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Coca-Cola Consolidated
COKE

Overview Fund Activity

281 hedge funds and large institutions have $1.93B invested in Coca-Cola Consolidated in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
78
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$32.1M
2
First Trust Advisors
First Trust Advisors
Illinois
+$25.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$18.1M
4
Invesco
Invesco
Georgia
+$12M
5
QOP
Quinn Opportunity Partners
Virginia
+$6.79M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$12M
3
Citadel Advisors
Citadel Advisors
Florida
-$8.79M
4
UBS Group
UBS Group
Switzerland
-$8.13M
5
Man Group
Man Group
United Kingdom
-$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
251
Mark Sheptoff Financial Planning
Connecticut
$10.7K – – –
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$10.7K – – –
C
253
Covestor
United Kingdom
$10K -$3.33K -60 -25%
MAM
254
Meeder Asset Management
Ohio
$9.63K – – –
FP
255
Financial Perspectives
Minnesota
$9.47K – – –
BBHC
256
Brown Brothers Harriman & Co
New York
$8.56K +$8.56K +160 New
GI
257
Gradient Investments
Minnesota
$7.49K – – –
IGWM
258
ICA Group Wealth Management
Colorado
$6.96K -$3.75K -70 -35%
CFD
259
Creative Financial Designs
Indiana
$6.96K – – –
PTC
260
Private Trust Company
Ohio
$6.42K – – –
EI
261
Ellevest Inc
New York
$4.28K -$535 -10 -11%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$4.28K – – –
RAM
263
Riggs Asset Management
Pennsylvania
$4.02K +$4.02K +80 New
WP
264
WealthPLAN Partners
Nebraska
$3.75K +$3.75K +70 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$3.75K +$535 +10 +17%
BIA
266
Bell Investment Advisors
California
$3.21K +$535 +10 +20%
SC
267
Schubert & Co
Texas
$3.21K +$535 +10 +20%
CMP
268
Coston McIsaac & Partners
Maine
$3K – – –
VFA
269
Values First Advisors
Tennessee
$2.76K +$2.76K +50 New
SIC
270
Salem Investment Counselors
North Carolina
$2.68K – – –
IA
271
IFP Advisors
Florida
$2.41K +$1.01K +80 +73%
HCP
272
Hexagon Capital Partners
Arkansas
$2.14K -$1.61K -30 -43%
MRCM
273
M&R Capital Management
New Jersey
$2.14K +$2.14K +40 New
SIC
274
SJS Investment Consulting
Ohio
$1.61K – – –
CFGS
275
Concourse Financial Group Securities
Alabama
$1.61K – – –
9 10
11
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