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, Q2 2023
Institutional positions in Coca-Cola Consolidated, Inc. as of Jun 30, 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
- 293
- +12 vs. Q1 2023
- Shares held
- 3.78M
- +177.2K (+4.9%) vs. Q1 2023
- Total value
- $2.40B
- +$465.4M (+24.1%) vs. Q1 2023
- New holders
- 37
- 99 more added
- Sold out
- 25
- 92 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 467 | $297.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 488 | $309.5K | 0.00% | +468+2,340.0% | Added |
| CWM Advisors, LLC | 492 | $312.9K | 0.04% | −16−3.1% | Reduced |
| Mendel Capital Management LLC | 500 | $318.0K | 0.25% | 00.0% | Unchanged |
| Bailard, Inc. | 500 | $318.0K | 0.01% | +500 | New |
| CSS LLC | 500 | $318.0K | 0.02% | +500 | New |
| Private Advisor Group, LLC | 503 | $320.0K | 0.00% | −50−9.0% | Reduced |
| Davis Investment Partners, LLC | 500 | $321.3K | 0.15% | 00.0% | Unchanged |
| Ci Investments Inc. | 511 | $325.0K | 0.00% | −282−35.6% | Reduced |
| AE Wealth Management LLC | 519 | $330.2K | 0.00% | −6−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 537 | $341.9K | 0.01% | −29−5.1% | Reduced |
| GWM Advisors LLC | 571 | $363.1K | 0.00% | +496+661.3% | Added |
| Pictet Asset Management SA | 571 | $363.2K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 605 | $384.8K | 0.00% | +5+0.8% | Added |
| US Bancorp | 617 | $392.4K | 0.00% | −7−1.1% | Reduced |
| Captrust Financial Advisors | 629 | $400.1K | 0.00% | +7+1.1% | Added |
| Royal Bank of Canada | 657 | $418.0K | 0.00% | −209−24.1% | Reduced |
| Stock Yards Bank & Trust Co | 663 | $421.7K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 666 | $423.3K | 0.00% | −22−3.2% | Reduced |
| AIA Group Ltd | 674 | $428.7K | 0.02% | +674 | New |
| Strategic Blueprint, LLC | 677 | $430.6K | 0.04% | +677 | New |
| Xponance, Inc. | 681 | $433.1K | 0.01% | −75−9.9% | Reduced |
| Advisor Partners II, LLC | 687 | $436.9K | 0.02% | −1−0.1% | Reduced |
| Globeflex Capital L P | 725 | $461.1K | 0.05% | +361+99.2% | Added |
| WNY Asset Management, LLC | 728 | $463.1K | 0.10% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 733 | $466.0K | 0.00% | +100+15.8% | Added |
| Alliance Wealth Management Group | 7,918 | $476.8K | 0.15% | +35+0.4% | Added |
| Meritage Portfolio Management | 752 | $478.0K | 0.03% | +123+19.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 769 | $488.8K | 0.00% | +247+47.3% | Added |
| New York Life Investment Management LLC | 770 | $489.7K | 0.01% | −111−12.6% | Reduced |
| Pacer Advisors, Inc. | 800 | $508.8K | 0.00% | +800 | New |
| Towercrest Capital Management | 8,506 | $512.2K | 0.10% | +35+0.4% | Added |
| Raymond James & Associates | 809 | $514.8K | 0.00% | +1+0.1% | Added |
| Public Employees Retirement Association of Colorado | 809 | $515.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 846 | $538.1K | 0.06% | +846 | New |
| Tower Research Capital LLC (TRC) | 861 | $547.6K | 0.02% | +537+165.7% | Added |
| Janney Montgomery Scott LLC | 862 | $548.0K | 0.00% | −153−15.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 862 | $548.0K | 0.01% | +75+9.5% | Added |
| Bank of Montreal | 852 | $560.2K | 0.00% | −226−21.0% | Reduced |
| Synovus Financial Corp | 884 | $562.2K | 0.01% | −62−6.6% | Reduced |
| ProShare Advisors LLC | 891 | $566.7K | 0.00% | +64+7.7% | Added |
| New Mexico Educational Retirement Board | 900 | $572.0K | 0.03% | +100+12.5% | Added |
| Fort Pitt Capital Group, LLC | 900 | $572.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 929 | $591.3K | 0.00% | +25+2.8% | Added |
| CI Private Wealth, LLC | 951 | $604.9K | 0.00% | +951 | New |
| DuPont Capital Management Corp | 960 | $610.6K | 0.03% | −197−17.0% | Reduced |
| Independent Advisor Alliance | 960 | $610.7K | 0.03% | −15−1.5% | Reduced |
| James Investment Research Inc | 966 | $614.4K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 976 | $621.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 998 | $634.9K | 0.00% | −31−3.0% | Reduced |
