Coca-Cola Consolidated, Inc.
COKE- Exchange
- Nasdaq
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0000317540
No open-market purchases or sales by Coca-Cola Consolidated, Inc. insiders were filed in the last 90 days; 612 institutions reported holding it in 13F filings for Q2 2026, worth $7.81B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Coca-Cola Consolidated, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 268
- 0 vs. Q4 2021
- Shares held
- 3.53M
- +69.8K (+2.0%) vs. Q4 2021
- Total value
- $1.74B
- −$384.7M (−18.1%) vs. Q4 2021
- New holders
- 37
- 89 more added
- Sold out
- 37
- 86 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COKE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 612 | $7.81B |
| Q1 2026 | 587 | $7.09B |
| Q4 2025 | 532 | $5.77B |
| Q3 2025 | 457 | $4.19B |
| Q2 2025 | 470 | $4.33B |
| Q1 2025 | 467 | $5.22B |
| Q4 2024 | 467 | $4.82B |
| Q3 2024 | 457 | $5.04B |
| Q2 2024 | 415 | $4.25B |
| Q1 2024 | 365 | $3.28B |
| Q4 2023 | 348 | $3.57B |
| Q3 2023 | 313 | $2.41B |
| Q2 2023 | 293 | $2.40B |
| Q1 2023 | 284 | $1.93B |
| Q4 2022 | 277 | $1.80B |
| Q3 2022 | 277 | $1.42B |
| Q2 2022 | 282 | $2.00B |
| Q1 2022 | 268 | $1.74B |
| Q4 2021 | 272 | $2.13B |
| Q3 2021 | 238 | $1.38B |
| Q2 2021 | 225 | $1.42B |
| Q1 2021 | 202 | $1.02B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $497 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Lindbrook Capital, LLC | 5 | $2.00K | 0.00% | −10−66.7% | Reduced |
| Salem Investment Counselors Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Lee Financial Co | 4 | $2.00K | 0.00% | +4 | New |
| Bessemer Group Inc | 7 | $3.00K | 0.00% | −4−36.4% | Reduced |
| Global Retirement Partners, LLC | 5 | $3.00K | 0.00% | +5 | New |
| IFP Advisors, Inc | 27 | $4.00K | 0.00% | +7+35.0% | Added |
| Fifth Third Bancorp | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 14 | $6.00K | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16 | $7.00K | 0.00% | +1+6.7% | Added |
| Parallel Advisors, LLC | 17 | $8.00K | 0.00% | +1+6.3% | Added |
| Private Capital Group, LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 18 | $8.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 30 | $15.0K | 0.01% | +30 | New |
| State of Wyoming | 32 | $16.0K | 0.01% | −135−80.8% | Reduced |
| Versant Capital Management, Inc | 35 | $17.0K | 0.01% | −10−22.2% | Reduced |
| TCI Wealth Advisors, Inc. | 35 | $17.0K | 0.00% | +5+16.7% | Added |
| Beacon Capital Management, LLC | 40 | $20.0K | 0.00% | +40 | New |
| Quent Capital, LLC | 43 | $21.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 52 | $26.0K | 0.00% | +1+2.0% | Added |
| Quadrant Capital Group LLC | 62 | $31.0K | 0.00% | +19+44.2% | Added |
| GPS Wealth Strategies Group, LLC | 62 | $31.0K | 0.01% | +50+416.7% | Added |
| DekaBank Deutsche Girozentrale | 65 | $32.0K | 0.00% | −246−79.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 65 | $32.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 67 | $33.0K | 0.00% | +8+13.6% | Added |
| Bedel Financial Consulting, Inc. | 71 | $35.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 74 | $37.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 75 | $37.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 84 | $41.7K | 0.01% | −1−1.2% | Reduced |
| Spire Wealth Management | 105 | $52.0K | 0.00% | −12−10.3% | Reduced |
| Concord Wealth Partners | 109 | $54.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 110 | $54.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $57.0K | 0.04% | +112+5,600.0% | Added |
| Alaethes Wealth LLC | 116 | $58.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $62.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $63.0K | 0.00% | +52+69.3% | Added |
| Accel Wealth Management | 125 | $64.0K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 130 | $65.0K | 0.02% | +130 | New |
| Money Concepts Capital Corp | 138 | $69.0K | 0.00% | +138 | New |
| Capital Analysts, LLC | 141 | $70.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 140 | $70.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 140 | $70.0K | 0.00% | +140 | New |
| Public Employees Retirement System of Ohio | 151 | $75.0K | 0.00% | −20−11.7% | Reduced |
| Harvest Fund Management Co., Ltd | 151 | $75.0K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 153 | $76.0K | 0.02% | −2,184−93.5% | Reduced |
| Glassman Wealth Services | 153 | $76.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 152 | $76.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 160 | $79.0K | 0.01% | −32−16.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 175 | $87.0K | 0.04% | +175 | New |
| Tower Research Capital LLC (TRC) | 181 | $90.0K | 0.00% | +24+15.3% | Added |
| Whittier Trust Co | 200 | $99.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 235 | $104.0K | 0.07% | +235 | New |
| TD Waterhouse Canada Inc. | 168 | $105.7K | 0.00% | −100−37.3% | Reduced |
| Nisa Investment Advisors, LLC | 285 | $142.0K | 0.00% | −65−18.6% | Reduced |
| Metropolitan Life Insurance Co | 296 | $147.1K | 0.01% | −908−75.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $155.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 363 | $180.0K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 408 | $203.0K | 0.08% | +408 | New |
| Ami Investment Management Inc | 3,297 | $204.0K | 0.09% | +3,297 | New |
| Arrowstreet Capital, Limited Partnership | 424 | $211.0K | 0.00% | −11,841−96.5% | Reduced |
| Amundi | 435 | $214.0K | 0.00% | +250+135.1% | Added |
| Macroview Investment Management LLC | 433 | $215.0K | 0.31% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 434 | $216.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 434 | $216.0K | 0.00% | +70+19.2% | Added |
| Crossmark Global Holdings, Inc. | 449 | $223.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 454 | $226.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 455 | $226.0K | 0.00% | +19+4.4% | Added |
| Advisor Partners LLC | 459 | $228.0K | 0.01% | +10+2.2% | Added |
| Laurel Wealth Advisors, Inc. | 461 | $229.0K | 0.02% | −70−13.2% | Reduced |
| Clearstead Advisors, LLC | 467 | $232.0K | 0.02% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 500 | $248.0K | 0.23% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 515 | $256.0K | 0.04% | +515 | New |
| Greenwich Wealth Management LLC | 4,231 | $262.0K | 0.03% | −167−3.8% | Reduced |
| Captrust Financial Advisors | 530 | $263.0K | 0.00% | +31+6.2% | Added |
| Mackenzie Financial Corp | 530 | $263.0K | 0.00% | +530 | New |
| KBC Group NV | 534 | $265.0K | 0.00% | −283−34.6% | Reduced |
| One Wealth Advisors, LLC | 538 | $267.0K | 0.07% | +538 | New |
| Jefferies Group LLC | 541 | $268.8K | 0.01% | +541 | New |
| Private Advisor Group, LLC | 558 | $277.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 624 | $310.0K | 0.02% | −38−5.7% | Reduced |
| Raymond James & Associates | 625 | $311.0K | 0.00% | −215−25.6% | Reduced |
| Meritage Portfolio Management | 625 | $311.0K | 0.02% | +64+11.4% | Added |