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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
TRCT
201
Tower Research Capital (TRC)
New York
$973K +$759K +6,060 +365%
WAM
202
WNY Asset Management
New York
$970K
XT
203
XTX Topco
Cayman Islands
$969K +$446K +3,560 +86%
MKW
204
Mullaney, Keating & Wright
Connecticut
$935K -$87.6K -700 -0.5%
BFA
205
Bragg Financial Advisors
North Carolina
$931K
KLCM
206
KG&L Capital Management
Louisiana
$907K +$17.5K +140 +2%
Deutsche Bank
207
Deutsche Bank
Germany
$892K +$114K +910 +15%
SWP
208
Stratos Wealth Partners
Ohio
$866K +$199K +1,590 +30%
X
209
Xponance
Pennsylvania
$862K +$51.3K +410 +6%
Two Sigma Investments
210
Two Sigma Investments
New York
$847K -$2.32M -18,510 -73%
JFG
211
Jefferies Financial Group
New York
$809K +$804K +6,420 New
VPIM
212
Vanguard Personalized Indexing Management
California
$779K +$5.01K +40 +0.7%
HFM
213
Harvest Fund Management
China
$761K -$463K -3,700 -38%
EWA
214
EP Wealth Advisors
California
$738K -$32.6K -260 -4%
SB
215
Strategic Blueprint
Georgia
$735K -$6.26K -50 -0.9%
ETC
216
Exchange Traded Concepts
Oklahoma
$702K -$1.62M -12,960 -70%
IBOK
217
Independence Bank of Kentucky
Kentucky
$693K
P
218
Pitcairn
Pennsylvania
$689K -$52.6K -420 -7%
KSWA
219
Kathleen S. Wright Associates
Pennsylvania
$681K
RFA
220
ROI Financial Advisors
Oregon
$677K +$222K +1,770 +49%
QC
221
Quadrature Capital
United Kingdom
$661K -$314K -2,510 -32%
ECM
222
EMC Capital Management
Texas
$656K -$5.85M -46,720 -90%
CGH
223
Crossmark Global Holdings
Texas
$653K +$72.6K +580 +13%
MGIA
224
Moneta Group Investment Advisors
Missouri
$649K +$25K +200 +4%
MML Investors Services
225
MML Investors Services
Massachusetts
$648K +$37.6K +300 +6%

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.