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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
P
176
&Partners
Tennessee
$1.5M +$4.03K +30 +0.3%
KK
177
KLP Kapitalforvaltning
Norway
$1.49M – – –
IAA
178
Independent Advisor Alliance
North Carolina
$1.48M +$156K +1,160 +12%
AWS
179
Atria Wealth Solutions
New York
$1.44M -$5.38K -40 -0.4%
SEI Investments
180
SEI Investments
Pennsylvania
$1.39M -$1.13M -8,370 -45%
Mariner
181
Mariner
Kansas
$1.35M -$40.3K -300 -3%
Robeco Institutional Asset Management
182
Robeco Institutional Asset Management
Netherlands
$1.33M – – –
SGI
183
Summit Global Investments
Utah
$1.32M -$914K -6,800 -41%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$1.3M +$99.5K +740 +8%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$1.29M +$24.2K +180 +2%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$1.26M +$1.02M +7,620 +438%
MPM
187
Meritage Portfolio Management
Kansas
$1.23M +$67.2K +500 +6%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$1.2M +$1.2M +8,900 New
Jacobs Levy Equity Management
189
Jacobs Levy Equity Management
New Jersey
$1.19M +$1.18M +8,790 New
EI
190
Ethic Inc
New York
$1.17M +$75.3K +560 +7%
KWA
191
Kingswood Wealth Advisors
California
$1.15M +$4.03K +30 +0.4%
T. Rowe Price Investment Management
192
T. Rowe Price Investment Management
Maryland
$1.15M -$18.7M -138,970 -94%
Federated Hermes
193
Federated Hermes
Pennsylvania
$1.13M +$8.06K +60 +0.7%
HFM
194
Harvest Fund Management
China
$1.12M +$289K +2,150 +35%
EGM
195
Engineers Gate Manager
New York
$1.12M -$2.38M -17,740 -68%
IG
196
ING Group
Netherlands
$1.08M +$1.08M +8,000 New
MKW
197
Mullaney, Keating & Wright
Connecticut
$1.07M -$40.3K -300 -0.2%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$794K +5,910 +309%
SA
199
Sanctuary Advisors
Indiana
$1.05M -$280K -2,080 -21%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$1.01M +$547K +4,070 +119%
6 7
8
9 10

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.