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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
SIS
351
Sound Income Strategies
Florida
$32.8K – – –
ITIM
352
Indiana Trust & Investment Management
Indiana
$32.5K – – –
FFA
353
Frazier Financial Advisors
Ohio
$32.5K +$17.6K +190 +173%
OPTFSNA
354
Old Point Trust & Financial Services N A
Virginia
$30.4K -$66.6K -720 -72%
EBA
355
Eagle Bay Advisors
New York
$28.2K – – –
HI
356
Harbour Investments
Wisconsin
$27.1K – – –
SL
357
Salomon & Ludwin
Virginia
$27.1K – – –
RA
358
Rise Advisors
New York
$25K – – –
NFSG
359
Newbridge Financial Services Group
Florida
$25K -$10.2K -110 -32%
VCM
360
Versant Capital Management
Arizona
$22.8K – – –
SVCP
361
Silicon Valley Capital Partners
California
$22.1K – – –
LC
362
Lindbrook Capital
California
$21.7K – – –
MSFP
363
Mark Sheptoff Financial Planning
Connecticut
$21.7K – – –
IC
364
Innealta Capital
Texas
$21.7K +$18.5K +200 New
TFF
365
The Family Firm
Maryland
$20.7K +$17.6K +190 New
FP
366
Financial Perspectives
Minnesota
$19.6K – – –
SA
367
SRH Advisors
Kansas
$18.4K – – –
BBHC
368
Brown Brothers Harriman & Co
New York
$17.4K – – –
LFA
369
LGT Financial Advisors
Texas
$17.4K – – –
LI
370
LRI Investments
Florida
$16.3K – – –
FFA
371
Farther Finance Advisors
California
$12.2K +$10.2K +110 New
AF
372
Allworth Financial
California
$12.2K +$8.33K +90 +450%
IGWM
373
ICA Group Wealth Management
Colorado
$10.8K – – –
TPCW
374
TD Private Client Wealth
New York
$9.77K +$8.33K +90 New
SAM
375
Smartleaf Asset Management
Massachusetts
$9.64K +$8.33K +90 New
13 14
15
16 17

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.