We are live on ! Find out more
COKE icon

Coca-Cola Consolidated

203 hedge funds and large institutions have $1.06B invested in Coca-Cola Consolidated in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more funds holding

Funds holding: 201203 (+2)

7% less capital invested

Capital invested by funds: $1.14B → $1.06B (-$80.5M)

11.48% less ownership

Funds ownership: 537.01%525.54% (-11%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
64
Reduced
57
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M +$1.53M +54,510 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$177M +$6.43M +229,690 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$87.2M +$3.35M +119,560 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74M -$3.58M -128,010 -5%
DT
5
Diversified Trust
Tennessee
$44.9M
State Street
6
State Street
Massachusetts
$38.9M -$888K -31,750 -2%
Goldman Sachs
7
Goldman Sachs
New York
$29.8M -$4.54M -162,370 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$28.3M -$2.46M -88,070 -8%
Norges Bank
9
Norges Bank
Norway
$20.6M +$1.9M +67,890 +10%
Northern Trust
10
Northern Trust
Illinois
$19.7M -$861K -30,760 -4%
Charles Schwab
11
Charles Schwab
California
$17.8M +$2.25M +80,560 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$17M -$139K -4,980 -0.8%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$13.5M -$5.76M -205,860 -30%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$13.5M +$612K +21,890 +5%
PAM
15
Panagora Asset Management
Massachusetts
$12.8M +$3.14M +112,240 +33%
Man Group
16
Man Group
United Kingdom
$11.7M +$6.74M +241,040 +140%
Invesco
17
Invesco
Georgia
$11.6M +$1.5M +53,580 +15%
Principal Financial Group
18
Principal Financial Group
Iowa
$10.7M +$37.5K +1,340 +0.4%
MCM
19
Matarin Capital Management
New York
$9.05M -$3.87M -138,360 -30%
Fidelity International
20
Fidelity International
Bermuda
$8.71M +$11.2K +400 +0.1%
Morgan Stanley
21
Morgan Stanley
New York
$8.56M +$3.8M +135,960 +82%
Allianz Asset Management
22
Allianz Asset Management
Germany
$7.58M +$7.47M +266,860 New
Ameriprise
23
Ameriprise
Minnesota
$7.38M +$282K +10,080 +4%
PPA
24
Parametric Portfolio Associates
Washington
$6.97M -$536K -19,160 -7%
MAM
25
Martingale Asset Management
Massachusetts
$6.71M +$364K +13,000 +6%