We are live on ! Find out more
COKE icon

Coca-Cola Consolidated
COKE

414 hedge funds and large institutions have $4.25B invested in Coca-Cola Consolidated in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 98 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

108% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 49

30% more capital invested

Capital invested by funds: $3.28B → $4.25B (+$970M)

13% more funds holding

Funds holding: 366 → 414 (+48)

6.41% more ownership

Funds ownership: 467.32% → 473.73% (+6.4%)

21% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 124

Holders
414
Holders Change
+48
Holders Change %
+13.11%
% of All Funds
5.98%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
102
Increased
98
Reduced
124
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$149M
2
Norges Bank
Norges Bank
Norway
+$62.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$48.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.7M
5
Jane Street
Jane Street
New York
+$28.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$119M
2
LSV Asset Management
LSV Asset Management
Illinois
-$45M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$42.3M
4
American Century Companies
American Century Companies
Missouri
-$26.4M
5
State Street
State Street
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
301
Whittier Trust
California
$217K – – –
BFA
302
Beaumont Financial Advisors
Massachusetts
$217K +$185K +2,000 New
CAG
303
Csenge Advisory Group
Florida
$217K +$185K +2,000 New
DC
304
Davenport & Co
Virginia
$217K +$185K +2,000 New
SW
305
SkyOak Wealth
Michigan
$217K +$185K +2,000 New
WAM
306
Walker Asset Management
Missouri
$217K +$185K +2,000 New
ZF
307
Zhang Financial
Michigan
$217K +$185K +2,000 New
KP
308
Keel Point
Alabama
$214K +$158K +1,710 New
ONSWM
309
Old North State Wealth Management
North Carolina
$214K +$181K +1,960 New
AAS
310
Avantax Advisory Services
Texas
$211K +$180K +1,940 New
SCM
311
Shelton Capital Management
Colorado
$206K +$176K +1,900 New
QCM
312
Quantinno Capital Management
New York
$203K +$173K +1,870 New
LFG
313
Larson Financial Group
Missouri
$185K -$1.85K -20 -1%
KBC Group
314
KBC Group
Belgium
$155K +$20.4K +220 +18%
GWP
315
Gen-Wealth Partners
Michigan
$140K – – –
PS
316
Principal Securities
Iowa
$137K +$22.2K +240 +24%
CT
317
Caldwell Trust
Florida
$136K – – –
FCAS
318
First Command Advisory Services
Texas
$125K +$50.9K +550 +92%
IWA
319
Icon Wealth Advisors
Texas
$124K +$100K +1,080 New
MFG
320
Mendota Financial Group
Wisconsin
$124K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$110K +$13.9K +150 +17%
NC
322
nVerses Capital
Florida
$109K – – –
PIM
323
Plato Investment Management
Australia
$107K -$62K -670 -40%
HCM
324
Hollencrest Capital Management
California
$99.8K +$46.3K +500 +119%
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$88K +$14.8K +160 +25%
11 12
13
14 15

COKE Hedge Fund Activity: Q2 2024 in Review

414 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2024, worth a combined $4.25B — up 30% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new COKE positions and 49 closed out — a net gain of 53 holders — while 98 added to existing stakes and 124 trimmed.

The largest buyer was Millennium Management, adding an estimated $149M. The largest seller was BlackRock, cutting an estimated $119M.

  • 414 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2024, up from 366 in Q1 2024.
  • Funds reported $4.25B of Coca-Cola Consolidated stock for Q2 2024, up 30% quarter-over-quarter.
  • 102 funds opened new Coca-Cola Consolidated positions in Q2 2024 and 49 closed out, a net change of +53 holders.
  • The largest Coca-Cola Consolidated buyer in Q2 2024 was Millennium Management, an estimated $149M added.
  • The largest Coca-Cola Consolidated seller in Q2 2024 was BlackRock, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2024.