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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
PA
276
Parallel Advisors
California
$15.9K +$1.33K +20 +9%
SL
277
Salomon & Ludwin
Virginia
$15.9K +$16.6K +250 New
EWA
278
EverSource Wealth Advisors
Alabama
$15.3K -$5.98K -90 -27%
TWM
279
Tradition Wealth Management
Minnesota
$15K – – –
VCM
280
Versant Capital Management
Arizona
$14K – – –
LC
281
Lindbrook Capital
California
$12.7K – – –
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$12.7K – – –
FP
283
Financial Perspectives
Minnesota
$11.3K – – –
BBHC
284
Brown Brothers Harriman & Co
New York
$10.2K – – –
LFA
285
LGT Financial Advisors
Texas
$10.2K +$10.6K +160 New
GA
286
GoalVest Advisory
New York
$9.54K +$3.32K +50 +50%
GI
287
Gradient Investments
Minnesota
$8.91K – – –
MRCM
288
M&R Capital Management
New Jersey
$8.91K +$6.65K +100 +250%
CFD
289
Creative Financial Designs
Indiana
$8.27K – – –
PTC
290
Private Trust Company
Ohio
$7.64K – – –
IA
291
IFP Advisors
Florida
$7K -$1.33K -20 -15%
HNB
292
Huntington National Bank
Ohio
$7K – – –
RAM
293
Riggs Asset Management
Pennsylvania
$4.79K – – –
BIA
294
Bell Investment Advisors
California
$4.46K – – –
JWA
295
JFS Wealth Advisors
Pennsylvania
$4.46K – – –
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$4.45K – – –
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$3.82K +$3.99K +60 New
BWM
298
Baystate Wealth Management
Massachusetts
$3.18K – – –
SIC
299
Salem Investment Counselors
North Carolina
$3.18K – – –
CMP
300
Coston McIsaac & Partners
Maine
$3K – – –
10 11
12
13 14

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.