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Coca-Cola Consolidated
COKE

Overview Fund Activity

291 hedge funds and large institutions have $2.39B invested in Coca-Cola Consolidated in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+10
Holders Change %
+3.56%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
99
Reduced
92
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$27.4M
2
Man Group
Man Group
United Kingdom
$18.8M
3
Marshall Wace
Marshall Wace
United Kingdom
$17.9M
4
Invesco
Invesco
Georgia
$69.9M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$14.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$152M
2
AQR Capital Management
AQR Capital Management
Connecticut
$54M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$44.2M
4
BlackRock
BlackRock
New York
$340M
5
Bessemer Group
Bessemer Group
New Jersey
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$22.3K +$3.18K +50 +17%
EAM
252
Eukles Asset Management
Ohio
$21.6K – – –
EWA
253
EverSource Wealth Advisors
Alabama
$21K +$8.27K +130 +65%
AAM
254
Advisors Asset Management
Colorado
$20.4K +$20.4K +320 New
PMEF
255
Point72 Middle East FZE
United Arab Emirates
$18.4K -$73.7K -1,160 -80%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$17.2K +$1.27K +20 +8%
HI
257
Harbour Investments
Wisconsin
$15.9K – – –
TWM
258
Tradition Wealth Management
Minnesota
$15K – – –
PA
259
Parallel Advisors
California
$14.6K +$1.27K +20 +10%
VCM
260
Versant Capital Management
Arizona
$14K +$636 +10 +5%
LC
261
Lindbrook Capital
California
$12.7K – – –
MSFP
262
Mark Sheptoff Financial Planning
Connecticut
$12.7K – – –
FP
263
Financial Perspectives
Minnesota
$11.3K – – –
BBHC
264
Brown Brothers Harriman & Co
New York
$10.2K – – –
GI
265
Gradient Investments
Minnesota
$8.9K – – –
IA
266
IFP Advisors
Florida
$8.27K -$3.82K -60 -32%
CFD
267
Creative Financial Designs
Indiana
$8.27K – – –
PTC
268
Private Trust Company
Ohio
$7.63K – – –
HNB
269
Huntington National Bank
Ohio
$7K +$7K +110 New
IGWM
270
ICA Group Wealth Management
Colorado
$6.36K -$1.91K -30 -23%
GA
271
GoalVest Advisory
New York
$6.36K +$6.36K +100 New
RAM
272
Riggs Asset Management
Pennsylvania
$4.78K – – –
JWA
273
JFS Wealth Advisors
Pennsylvania
$4.45K – – –
BIA
274
Bell Investment Advisors
California
$4.45K +$636 +10 +17%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$4.45K -$636 -10 -13%
9 10
11
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