COKE β€” COCA COLA CONS INC

Ownership history in Headlands Technologies LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Headlands Technologies LLC reported a position in COCA COLA CONS INC (COKE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.13% (2024 Q1)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

Headlands Technologies LLC Γ— COKE AI Analytics

πŸ“ˆ Headlands Technologies LLC outperformed the S&P 500 by +35.0% annually on this COKE position. Average cost basis: $110.16. Maximum drawdown during holding period: –10.3%.

πŸ“ˆ Position Alpha vs SPY
+35.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 35.0% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$110.16
+6.0% vs current ($116.74)

Best entry: $83.58 (2024 Q1)  Β·  Worst: $116.74 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–10.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    COKE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,166 +2,137 +7369.0% 0.02% $254K $116.74
2024 Q3 REDUCED 29 -631 -95.6% 0.00% $38K $130.13
2024 Q1 ADDED 660 +529 +403.8% 0.13% $559K $83.58
2023 Q4 INITIATED 131 β€” β€” 0.04% $122K β€”
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