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Coca-Cola Consolidated

457 hedge funds and large institutions have $4.19B invested in Coca-Cola Consolidated in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 147 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $3.16M

12% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 147

3% less capital invested

Capital invested by funds: $4.33B → $4.19B (-$134M)

3% less funds holding

Funds holding: 470457 (-13)

10% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 69

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

456.75% less ownership

Funds ownership: 503.44%46.69% (-457%)

Holders
457
Holders Change
-13
Holders Change %
-2.77%
% of All Funds
6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
62
Increased
164
Reduced
147
Closed
69
Calls
$8.01M
Puts
$3.16M
Net Calls
+$4.85M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$633M +$22.9M +197,769 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M -$9.59M -82,763 -2%
Boston Partners
3
Boston Partners
Massachusetts
$253M +$8.14M +70,212 +3%
State Street
4
State Street
Massachusetts
$201M -$1.27M -10,976 -0.6%
DT
5
Diversified Trust
Tennessee
$171M -$25.5K -220 -0%
First Trust Advisors
6
First Trust Advisors
Illinois
$168M +$90.4M +779,915 +119%
AQR Capital Management
7
AQR Capital Management
Connecticut
$160M +$21.3M +183,781 +15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$158M +$5.65M +48,789 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$137M +$11.2M +96,453 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$70.5M +$215K +1,854 +0.3%
VNIM
11
Vaughan Nelson Investment Management
Texas
$63M +$36M +310,735 +137%
Northern Trust
12
Northern Trust
Illinois
$58.2M +$2.03M +17,545 +4%
Charles Schwab
13
Charles Schwab
California
$57M -$4.98M -43,019 -8%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$51.9M +$3.27M +28,212 +7%
Morgan Stanley
15
Morgan Stanley
New York
$46.9M -$773K -6,670 -2%
Renaissance Technologies
16
Renaissance Technologies
New York
$45.3M -$15.1M -130,400 -25%
Raymond James Financial
17
Raymond James Financial
Florida
$40.1M -$336K -2,903 -0.8%
Barclays
18
Barclays
United Kingdom
$36.6M -$4.37M -37,715 -11%
CIC
19
Chilton Investment Company
Connecticut
$36.4M +$1.09M +9,412 +3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$34.5M -$6.56M -56,647 -16%
Truist Financial
21
Truist Financial
North Carolina
$33.4M -$528K -4,558 -2%
Invesco
22
Invesco
Georgia
$30.6M -$33.5M -289,349 -53%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$29.3M -$19.1M -165,107 -40%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$28.8M -$19.2M -165,853 -40%
JP Morgan Chase
25
JP Morgan Chase
New York
$28.7M +$2.81M +24,278 +11%

COKE Hedge Fund Activity: Q3 2025 in Review

457 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2025, worth a combined $4.19B — down 3.1% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of COKE and 62 opened new positions — a net loss of 7 holders — while 147 trimmed existing stakes and 164 added.

The largest buyer was First Trust Advisors, adding an estimated $90.4M. The largest seller was Invesco, cutting an estimated $33.5M.

  • 457 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2025, down from 470 in Q2 2025.
  • Funds reported $4.19B of Coca-Cola Consolidated stock for Q3 2025, down 3.1% quarter-over-quarter.
  • 62 funds opened new Coca-Cola Consolidated positions in Q3 2025 and 69 closed out, a net change of -7 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2025 was First Trust Advisors, an estimated $90.4M added.
  • The largest Coca-Cola Consolidated seller in Q3 2025 was Invesco, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2025.