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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
JSAM
401
J. Safra Asset Management
New York
$2.17K +$1.85K +20 New
RWMG
402
Redwood Wealth Management Group
New Jersey
$2.17K +$1.85K +20 New
RIL
403
Rothschild Investment LLC
Illinois
$2.17K +$1.85K +20 New
HI
404
Horizon Investments
North Carolina
$2.17K – – –
WWP
405
WR Wealth Planners
Missouri
$1.08K -$1.85K -20 -67%
GRP
406
Global Retirement Partners
California
$1.08K – – –
VWA
407
Valued Wealth Advisors
Utah
$1.08K – – –
CAS
408
Coppell Advisory Solutions
Texas
$1.08K +$926 +10 New
CFO
409
CVA Family Office
Colorado
$1.08K +$926 +10 New
SFCL
410
Strengthening Families & Communities LLC
Massachusetts
$1K +$926 +10 New
MA
411
Montag & Associates
Georgia
$697 – – –
HGA
412
Hobbs Group Advisors
South Carolina
$647 +$926 +10 New
CWC
413
Carolinas Wealth Consulting
North Carolina
$530 – – –
LSV Asset Management
414
LSV Asset Management
Illinois
– -$45M -532,230 Closed
TCM
415
Tributary Capital Management
Nebraska
– -$11.1M -130,740 Closed
AIG
416
American International Group
New York
– -$7.21M -85,200 Closed
WAM
417
Weiss Asset Management
Massachusetts
– -$6.46M -76,350 Closed
Assenagon Asset Management
418
Assenagon Asset Management
Luxembourg
– -$5.86M -69,260 Closed
Wellington Management Group
419
Wellington Management Group
Massachusetts
– -$4.3M -50,820 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.23M -50,000 Closed
EP
421
Edgestream Partners
New Jersey
– -$4.14M -48,920 Closed
TPSF
422
Texas Permanent School Fund
Texas
– -$3.47M -41,020 Closed
SWM
423
Shakespeare Wealth Management
Wisconsin
– -$228K -37,310 Closed
QOP
424
Quinn Opportunity Partners
Virginia
– -$1.44M -16,980 Closed
DM
425
Delphi Management
Massachusetts
– -$1.43M -16,840 Closed
15 16
17
18 19

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.