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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 %
SIS
301
Sound Income Strategies
Florida
$27.9K – – –
BCMLT
302
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.5K – – –
HI
303
Harbour Investments
Wisconsin
$23.2K – – –
TWM
304
Tradition Wealth Management
Minnesota
$22K – – –
VCM
305
Versant Capital Management
Arizona
$19.5K -$928 -10 -5%
SWM
306
Spire Wealth Management
Virginia
$18.9K -$12.9K -150 -41%
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$18.6K – – –
LC
308
Lindbrook Capital
California
$18.6K – – –
SVCP
309
Silicon Valley Capital Partners
California
$18.6K +$18.6K +200 New
FP
310
Financial Perspectives
Minnesota
$16.5K – – –
SL
311
Salomon & Ludwin
Virginia
$15.9K – – –
SA
312
SRH Advisors
Kansas
$15.8K +$15.8K +170 New
LFA
313
LGT Financial Advisors
Texas
$14.9K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$14.9K – – –
GI
315
Gradient Investments
Minnesota
$13K – – –
MRCM
316
M&R Capital Management
New Jersey
$11.1K -$1.86K -20 -14%
PTC
317
Private Trust Company
Ohio
$11.1K – – –
EBA
318
Eagle Bay Advisors
New York
$11.1K +$11.1K +120 New
Bessemer Group
319
Bessemer Group
New Jersey
$10K -$49.6M -495,790 -100%
IGWM
320
ICA Group Wealth Management
Colorado
$9.28K +$9.28K +100 New
GI
321
GAMMA Investing
California
$8.61K +$8.61K +100 New
RAM
322
Riggs Asset Management
Pennsylvania
$6.99K – – –
JWA
323
JFS Wealth Advisors
Pennsylvania
$6.5K – – –
PWMG
324
Private Wealth Management Group
New Jersey
$6.5K +$6.5K +70 New
FFO
325
Fortitude Family Office
Arizona
$6.5K +$6.5K +70 New
11 12
13
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