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, Q3 2022
Institutional positions in Coca-Cola Consolidated, Inc. as of Sep 30, 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
- 277
- −1 vs. Q2 2022
- Shares held
- 3.45M
- −80.0K (−2.3%) vs. Q2 2022
- Total value
- $1.42B
- −$570.4M (−28.7%) vs. Q2 2022
- New holders
- 44
- 83 more added
- Sold out
- 45
- 92 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Lee Financial Co | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $412 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| Schubert & Co | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Proequities, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Farmers & Merchants Investments Inc | 2 | $1.00K | 0.00% | +2 | New |
| Coston, McIsaac & Partners | 6 | $2.00K | 0.00% | −5−45.5% | Reduced |
| Lindbrook Capital, LLC | 5 | $2.00K | 0.00% | −2−28.6% | Reduced |
| Salem Investment Counselors Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $2.00K | 0.00% | +7+100.0% | Added |
| Wipfli Financial Advisors LLC, | 4 | $2.00K | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 4 | $2.00K | 0.00% | +4 | New |
| Bartlett & Co. LLC | 8 | $3.00K | 0.00% | −13−61.9% | Reduced |
| Hexagon Capital Partners LLC | 8 | $3.00K | 0.00% | +3+60.0% | Added |
| Burleson & Company, LLC | 7 | $3.00K | 0.00% | +5+250.0% | Added |
| Bartlett & Co. Wealth Management LLC | 8 | $3.29K | 0.00% | −13−61.9% | Reduced |
| Massmutual Trust Co FSB | 10 | $4.00K | 0.00% | −9−47.4% | Reduced |
| Rise Advisors, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12 | $5.00K | 0.00% | −2,391−99.5% | Reduced |
| Creative Financial Designs Inc | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $5.00K | 0.00% | +4+50.0% | Added |
| Spire Wealth Management | 15 | $6.00K | 0.00% | −200−93.0% | Reduced |
| Rockefeller Capital Management L.P. | 17 | $6.00K | 0.00% | −8−32.0% | Reduced |
| Private Trust Co NA | 15 | $6.00K | 0.00% | −2−11.8% | Reduced |
| Gradient Investments LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 18 | $7.24K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $8.00K | 0.00% | +18 | New |
| Versant Capital Management, Inc | 23 | $9.00K | 0.00% | −12−34.3% | Reduced |
| Tradition Wealth Management, LLC | 23 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $10.0K | 0.00% | +5+25.0% | Added |
| Covestor Ltd | 24 | $10.0K | 0.01% | +13+118.2% | Added |
| Larson Financial Group LLC | 25 | $10.0K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $12.0K | 0.00% | −5−14.3% | Reduced |
| Sound Income Strategies, LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 30 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 34 | $14.0K | 0.01% | +34 | New |
| Quent Capital, LLC | 43 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $21.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 60 | $25.0K | 0.00% | +51+566.7% | Added |
| Quadrant Capital Group LLC | 63 | $26.0K | 0.00% | −4−6.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 62 | $26.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 75 | $31.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 59 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $33.0K | 0.00% | +18+43.9% | Added |
| First Horizon Advisors, Inc. | 88 | $36.0K | 0.00% | −3−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 90 | $37.0K | 0.00% | +90 | New |
| American Portfolios Advisors | 107 | $44.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 111 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 112 | $46.0K | 0.00% | +44+64.7% | Added |
| Quantbot Technologies LP | 116 | $47.0K | 0.00% | −960−89.2% | Reduced |
| Umb Bank N A | 117 | $48.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $51.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $52.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 125 | $55.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 136 | $56.0K | 0.00% | −2−1.4% | Reduced |
| CWM, LLC | 139 | $57.0K | 0.00% | +85+157.4% | Added |
| Macquarie Group Ltd | 67 | $58.0K | 0.00% | −74−52.5% | Reduced |
| Investors Research Corp | 140 | $58.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 145 | $60.0K | 0.00% | −236−61.9% | Reduced |
| State of Wyoming | 145 | $60.0K | 0.03% | +21+16.9% | Added |
| Glassman Wealth Services | 155 | $64.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 175 | $72.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $82.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 193 | $94.0K | 0.00% | +8+4.3% | Added |
| SG Americas Securities, LLC | 295 | $121.0K | 0.00% | −1,112−79.0% | Reduced |
| Metropolitan Life Insurance Co | 296 | $121.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $128.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 353 | $145.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 351 | $145.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $169.0K | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 420 | $173.0K | 0.01% | +420 | New |
| Macroview Investment Management LLC | 433 | $178.0K | 0.33% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 446 | $184.0K | 0.00% | +446 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 454 | $187.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 467 | $192.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 498 | $205.0K | 0.03% | +123+32.8% | Added |
| Mendel Capital Management LLC | 500 | $206.0K | 0.24% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 510 | $210.0K | 0.00% | −417−45.0% | Reduced |
| Sara-Bay Financial | 3,839 | $215.0K | 0.12% | +3,839 | New |
| Heritage Wealth Management, LLC | 535 | $220.0K | 0.07% | +18+3.5% | Added |
| Susquehanna Fundamental Investments, LLC | 550 | $226.0K | 0.00% | +550 | New |
| State of Tennessee, Treasury Department | 553 | $228.0K | 0.00% | −3,411−86.0% | Reduced |
| Private Advisor Group, LLC | 553 | $228.0K | 0.00% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 568 | $234.0K | 0.31% | +132+30.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 583 | $240.0K | 0.02% | −23−3.8% | Reduced |
| Captrust Financial Advisors | 593 | $244.0K | 0.00% | +23+4.0% | Added |
| Advisor Partners II, LLC | 598 | $246.0K | 0.02% | +598 | New |
| Mariner, LLC | 603 | $248.0K | 0.00% | +603 | New |
| US Bancorp | 609 | $250.0K | 0.00% | −20−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 615 | $253.0K | 0.00% | +66+12.0% | Added |
| Atria Wealth Solutions, Inc. | 627 | $258.0K | 0.00% | 00.0% | Unchanged |