New
TWM
239
Tradition Wealth Management
Minnesota
$14K – – –
CA
240
Cornerstone Advisory
Maryland
$13K +$13K +210 New
IA
241
IFP Advisors
Florida
$12K -$1.8K -30 -13%
COCM
242
Charter Oak Capital Management
New Hampshire
$12K – – –
MSFP
243
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$12K +$12K +200 New
FP
246
Financial Perspectives
Minnesota
$10.9K – – –
PA
247
Parallel Advisors
California
$10K – – –
LC
248
Lindbrook Capital
California
$10K – – –
STCOSD
249
Sageworth Trust Company of South Dakota
South Dakota
$10K +$10K +160 New
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$9K -$3K -50 -25%
8 9
10
11 12