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, Q4 2022
Institutional positions in Coca-Cola Consolidated, Inc. as of Dec 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
- 277
- +4 vs. Q3 2022
- Shares held
- 3.52M
- +74.4K (+2.2%) vs. Q3 2022
- Total value
- $1.80B
- +$384.4M (+27.2%) vs. Q3 2022
- New holders
- 37
- 83 more added
- Sold out
- 33
- 99 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 0 | $200 | 0.00% | 0 | New |
| Global Retirement Partners, LLC | 1 | $512 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1 | $512 | 0.00% | +1 | New |
| Fiduciary Alliance LLC | 1 | $512 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $512 | 0.00% | +1 | New |
| Farmers & Merchants Investments Inc | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $1.02K | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $1.02K | 0.00% | +2 | New |
| Proequities, Inc. | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.54K | 0.00% | +2+200.0% | Added |
| IFP Advisors, Inc | 11 | $2.00K | 0.00% | −3−21.4% | Reduced |
| Globeflex Capital L P | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $2.56K | 0.00% | +2+66.7% | Added |
| Sargent Bickham Lagudis LLC | 5 | $2.56K | 0.00% | +5 | New |
| Coston, McIsaac & Partners | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $3.07K | 0.00% | +4+200.0% | Added |
| Hexagon Capital Partners LLC | 7 | $3.59K | 0.00% | −1−12.5% | Reduced |
| Burleson & Company, LLC | 7 | $3.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $4.00K | 0.00% | −2−20.0% | Reduced |
| Ellevest, Inc. | 9 | $4.61K | 0.00% | −3−25.0% | Reduced |
| Rise Advisors, LLC | 10 | $5.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $6.00K | 0.00% | −3−20.0% | Reduced |
| Creative Financial Designs Inc | 13 | $6.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $7.17K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 18 | $9.01K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $9.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $10.2K | 0.00% | +20 | New |
| National Bank of Canada | 20 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 20 | $10.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21 | $10.8K | 0.00% | −69−76.7% | Reduced |
| Parallel Advisors, LLC | 21 | $10.8K | 0.00% | −4−16.0% | Reduced |
| Versant Capital Management, Inc | 21 | $10.8K | 0.00% | −2−8.7% | Reduced |
| Spire Wealth Management | 21 | $11.0K | 0.00% | +6+40.0% | Added |
| Tradition Wealth Management, LLC | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $12.3K | 0.00% | +19+380.0% | Added |
| Harbour Investments, Inc. | 25 | $12.8K | 0.00% | −34−57.6% | Reduced |
| Comerica Securities,inc. | 25 | $12.8K | 0.00% | +25 | New |
| Covestor Ltd | 24 | $13.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $13.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $15.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 34 | $17.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $20.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $22.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 46 | $24.0K | 0.00% | −90−66.2% | Reduced |
| Hollencrest Capital Management | 52 | $26.6K | 0.00% | +52 | New |
| Quadrant Capital Group LLC | 61 | $31.3K | 0.00% | −2−3.2% | Reduced |
| Fifth Third Bancorp | 65 | $33.3K | 0.00% | +5+8.3% | Added |
| CWM, LLC | 66 | $34.0K | 0.00% | −73−52.5% | Reduced |
| Ronald Blue Trust, Inc. | 91 | $37.0K | 0.00% | +32+54.2% | Added |
| PFG Private Wealth Management, LLC | 75 | $38.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $39.0K | 0.00% | +51+204.0% | Added |
| Tower Research Capital LLC (TRC) | 82 | $43.0K | 0.00% | −819−90.9% | Reduced |
| First Horizon Advisors, Inc. | 88 | $45.1K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 90 | $46.0K | 0.00% | +23+34.3% | Added |
| Advisory Services Network, LLC | 90 | $46.1K | 0.00% | +90 | New |
| Signaturefd, LLC | 111 | $56.9K | 0.00% | −1−0.9% | Reduced |
| Umb Bank N A | 117 | $60.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 123 | $63.1K | 0.00% | +123 | New |
| Accel Wealth Management | 125 | $64.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $64.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $65.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 140 | $71.7K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 145 | $74.3K | 0.00% | +145 | New |
| GWM Advisors LLC | 224 | $76.9K | 0.00% | +224 | New |
| Newbridge Financial Services Group, Inc. | 151 | $77.4K | 0.04% | −24−13.7% | Reduced |
| Glassman Wealth Services | 154 | $78.8K | 0.01% | −1−0.6% | Reduced |
| State of Wyoming | 186 | $95.3K | 0.03% | +41+28.3% | Added |
| Plante Moran Financial Advisors, LLC | 188 | $96.3K | 0.01% | +188 | New |
| TD Waterhouse Canada Inc. | 150 | $97.4K | 0.00% | −1,495−90.9% | Reduced |
| Whittier Trust Co | 200 | $102.5K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 238 | $121.9K | 0.87% | +238 | New |
| Metropolitan Life Insurance Co | 296 | $151.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $153.7K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $159.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 351 | $176.0K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 393 | $201.4K | 0.00% | +393 | New |
| Templeton & Phillips Capital Management, LLC | 400 | $204.9K | 0.22% | +400 | New |
| EMC Capital Management | 411 | $211.0K | 0.19% | +58+16.4% | Added |
| Securian Asset Management, Inc | 420 | $215.2K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 425 | $217.9K | 0.00% | +425 | New |
| Northwestern Mutual Investment Management Company, LLC | 426 | $218.3K | 0.01% | −239−35.9% | Reduced |
| Macroview Investment Management LLC | 433 | $221.9K | 0.38% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 434 | $222.4K | 0.00% | +434 | New |
| ExodusPoint Capital Management, LP | 443 | $227.0K | 0.00% | −5,877−93.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 454 | $232.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 460 | $235.7K | 0.03% | −38−7.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 461 | $236.0K | 0.02% | +461 | New |
| Kestra Advisory Services, LLC | 465 | $238.2K | 0.00% | +465 | New |
| Clearstead Advisors, LLC | 467 | $239.3K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 494 | $253.1K | 0.00% | +494 | New |
| Vestcor Inc | 498 | $255.0K | 0.01% | −666−57.2% | Reduced |
| Mendel Capital Management LLC | 500 | $256.2K | 0.27% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 505 | $259.0K | 0.01% | +505 | New |
| Davis Investment Partners, LLC | 500 | $260.9K | 0.13% | +500 | New |
| Watershed Asset Management, L.L.C. | 528 | $270.5K | 0.34% | −40−7.0% | Reduced |
| Pictet Asset Management SA | 571 | $293.0K | 0.00% | +571 | New |