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Coca-Cola Consolidated
COKE

348 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

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

141% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 29

50% more capital invested

Capital invested by funds: $2.41B → $3.61B (+$1.19B)

16.4% more ownership

Funds ownership: 452.19% → 468.6% (+16%)

12% more funds holding

Funds holding: 311 → 348 (+37)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

Holders
348
Holders Change
+37
Holders Change %
+11.9%
% of All Funds
5.07%
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
+$97.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$81M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$31.5M
4
Morgan Stanley
Morgan Stanley
New York
+$29.9M
5
HAI
Hennessy Advisors Inc
California
+$23.6M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$77.5M
2
Truist Financial
Truist Financial
North Carolina
-$42.6M
3
Bessemer Group
Bessemer Group
New Jersey
-$35.9M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$17.2M
5
QOP
Quinn Opportunity Partners
Virginia
-$9.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
301
Indiana Trust & Investment Management
Indiana
$27.9K – – –
SIS
302
Sound Income Strategies
Florida
$27.9K – – –
BCMLT
303
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.5K – – –
HI
304
Harbour Investments
Wisconsin
$23.2K – – –
TWM
305
Tradition Wealth Management
Minnesota
$22K – – –
VCM
306
Versant Capital Management
Arizona
$19.5K -$724 -10 -5%
SWM
307
Spire Wealth Management
Virginia
$18.9K -$10.9K -150 -41%
LC
308
Lindbrook Capital
California
$18.6K – – –
MSFP
309
Mark Sheptoff Financial Planning
Connecticut
$18.6K – – –
SVCP
310
Silicon Valley Capital Partners
California
$18.6K +$14.5K +200 New
FP
311
Financial Perspectives
Minnesota
$16.5K – – –
SL
312
Salomon & Ludwin
Virginia
$15.9K – – –
SA
313
SRH Advisors
Kansas
$15.8K +$12.3K +170 New
BBHC
314
Brown Brothers Harriman & Co
New York
$14.9K – – –
LFA
315
LGT Financial Advisors
Texas
$14.9K – – –
GI
316
Gradient Investments
Minnesota
$13K – – –
MRCM
317
M&R Capital Management
New Jersey
$11.1K -$1.45K -20 -14%
PTC
318
Private Trust Company
Ohio
$11.1K – – –
EBA
319
Eagle Bay Advisors
New York
$11.1K +$8.69K +120 New
Bessemer Group
320
Bessemer Group
New Jersey
$10K -$35.9M -495,790 -100%
IGWM
321
ICA Group Wealth Management
Colorado
$9.28K +$7.24K +100 New
GI
322
GAMMA Investing
California
$8.61K +$7.24K +100 New
RAM
323
Riggs Asset Management
Pennsylvania
$6.99K – – –
JWA
324
JFS Wealth Advisors
Pennsylvania
$6.5K – – –
FFO
325
Fortitude Family Office
Arizona
$6.5K +$5.07K +70 New
11 12
13
14 15

COKE Hedge Fund Activity: Q4 2023 in Review

348 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2023, worth a combined $3.61B — up 50% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new COKE positions and 29 closed out — a net gain of 41 holders — while 98 added to existing stakes and 106 trimmed.

The largest buyer was Norges Bank, adding an estimated $97.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $77.5M.

  • 348 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2023, up from 311 in Q3 2023.
  • Funds reported $3.61B of Coca-Cola Consolidated stock for Q4 2023, up 50% quarter-over-quarter.
  • 70 funds opened new Coca-Cola Consolidated positions in Q4 2023 and 29 closed out, a net change of +41 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2023 was Norges Bank, an estimated $97.3M added.
  • The largest Coca-Cola Consolidated seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2023.