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Coca-Cola Consolidated
COKE

466 hedge funds and large institutions have $5.22B invested in Coca-Cola Consolidated in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 134 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 134

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9.03% more ownership

Funds ownership: 497.83% → 506.86% (+9%)

8% more capital invested

Capital invested by funds: $4.82B → $5.22B (+$395M)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0% less funds holding

Funds holding: 467 → 466 (-1)

Holders
466
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
160
Reduced
134
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$235M
2
First Trust Advisors
First Trust Advisors
Illinois
+$73.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$21.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$16.2M
5
Lazard Asset Management
Lazard Asset Management
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$87M
2
Millennium Management
Millennium Management
New York
-$48.8M
3
ECM
Estuary Capital Management
Minnesota
-$42.8M
4
Norges Bank
Norges Bank
Norway
-$26.7M
5
Goldman Sachs
Goldman Sachs
New York
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
101
Vident Advisory
Georgia
$3.78M +$1.4M +10,410 +59%
HIS
102
Harvest Investment Services
Illinois
$3.77M +$214K +1,590 +6%
AB
103
Amalgamated Bank
New York
$3.74M -$142K -1,060 -4%
N
104
Natixis
France
$3.71M -$49.7K -370 -1%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$3.7M – – –
EP
106
Edgestream Partners
New Jersey
$3.64M +$3.62M +26,950 New
IIM
107
INTECH Investment Management
Florida
$3.63M +$1.61M +11,990 +81%
VF
108
Vest Financial
Virginia
$3.58M +$3.56M +26,490 New
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$3.53M -$1.25M -9,280 -26%
Creative Planning
110
Creative Planning
Kansas
$3.52M +$87.4K +650 +3%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$3.47M +$243K +1,810 +8%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$3.36M -$161K -1,200 -5%
VI
113
Vestcor Inc
New Brunswick, Canada
$3.36M +$208K +1,550 +7%
Massachusetts Financial Services
114
Massachusetts Financial Services
Massachusetts
$3.32M -$2.6M -19,340 -44%
JIC
115
Johnson Investment Counsel
Ohio
$3.3M +$565K +4,200 +21%
EF
116
Empowered Funds
Pennsylvania
$3.3M -$99.5K -740 -3%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$3.18M -$37.6K -280 -1%
Walleye Capital
118
Walleye Capital
New York
$3.12M +$1.22M +9,110 +65%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$3.11M -$1.8M -13,390 -37%
PFSRSONJ
120
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.98M +$26.9K +200 +0.9%
RWM
121
Ritholtz Wealth Management
New York
$2.93M -$286K -2,130 -9%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.83M +$2.82M +21,000 New
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.74M -$284K -2,110 -9%
EWM
124
Elevatus Welath Management
New York
$2.67M +$2.65M +19,740 New
IC
125
IEQ Capital
California
$2.66M +$2.2M +16,330 +480%
3 4
5
6 7

COKE Hedge Fund Activity: Q1 2025 in Review

466 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2025, worth a combined $5.22B — up 8.2% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new COKE positions and 56 closed out — a net gain of 3 holders — while 160 added to existing stakes and 134 trimmed.

The largest buyer was Boston Partners, adding an estimated $235M. The largest seller was Fidelity Investments, cutting an estimated $87M.

  • 466 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2025, down from 467 in Q4 2024.
  • Funds reported $5.22B of Coca-Cola Consolidated stock for Q1 2025, up 8.2% quarter-over-quarter.
  • 59 funds opened new Coca-Cola Consolidated positions in Q1 2025 and 56 closed out, a net change of +3 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2025 was Boston Partners, an estimated $235M added.
  • The largest Coca-Cola Consolidated seller in Q1 2025 was Fidelity Investments, an estimated $87M sold.

Based on aggregated 13F filings for Q1 2025.