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Coca-Cola Consolidated

467 hedge funds and large institutions have $4.82B invested in Coca-Cola Consolidated in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

2% more funds holding

Funds holding: 457467 (+10)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $5.04B → $4.82B (-$218M)

21.32% less ownership

Funds ownership: 519.15%497.83% (-21%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
6.15%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
62
Increased
147
Reduced
146
Closed
45
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bridgewater Associates
Connecticut
$7.41M -$4.33M -34,560 -37%
MOACM
77
Mutual of America Capital Management
New York
$7.39M -$91.4K -730 -1%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$7.09M -$317K -2,530 -4%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$6.98M -$1.81M -14,430 -21%
LPL Financial
80
LPL Financial
California
$6.46M +$1.23M +9,790 +24%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$6.46M -$73.9K -590 -1%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.12M -$145K -1,160 -2%
RL
83
Ruffer LLP
United Kingdom
$6.04M +$6M +47,930 New
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$5.94M -$237K -1,890 -4%
Lazard Asset Management
85
Lazard Asset Management
New York
$5.91M -$3.48M -27,770 -37%
Acadian Asset Management
86
Acadian Asset Management
Massachusetts
$5.9M -$710K -5,670 -11%
Massachusetts Financial Services
87
Massachusetts Financial Services
Massachusetts
$5.54M +$665K +5,310 +14%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$5.32M -$1.21M -9,660 -19%
Canada Life
89
Canada Life
Manitoba, Canada
$5.17M +$46.3K +370 +0.9%
VanEck Associates
90
VanEck Associates
New York
$5.12M +$1.32M +10,510 +35%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$4.99M -$6.26K -50 -0.1%
VIM
92
VELA Investment Management
Ohio
$4.98M +$406K +3,240 +9%
MCM
93
Monument Capital Management
Virginia
$4.97M -$43.8K -350 -0.9%
Pictet Asset Management
94
Pictet Asset Management
Switzerland
$4.93M +$4.02M +32,110 +457%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$4.59M +$1.16M +9,300 +34%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$4.58M -$170K -1,360 -4%
Treasurer of the State of North Carolina
97
Treasurer of the State of North Carolina
North Carolina
$4.47M +$1.14M +9,120 +35%
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$4.46M
MIM
99
MetLife Investment Management
New Jersey
$4.19M +$347K +2,770 +9%
Wellington Management Group
100
Wellington Management Group
Massachusetts
$4.15M +$1.03M +8,200 +33%

COKE Hedge Fund Activity: Q4 2024 in Review

467 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2024, worth a combined $4.82B — down 4.3% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new COKE positions and 45 closed out — a net gain of 17 holders — while 147 added to existing stakes and 146 trimmed.

The largest buyer was Estuary Capital Management, opening a new position worth an estimated $42.6M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $66.2M sold.

  • 467 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $4.82B of Coca-Cola Consolidated stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 62 funds opened new Coca-Cola Consolidated positions in Q4 2024 and 45 closed out, a net change of +17 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2024 was Estuary Capital Management, an estimated $42.6M added.
  • The largest Coca-Cola Consolidated seller in Q4 2024 was Hennessy Advisors Inc, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2024.