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Coca-Cola Consolidated
COKE

Overview Fund Activity

281 hedge funds and large institutions have $1.93B invested in Coca-Cola Consolidated in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
78
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$32.1M
2
First Trust Advisors
First Trust Advisors
Illinois
$28.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
$54.2M
4
Invesco
Invesco
Georgia
$45.5M
5
QOP
Quinn Opportunity Partners
Virginia
$6.79M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40.1M
2
Lazard Asset Management
Lazard Asset Management
New York
$6.86M
3
Citadel Advisors
Citadel Advisors
Florida
$3.03M
4
UBS Group
UBS Group
Switzerland
$2.95M
5
Man Group
Man Group
United Kingdom
$9.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$428K +$53.5K +1,000 +14%
CI Investments Inc
152
CI Investments Inc
Ontario, Canada
$424K -$50.3K -940 -11%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$422K -$104K -1,940 -20%
BFA
154
Bragg Financial Advisors
North Carolina
$416K -$40.7K -760 -9%
X
155
Xponance
Pennsylvania
$405K +$3.21K +60 +0.8%
OWM
156
OneAscent Wealth Management
Alabama
$401K – – –
TI
157
Tidal Investments
Wisconsin
$401K +$401K +7,490 New
Walleye Capital
158
Walleye Capital
New York
$400K +$400K +7,480 New
WAM
159
WNY Asset Management
New York
$390K +$1.61K +30 +0.4%
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$384K -$910K -17,000 -70%
API
161
Advisor Partners II
California
$368K +$8.03K +150 +2%
Mariner
162
Mariner
Kansas
$368K -$53.5K -1,000 -13%
TC
163
TwinBeech Capital
New York
$364K +$364K +6,810 New
SYBT
164
Stock Yards Bank & Trust
Kentucky
$354K – – –
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$339K – – –
MPM
166
Meritage Portfolio Management
Kansas
$337K -$11.8K -220 -3%
US Bancorp
167
US Bancorp
Minnesota
$334K +$23.5K +440 +8%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$333K +$11.8K +220 +4%
AA
169
ALPS Advisors
Colorado
$321K +$321K +6,000 New
ZCM
170
Zebra Capital Management
Connecticut
$321K -$295K -5,510 -48%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$306K – – –
SWP
172
Stratos Wealth Partners
Ohio
$303K -$24.6K -460 -8%
IWC
173
Integrated Wealth Concepts
Massachusetts
$302K +$302K +5,640 New
PAG
174
Private Advisor Group
New Jersey
$296K +$296K +5,530 New
AWM
175
AE Wealth Management
Kansas
$281K +$16.6K +310 +6%
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7
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