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 2023
Institutional positions in Coca-Cola Consolidated, Inc. as of Mar 31, 2023. 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
- 284
- +14 vs. Q4 2022
- Shares held
- 3.60M
- +89.5K (+2.5%) vs. Q4 2022
- Total value
- $1.93B
- +$136.9M (+7.6%) vs. Q4 2022
- New holders
- 35
- 78 more added
- Sold out
- 21
- 96 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 500 | $259.9K | 0.14% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 495 | $264.9K | 0.00% | +495 | New |
| Mendel Capital Management LLC | 500 | $267.5K | 0.24% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 505 | $270.2K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 508 | $271.8K | 0.03% | +48+10.4% | Added |
| Watershed Asset Management, L.L.C. | 510 | $272.9K | 0.33% | −18−3.4% | Reduced |
| XTX Topco Ltd | 519 | $277.7K | 0.06% | +519 | New |
| Raymond James Financial Services Advisors, Inc. | 522 | $279.3K | 0.00% | +97+22.8% | Added |
| AE Wealth Management LLC | 525 | $281.0K | 0.00% | +31+6.3% | Added |
| Private Advisor Group, LLC | 553 | $295.9K | 0.00% | +553 | New |
| Integrated Wealth Concepts LLC | 564 | $302.0K | 0.01% | +564 | New |
| Stratos Wealth Partners, LTD. | 566 | $303.1K | 0.01% | −46−7.5% | Reduced |
| Pictet Asset Management SA | 571 | $305.5K | 0.00% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 600 | $321.0K | 1.60% | −551−47.9% | Reduced |
| Alps Advisors Inc | 600 | $321.0K | 0.00% | +600 | New |
| Captrust Financial Advisors | 622 | $332.8K | 0.00% | +22+3.7% | Added |
| US Bancorp | 624 | $333.9K | 0.00% | +44+7.6% | Added |
| Meritage Portfolio Management | 629 | $337.0K | 0.03% | −22−3.4% | Reduced |
| Handelsbanken Fonder AB | 633 | $339.0K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 663 | $354.0K | 0.01% | 00.0% | Unchanged |
| Twinbeech Capital LP | 681 | $364.4K | 0.01% | +681 | New |
| Mariner, LLC | 688 | $368.0K | 0.00% | −100−12.7% | Reduced |
| Advisor Partners II, LLC | 688 | $368.1K | 0.02% | +15+2.2% | Added |
| Jacobs Levy Equity Management, Inc | 717 | $383.7K | 0.00% | −1,700−70.3% | Reduced |
| WNY Asset Management, LLC | 728 | $389.5K | 0.09% | +3+0.4% | Added |
| Walleye Capital LLC | 748 | $400.2K | 0.01% | +748 | New |
| OneAscent Wealth Management LLC | 750 | $401.0K | 0.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 749 | $401.0K | 0.01% | +749 | New |
| Xponance, Inc. | 756 | $404.5K | 0.01% | +6+0.8% | Added |
| Bragg Financial Advisors, Inc | 778 | $416.3K | 0.02% | −76−8.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 787 | $422.0K | 0.00% | −194−19.8% | Reduced |
| Ci Investments Inc. | 793 | $424.0K | 0.00% | −94−10.6% | Reduced |
| New Mexico Educational Retirement Board | 800 | $428.0K | 0.02% | +100+14.3% | Added |
| Raymond James & Associates | 808 | $432.3K | 0.00% | −2−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 809 | $433.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 816 | $436.6K | 0.02% | +202+32.9% | Added |
| ProShare Advisors LLC | 827 | $442.5K | 0.00% | −59−6.7% | Reduced |
| Royal Bank of Canada | 866 | $464.0K | 0.00% | −679−43.9% | Reduced |
| Ritholtz Wealth Management | 871 | $466.2K | 0.02% | −445−33.8% | Reduced |
| New York Life Investment Management LLC | 881 | $471.4K | 0.01% | −262−22.9% | Reduced |
| Fort Pitt Capital Group, LLC | 900 | $481.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 904 | $484.2K | 0.00% | −51−5.3% | Reduced |
| Alliance Wealth Management Group | 7,883 | $489.0K | 0.17% | −310−3.8% | Reduced |
| Synovus Financial Corp | 946 | $506.2K | 0.01% | −185−16.4% | Reduced |
| ETF Managers Group, LLC | 961 | $514.2K | 0.02% | +961 | New |
| James Investment Research Inc | 966 | $517.0K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 975 | $521.8K | 0.03% | +975 | New |
| Benjamin F. Edwards & Company, Inc. | 976 | $522.0K | 0.02% | +11+1.1% | Added |
