We are live on ! Find out more
COKE icon

Coca-Cola Consolidated

225 hedge funds and large institutions have $1.42B invested in Coca-Cola Consolidated in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $1.02B → $1.42B (+$401M)

11% more funds holding

Funds holding: 202225 (+23)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

0.53% more ownership

Funds ownership: 496.6%497.13% (+0.53%)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
68
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$285M -$8.7M -246,840 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M -$8.11M -230,080 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$122M -$1.44M -40,920 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$92.7M -$1.74M -49,390 -2%
State Street
5
State Street
Massachusetts
$62M +$1.71M +48,470 +3%
DT
6
Diversified Trust
Tennessee
$61.4M -$2.38M -67,610 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$35.4M +$367K +10,400 +1%
TCM
8
Tributary Capital Management
Nebraska
$27.3M -$660K -18,730 -3%
Norges Bank
9
Norges Bank
Norway
$27.2M +$2.33M +65,960 +11%
Invesco
10
Invesco
Georgia
$26.3M -$3.69M -104,750 -14%
Northern Trust
11
Northern Trust
Illinois
$23.5M -$925K -26,240 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.1M -$367K -10,420 -2%
Charles Schwab
13
Charles Schwab
California
$22.9M +$476K +13,500 +2%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$20.8M +$953K +27,040 +6%
Morgan Stanley
15
Morgan Stanley
New York
$18.8M +$6.18M +175,460 +60%
Federated Hermes
16
Federated Hermes
Pennsylvania
$16.4M +$7.08M +200,890 +97%
Wells Fargo
17
Wells Fargo
California
$13.7M +$4.29M +121,820 +56%
LSV Asset Management
18
LSV Asset Management
Illinois
$13.7M +$12M +340,620 New
Principal Financial Group
19
Principal Financial Group
Iowa
$13.2M -$4.58K -130 -0%
PPA
20
Parametric Portfolio Associates
Washington
$10.4M +$1.38M +39,170 +18%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$9.01M -$1.4M -39,800 -15%
Ameriprise
22
Ameriprise
Minnesota
$8.8M -$185K -5,260 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.73M -$3.24M -92,040 -30%
PAM
24
Panagora Asset Management
Massachusetts
$8.62M -$2.68M -75,910 -26%
N
25
Nuveen
North Carolina
$7.95M -$591K -16,780 -8%