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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
PWMG
326
Private Wealth Management Group
New Jersey
$6.5K +$5.07K +70 New
BIA
327
Bell Investment Advisors
California
$5.57K -$724 -10 -14%
FFA
328
Frazier Financial Advisors
Ohio
$5.57K +$4.34K +60 New
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$5.57K -$724 -10 -14%
Mitsubishi UFJ Asset Management
330
Mitsubishi UFJ Asset Management
Japan
$5.54K – – –
BTI
331
Blue Trust Inc
Georgia
$5K -$37.6K -520 -87%
CMP
332
Coston McIsaac & Partners
Maine
$5K – – –
BWM
333
Baystate Wealth Management
Massachusetts
$4.65K – – –
SIC
334
Salem Investment Counselors
North Carolina
$4.64K – – –
GA
335
GoalVest Advisory
New York
$3.71K -$7.96K -110 -73%
HCP
336
Hexagon Capital Partners
Arkansas
$3.71K – – –
ACA
337
American Capital Advisory
Idaho
$2.79K +$2.17K +30 New
SIC
338
SJS Investment Consulting
Ohio
$2.79K – – –
PAI
339
Pittenger & Anderson Inc
Nebraska
$2.79K +$2.17K +30 New
DA
340
Denali Advisors
California
$2.79K – – –
T
341
Tidemark
California
$2.79K +$2.17K +30 New
AF
342
Advisornet Financial
Minnesota
$1.86K – – –
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$1.86K – – –
AF
344
Allworth Financial
California
$1.86K +$1.45K +20 New
CFGS
345
Concourse Financial Group Securities
Alabama
$1.86K -$724 -10 -33%
CAS
346
Coppell Advisory Solutions
Texas
$928 +$724 +10 New
HI
347
Horizon Investments
North Carolina
$911 – – –
GRP
348
Global Retirement Partners
California
$909 – – –
Truist Financial
349
Truist Financial
North Carolina
– -$42.6M -670,020 Closed
RA
350
Royce & Associates
New York
– -$5.09M -80,030 Closed
12 13
14
15 16

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.