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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 %
MGIA
251
Moneta Group Investment Advisors
Missouri
$243K +$243K +2,620 New
FTC
252
Farmers Trust Company
Ohio
$232K +$232K +2,500 New
CB
253
Commerce Bank
Missouri
$231K +$231K +2,490 New
FIA
254
Foundations Investment Advisors
Arizona
$228K +$228K +2,540 New
SWM
255
Shakespeare Wealth Management
Wisconsin
$220K +$220K +37,310 New
CG
256
Caprock Group
Idaho
$216K +$216K +2,330 New
PIM
257
Plato Investment Management
Australia
$212K +$212K +2,280 New
CFC
258
Coyle Financial Counsel
Illinois
$211K +$211K +2,280 New
PP
259
Patten & Patten
Tennessee
$205K +$205K +2,210 New
VFA
260
Virtus Fund Advisers
Connecticut
$202K -$18.6K -200 -8%
AWM
261
Accel Wealth Management
Iowa
$202K +$202K +2,180 New
GLA
262
Great Lakes Advisors
Illinois
$201K +$201K +2,170 New
WT
263
Whittier Trust
California
$186K – – –
TWC
264
TD Waterhouse Canada
Ontario, Canada
$183K – – –
LFG
265
Larson Financial Group
Missouri
$162K -$1.85K -20 -1%
IA
266
IFP Advisors
Florida
$159K +$149K +1,600 +1,455%
TRCT
267
Tower Research Capital (TRC)
New York
$156K -$515K -5,550 -77%
C
268
Covestor
United Kingdom
$148K +$25.1K +270 +20%
GWS
269
Glassman Wealth Services
Virginia
$143K – – –
IRC
270
Investors Research Corp
Georgia
$130K – – –
HT
271
Headlands Technologies
Illinois
$122K +$122K +1,310 New
MFG
272
Mendota Financial Group
Wisconsin
$114K – – –
GWM
273
Geneos Wealth Management
Colorado
$113K -$4.64K -50 -4%
ASN
274
Advisory Services Network
Georgia
$110K +$110K +1,190 New
PS
275
Principal Securities
Iowa
$97.5K +$97.5K +1,050 New
9 10
11
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