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Coca-Cola Consolidated
COKE

311 hedge funds and large institutions have $2.41B invested in Coca-Cola Consolidated in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

7% more funds holding

Funds holding: 292 → 311 (+19)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

1% more capital invested

Capital invested by funds: $2.4B → $2.41B (+$18.3M)

0.58% more ownership

Funds ownership: 451.61% → 452.19% (+0.58%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
311
Holders Change
+19
Holders Change %
+6.51%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
101
Reduced
98
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$14.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
3
VRS
Virginia Retirement Systems
Virginia
+$13.1M
4
Charles Schwab
Charles Schwab
California
+$10.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$33.4M
2
First Trust Advisors
First Trust Advisors
Illinois
-$26.8M
3
Man Group
Man Group
United Kingdom
-$19.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$17.9M
5
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
251
KBC Group
Belgium
$62K +$64.5K +970 New
CT
252
Colonial Trust
South Carolina
$58.5K +$61.2K +920 New
NFSG
253
Newbridge Financial Services Group
Florida
$50.9K -$21.9K -330 -29%
SS
254
Sunbelt Securities
Texas
$47.1K +$24.6K +370 +100%
FHA
255
First Horizon Advisors
Tennessee
$46.5K -$9.97K -150 -17%
S
256
SignatureFD
Georgia
$45.8K -$1.99K -30 -4%
QCG
257
Quadrant Capital Group
Ohio
$45.2K +$665 +10 +1%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$45.2K +$29.3K +440 +163%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$39K -$298K -4,490 -88%
FCAS
260
First Command Advisory Services
Texas
$38.2K +$39.9K +600 New
BTI
261
Blue Trust Inc
Georgia
$38K – – –
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$34K -$4.65K -70 -11%
HPC
263
HM Payson & Co
Maine
$31.8K – – –
Ohio Public Employees Retirement System (OPERS)
264
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K -$665 -10 -2%
NRG
265
Nemes Rush Group
Michigan
$28.9K – – –
QC
266
Quent Capital
New York
$27.4K – – –
HCM
267
Hollencrest Capital Management
California
$26.7K – – –
AAM
268
Advisors Asset Management
Colorado
$25.5K +$5.32K +80 +25%
BCMLT
269
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K – – –
SWM
270
Spire Wealth Management
Virginia
$23.5K -$23.9K -360 -49%
EAM
271
Eukles Asset Management
Ohio
$21.6K – – –
MIA
272
Milestone Investment Advisors
Wisconsin
$19.7K +$20.6K +310 New
SIS
273
Sound Income Strategies
Florida
$19.1K -$3.32K -50 -14%
ITIM
274
Indiana Trust & Investment Management
Indiana
$19.1K +$19.9K +300 New
HI
275
Harbour Investments
Wisconsin
$15.9K – – –
9 10
11
12 13

COKE Hedge Fund Activity: Q3 2023 in Review

311 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2023, worth a combined $2.41B — up 0.76% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new COKE positions and 16 closed out — a net gain of 21 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Public Employees Retirement Association of Colorado, adding an estimated $14.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33.4M.

  • 311 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2023, up from 292 in Q2 2023.
  • Funds reported $2.41B of Coca-Cola Consolidated stock for Q3 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Consolidated positions in Q3 2023 and 16 closed out, a net change of +21 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2023 was Public Employees Retirement Association of Colorado, an estimated $14.5M added.
  • The largest Coca-Cola Consolidated seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q3 2023.