| Quantbot Technologies LP | 1,020 | $648.7K | 0.04% | −477−31.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,023 | $650.6K | 0.02% | +2+0.2% | Added |
| HighTower Advisors, LLC | 1,031 | $657.0K | 0.00% | +58+6.0% | Added |
| Two Sigma Investments, LP | 1,092 | $694.5K | 0.00% | +1,092 | New |
| State of Michigan Retirement System | 1,100 | $699.6K | 0.00% | −100−8.3% | Reduced |
| Ritholtz Wealth Management | 1,122 | $713.8K | 0.03% | +251+28.8% | Added |
| Winton Group Ltd | 1,148 | $730.2K | 0.06% | −2,373−67.4% | Reduced |
| Pitcairn Co | 1,148 | $730.2K | 0.06% | −15−1.3% | Reduced |
| Thrivent Financial for Lutherans | 1,188 | $756.0K | 0.00% | −27−2.2% | Reduced |
| Bragg Financial Advisors, Inc | 1,241 | $789.3K | 0.04% | +463+59.5% | Added |
| Louisiana State Employees Retirement System | 1,300 | $826.8K | 0.02% | +100+8.3% | Added |
| Oregon Public Employees Retirement Fund | 1,331 | $846.5K | 0.01% | −23−1.7% | Reduced |
| Warther Private Wealth, LLC | 1,340 | $852.3K | 0.58% | −213−13.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,360 | $865.0K | 0.00% | +970+248.7% | Added |
| Atria Wealth Solutions, Inc. | 1,370 | $871.4K | 0.01% | +70+5.4% | Added |
| SEI Investments Co | 1,401 | $891.1K | 0.00% | +51+3.8% | Added |
| Arizona State Retirement System | 1,410 | $896.8K | 0.01% | −44−3.0% | Reduced |
| Massachusetts Financial Services Co | 1,436 | $913.3K | 0.00% | +69+5.0% | Added |
| Victory Capital Management Inc | 1,487 | $945.8K | 0.00% | +84+6.0% | Added |
| Gotham Asset Management, LLC | 1,502 | $955.3K | 0.02% | −280−15.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,544 | $982.0K | 0.04% | −19−1.2% | Reduced |
| Azzad Asset Management Inc | 1,571 | $999.3K | 0.13% | +27+1.7% | Added |
| Jane Street Group, LLC | 1,578 | $1.00M | 0.00% | +1,578 | New |
| South Dakota Investment Council | 1,618 | $1.03M | 0.02% | +618+61.8% | Added |
| Franklin Resources Inc | 1,706 | $1.09M | 0.00% | +40+2.4% | Added |
| Yousif Capital Management, LLC | 1,709 | $1.09M | 0.01% | −79−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,746 | $1.11M | 0.00% | +246+16.4% | Added |
| STRS Ohio | 1,800 | $1.14M | 0.00% | −100−5.3% | Reduced |
| Creative Planning | 1,913 | $1.22M | 0.00% | −28−1.4% | Reduced |
| Aurora Investment Counsel | 2,009 | $1.28M | 0.82% | +2,009 | New |
| O'Shaughnessy Asset Management, LLC | 2,062 | $1.31M | 0.02% | +335+19.4% | Added |
| Delphi Management Inc | 2,089 | $1.33M | 1.40% | +2,089 | New |
| Voloridge Investment Management, LLC | 2,102 | $1.34M | 0.01% | +2,102 | New |
| Engineers Gate Manager LP | 2,168 | $1.38M | 0.05% | +1,352+165.7% | Added |
| Cornercap Investment Counsel Inc | 2,170 | $1.38M | 0.24% | −489−18.4% | Reduced |
| Virginia Retirement Systems Et Al | 2,200 | $1.40M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,225 | $1.42M | 0.01% | +152+7.3% | Added |
| Deutsche Bank AG | 2,226 | $1.42M | 0.00% | −1,071−32.5% | Reduced |
| Jump Financial, LLC | 2,300 | $1.46M | 0.05% | −2,700−54.0% | Reduced |
| TD Asset Management Inc | 2,450 | $1.56M | 0.00% | −482−16.4% | Reduced |
| Trexquant Investment LP | 2,520 | $1.60M | 0.04% | +969+62.5% | Added |
| Millennium Management LLC | 2,539 | $1.61M | 0.00% | +756+42.4% | Added |
| New York State Common Retirement Fund | 2,547 | $1.62M | 0.00% | −571−18.3% | Reduced |
| Algert Global LLC | 2,597 | $1.65M | 0.07% | +1,520+141.1% | Added |
| Great West Life Assurance Co | 2,695 | $1.71M | 0.00% | −478−15.1% | Reduced |
| Virtus Investment Advisers, Inc. | 2,720 | $1.73M | 1.18% | 00.0% | Unchanged |
| AXA S.A. | 2,725 | $1.73M | 0.01% | −400−12.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,728 | $1.74M | 0.00% | −480−15.0% | Reduced |
| Twinbeech Capital LP | 2,806 | $1.78M | 0.04% | +2,125+312.0% | Added |
| Element Capital Management LLC | 2,988 | $1.90M | 0.13% | +2,988 | New |