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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
DWA
176
Dorsey Wright & Associates
California
$1.39M -$13.8K -110 -1%
KK
177
KLP Kapitalforvaltning
Norway
$1.39M +$1.38M +11,000 New
LAM
178
L2 Asset Management
Massachusetts
$1.37M +$1.36M +10,870 New
NRD
179
Nebula Research & Development
New York
$1.36M -$1.35M -10,760 -50%
AWS
180
Atria Wealth Solutions
New York
$1.35M -$813K -6,490 -38%
SA
181
Sanctuary Advisors
Indiana
$1.35M +$22.5K +180 +2%
US Bancorp
182
US Bancorp
Minnesota
$1.35M -$366K -2,920 -21%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$1.33M +$568K +4,540 +75%
Mariner
184
Mariner
Kansas
$1.3M +$314K +2,510 +32%
II
185
Inspire Investing
Idaho
$1.28M -$5.01K -40 -0.4%
GAM
186
Gotham Asset Management
New York
$1.26M -$240K -1,920 -16%
Robeco Institutional Asset Management
187
Robeco Institutional Asset Management
Netherlands
$1.24M +$1.24M +9,880 New
IAA
188
Independent Advisor Alliance
North Carolina
$1.23M +$18.8K +150 +2%
BEI
189
Benjamin Edwards Inc
Missouri
$1.2M +$42.6K +340 +4%
Kovitz Investment Group Partners
190
Kovitz Investment Group Partners
Illinois
$1.18M +$1.17M +9,340 New
N
191
Numerai
California
$1.16M +$1.15M +9,170 New
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$1.13M -$1.75M -14,000 -61%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$1.12M -$75.1K -600 -6%
MPM
194
Meritage Portfolio Management
Kansas
$1.08M +$120K +960 +13%
KWA
195
Kingswood Wealth Advisors
California
$1.07M -$10K -80 -0.9%
Federated Hermes
196
Federated Hermes
Pennsylvania
$1.05M -$32.6K -260 -3%
Squarepoint
197
Squarepoint
New York
$1.05M +$1.04M +8,300 New
OWM
198
OneAscent Wealth Management
Alabama
$1.02M
EI
199
Ethic Inc
New York
$993K +$987K +7,880 New
Nomura Holdings
200
Nomura Holdings
Japan
$985K +$979K +7,820 New

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.