Ray Dalio’s COKE Holdings & Trades

First Buy
Q2 2021
Duration Held
18 Quarters
Largest Add
Q2 2021
+163,380 Shares
Current Position
26,292 Shares
$3.08 M Value

Ray Dalio's COKE Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 26,292 shares of Coca-Cola Consolidated, Inc. (COKE) worth $3.08 M, representing 0.01% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in COKE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 52,980 shares. Largest reduction occurred in Q4 2021, reducing 61,320 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Coca-Cola Consolidated (COKE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Coca-Cola Consolidated (COKE) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2021 +163,380 New Buy 163,380 $40.21
Q3 2021 -3,810 Reduce 2.33% 159,570 $39.42
Q4 2021 -61,320 Reduce 38.43% 98,250 $61.92
Q1 2022 +16,970 Add 17.27% 115,220 $49.69
Q2 2022 +17,410 Add 15.11% 132,630 $56.39
Q3 2022 -2,440 Reduce 1.84% 130,190 $41.17
Q4 2022 -31,390 Reduce 24.11% 98,800 $51.24
Q1 2023 -850 Reduce 0.86% 97,950 $53.51
Q2 2023 -5,320 Reduce 5.43% 92,630 $63.60
Q3 2023 +4,480 Add 4.84% 97,110 $63.63
Q4 2023 -9,360 Reduce 9.64% 87,750 $92.84
Q1 2024 -3,400 Reduce 3.87% 84,350 $84.64
Q2 2024 +52,980 Add 62.81% 137,330 $108.50
Q3 2024 -43,990 Reduce 32.03% 93,340 $131.64
Q4 2024 -34,560 Reduce 37.03% 58,780 $126.00
Q1 2025 -54,920 Reduce 93.43% 3,860 $135.00
Q2 2025 -926 Reduce 23.99% 2,934 $111.65
Q3 2025 +23,358 Add 796.11% 26,292 $117.16

Ray Dalio's Coca-Cola Consolidated Investment FAQs

Ray Dalio first purchased Coca-Cola Consolidated, Inc. (COKE) in Q2 2021, acquiring 163,380 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Coca-Cola Consolidated, Inc. (COKE) for 18 quarters since Q2 2021.

Ray Dalio's largest addition to Coca-Cola Consolidated, Inc. (COKE) was in Q2 2021, adding 163,380 shares worth $6.57 M.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 26,292 shares of Coca-Cola Consolidated, Inc. (COKE), valued at approximately $3.08 M.

As of the Q3 2025 filing, Coca-Cola Consolidated, Inc. (COKE) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Coca-Cola Consolidated, Inc. (COKE) was 163,380 shares, as reported at the end of Q2 2021.