| HighTower Advisors, LLC | 973 | $523.0K | 0.00% | −76−7.2% | Reduced |
| Towercrest Capital Management | 8,471 | $525.5K | 0.11% | −310−3.5% | Reduced |
| South Dakota Investment Council | 1,000 | $535.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,015 | $543.0K | 0.00% | −3−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,021 | $546.3K | 0.01% | +595+139.7% | Added |
| The PNC Financial Services Group, Inc. | 1,029 | $550.7K | 0.00% | +87+9.2% | Added |
| Algert Global LLC | 1,077 | $576.3K | 0.03% | +186+20.9% | Added |
| Bank of Montreal | 1,078 | $610.3K | 0.00% | +202+23.1% | Added |
| DuPont Capital Management Corp | 1,157 | $619.1K | 0.03% | −2,139−64.9% | Reduced |
| Pitcairn Co | 1,163 | $622.3K | 0.06% | −13−1.1% | Reduced |
| Louisiana State Employees Retirement System | 1,200 | $642.1K | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 1,200 | $642.1K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,215 | $650.0K | 0.00% | −11−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,217 | $651.2K | 0.08% | +302+33.0% | Added |
| SG Americas Securities, LLC | 1,252 | $670.0K | 0.01% | +261+26.3% | Added |
| Citigroup Inc | 1,258 | $673.1K | 0.00% | +340+37.0% | Added |
| Atria Wealth Solutions, Inc. | 1,300 | $695.4K | 0.01% | +113+9.5% | Added |
| SEI Investments Co | 1,350 | $722.4K | 0.00% | +76+6.0% | Added |
| Oregon Public Employees Retirement Fund | 1,354 | $724.5K | 0.01% | +8+0.6% | Added |
| Massachusetts Financial Services Co | 1,367 | $731.5K | 0.00% | +1,367 | New |
| Victory Capital Management Inc | 1,403 | $750.7K | 0.00% | +45+3.3% | Added |
| Arizona State Retirement System | 1,454 | $778.0K | 0.01% | +38+2.7% | Added |
| Quantbot Technologies LP | 1,497 | $801.0K | 0.06% | −528−26.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,500 | $802.0K | 0.00% | +109+7.8% | Added |
| Azzad Asset Management Inc | 1,544 | $825.9K | 0.12% | +27+1.8% | Added |
| Trexquant Investment LP | 1,551 | $829.9K | 0.02% | −583−27.3% | Reduced |
| Warther Private Wealth, LLC | 1,553 | $831.0K | 0.63% | +865+125.7% | Added |
| Ameritas Investment Partners, Inc. | 1,563 | $836.3K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,666 | $891.4K | 0.00% | −60−3.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,727 | $924.1K | 0.01% | −889−34.0% | Reduced |
| Gotham Asset Management, LLC | 1,782 | $953.5K | 0.02% | +735+70.2% | Added |
| Millennium Management LLC | 1,783 | $954.0K | 0.00% | −1,962−52.4% | Reduced |
| Yousif Capital Management, LLC | 1,788 | $956.7K | 0.01% | −30−1.7% | Reduced |
| Quadrature Capital Ltd | 1,796 | $959.1K | 0.03% | +1,796 | New |
| STRS Ohio | 1,900 | $1.02M | 0.00% | −100−5.0% | Reduced |
| Versor Investments LP | 1,929 | $1.03M | 0.14% | −71−3.6% | Reduced |
| Creative Planning | 1,941 | $1.04M | 0.00% | +11+0.6% | Added |
| Panagora Asset Management Inc | 1,953 | $1.05M | 0.01% | −108−5.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,073 | $1.11M | 0.01% | +2+0.1% | Added |
| Virginia Retirement Systems Et Al | 2,200 | $1.18M | 0.01% | −100−4.3% | Reduced |
| Marshall Wace, LLP | 2,497 | $1.34M | 0.00% | −4,551−64.6% | Reduced |
| Cornercap Investment Counsel Inc | 2,659 | $1.42M | 0.25% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,720 | $1.46M | 1.02% | +194+7.7% | Added |
| TD Asset Management Inc | 2,932 | $1.57M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,019 | $1.61M | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 3,094 | $1.66M | 0.01% | −138−4.3% | Reduced |
| New York State Common Retirement Fund | 3,118 | $1.67M | 0.00% | −1,481−32.2% | Reduced |
| AXA S.A. | 3,125 | $1.67M | 0.01% | −3,700−54.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,134 | $1.68M | 0.00% | +3,134 | New |
| Great West Life Assurance Co | 3,173 | $1.69M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,208 | $1.72M | 0.00% | +2,022+170.5% | Added |
| Teacher Retirement System of Texas | 3,226 | $1.73M | 0.01% | +256+8.6% | Added |