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Coca-Cola Consolidated
COKE

Overview Fund Activity

347 hedge funds and large institutions have $3.61B invested in Coca-Cola Consolidated in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+37
Holders Change %
+11.94%
% of All Funds
5.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
70
Increased
98
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
Norges Bank
Norway
$188M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
3
VNIM
Vaughan Nelson Investment Management
Texas
$40.4M
4
Morgan Stanley
Morgan Stanley
New York
$83.6M
5
HAI
Hennessy Advisors Inc
California
$30.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$75.4M
2
Bessemer Group
Bessemer Group
New Jersey
$10K
3
Truist Financial
Truist Financial
North Carolina
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.2M
5
QOP
Quinn Opportunity Partners
Virginia
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
226
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$325K +$325K +3,500 New
CGH
227
Crossmark Global Holdings
Texas
$323K +$8.35K +90 +3%
HSA
228
HBK Sorce Advisory
Pennsylvania
$321K – – –
MFIM
229
Mesirow Financial Investment Management
Illinois
$319K +$319K +3,430 New
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$307K -$13.9K -150 -4%
HWMA
231
Heritage Wealth Management (Arizona)
Arizona
$306K +$306K +3,300 New
CS
232
Cannell & Spears
New York
$299K +$928 +10 +0.3%
AWM
233
AE Wealth Management
Kansas
$289K -$134K -1,590 -32%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$286K +$92.8K +1,000 +48%
MCM
235
MAI Capital Management
Ohio
$285K +$285K +3,070 New
AWM
236
Atticus Wealth Management
Florida
$279K – – –
FFWA
237
FRG Family Wealth Advisors
Washington
$279K +$279K +3,000 New
MWPCG
238
Measured Wealth Private Client Group
New Hampshire
$276K +$276K +2,970 New
WAM
239
Watershed Asset Management
California
$275K -$96.6K -1,040 -26%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$272K +$272K +2,930 New
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$269K – – –
LTAS
242
Linden Thomas Advisory Services
North Carolina
$265K +$265K +2,850 New
NI
243
NDVR Inc
Massachusetts
$262K +$262K +2,820 New
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$261K +$261K +2,810 New
TFS
245
Thoroughbred Financial Services
Tennessee
$259K +$259K +2,800 New
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$255K – – –
JWCA
247
J.W. Cole Advisors
Florida
$255K +$255K +2,750 New
SG Americas Securities
248
SG Americas Securities
New York
$250K -$2.39M -25,750 -91%
PA
249
Profund Advisors
Maryland
$249K +$249K +2,680 New
KAS
250
Kestra Advisory Services
Texas
$245K +$245K +2,640 New
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10
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