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Coca-Cola Consolidated
COKE

Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
72
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$5.99M
2
BlackRock
BlackRock
New York
$212M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
$187M
5
Morgan Stanley
Morgan Stanley
New York
$8.43M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$88.9M
2
Norges Bank
Norges Bank
Norway
$17.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$68.3M
4
Wells Fargo
Wells Fargo
California
$6.32M
5
MSL
Mackay Shields LLC
New York
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
176
Berman Capital Advisors
Georgia
$15K – – –
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
AWA
178
Arkadios Wealth Advisors
Georgia
$14K +$9.88K +360 +240%
SIC
179
Salem Investment Counselors
North Carolina
$12K – – –
GWSG
180
GPS Wealth Strategies Group
Colorado
$11K +$11K +400 New
SIS
181
Sound Income Strategies
Florida
$8.66K – – –
VCM
182
Versant Capital Management
Arizona
$8K +$2.21K +80 +38%
LWM
183
Liberty Wealth Management
California
$7K – – –
SAI
184
Systematic Alpha Investments
New Jersey
$7K – – –
IA
185
IFP Advisors
Florida
$6K -$2.87K -110 -32%
MSFP
186
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
COCM
187
Charter Oak Capital Management
New Hampshire
$6K – – –
QCG
188
Quadrant Capital Group
Ohio
$6K +$1.09K +40 +22%
PA
189
Parallel Advisors
California
$5K – – –
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +190 New
PCG
191
Private Capital Group
Connecticut
$4K -$19.5K -730 -83%
CFD
192
Creative Financial Designs
Indiana
$4K – – –
PFBT
193
Parkside Financial Bank & Trust
Missouri
$4K – – –
SWM
194
Spire Wealth Management
Virginia
$4K +$4K +870 New
TWA
195
TCI Wealth Advisors
Arizona
$3K – – –
JCM
196
Jacobi Capital Management
Pennsylvania
$3K +$2K +80 +200%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$2K – – –
BWA
198
BDO Wealth Advisors
Florida
$1K – – –
WWM
199
Wolff Wiese Magana
California
$1K – – –
AIG
200
American International Group
New York
$903 -$10 -340 -1%
5 6 7
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