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ZHEN

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 2023

Institutional positions in Coca-Cola Consolidated, Inc. as of Sep 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
313
+22 vs. Q2 2023
Shares held
3.78M
+12.9K (+0.3%) vs. Q2 2023
Total value
$2.41B
+$18.6M (+0.8%) vs. Q2 2023
New holders
37
100 more added
Sold out
15
98 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 313 institutions
Q1 2021: 202 institutionsQ2 2021: 225 institutionsQ3 2021: 238 institutionsQ4 2021: 272 institutionsQ1 2022: 268 institutionsQ2 2022: 282 institutionsQ3 2022: 277 institutionsQ4 2022: 277 institutionsQ1 2023: 284 institutionsQ2 2023: 293 institutionsQ3 2023: 313 institutionsQ4 2023: 348 institutionsQ1 2024: 365 institutionsQ2 2024: 415 institutionsQ3 2024: 457 institutionsQ4 2024: 467 institutionsQ1 2025: 467 institutionsQ2 2025: 470 institutionsQ3 2025: 457 institutionsQ4 2025: 532 institutionsQ1 2026: 587 institutionsQ2 2026: 612 institutions
Value heldQ3 2023: $2.41B
Q1 2021: $1.02BQ2 2021: $1.42BQ3 2021: $1.38BQ4 2021: $2.13BQ1 2022: $1.74BQ2 2022: $2.00BQ3 2022: $1.42BQ4 2022: $1.80BQ1 2023: $1.93BQ2 2023: $2.40BQ3 2023: $2.41BQ4 2023: $3.57BQ1 2024: $3.28BQ2 2024: $4.25BQ3 2024: $5.04BQ4 2024: $4.82BQ1 2025: $5.22BQ2 2025: $4.33BQ3 2025: $4.19BQ4 2025: $5.77BQ1 2026: $7.09BQ2 2026: $7.81B
Institutions holding COKE and their total value by quarter
QuarterHoldersValue
Q2 2026612$7.81B
Q1 2026587$7.09B
Q4 2025532$5.77B
Q3 2025457$4.19B
Q2 2025470$4.33B
Q1 2025467$5.22B
Q4 2024467$4.82B
Q3 2024457$5.04B
Q2 2024415$4.25B
Q1 2024365$3.28B
Q4 2023348$3.57B
Q3 2023313$2.41B
Q2 2023293$2.40B
Q1 2023284$1.93B
Q4 2022277$1.80B
Q3 2022277$1.42B
Q2 2022282$2.00B
Q1 2022268$1.74B
Q4 2021272$2.13B
Q3 2021238$1.38B
Q2 2021225$1.42B
Q1 2021202$1.02B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q2 2023.

Institutions holding COKE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%+1New
Concord Wealth Partners0$2500.00%0Unchanged
Horizon Investments, LLC1$6360.00%00.0%Unchanged
Global Retirement Partners, LLC1$6450.00%−2−66.7%Reduced
Strengthening Families & Communities, LLC1$1.00K0.00%+1New
Farmers & Merchants Investments Inc2$1.27K0.00%00.0%Unchanged
AdvisorNet Financial, Inc2$1.27K0.00%00.0%Unchanged
Proequities, Inc.3$1.91K0.00%00.0%Unchanged
Fisher Asset Management, LLC3$1.91K0.00%+3New
Denali Advisors LLC3$1.91K0.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1.91K0.00%00.0%Unchanged
Hexagon Capital Partners LLC4$2.54K0.00%00.0%Unchanged
Coston, McIsaac & Partners6$3.00K0.00%00.0%Unchanged
Steward Financial Group LLC6$3.00K0.00%+6New
Salem Investment Counselors Inc5$3.18K0.00%00.0%Unchanged
Baystate Wealth Management LLC5$3.18K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6$3.82K0.00%+6New
Massmutual Trust Co FSB7$4.45K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$4.46K0.00%00.0%Unchanged
Bell Investment Advisors, Inc7$4.46K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.8$4.79K0.00%00.0%Unchanged
Huntington National Bank11$7.00K0.00%00.0%Unchanged
IFP Advisors, Inc11$7.00K0.00%−2−15.4%Reduced
Private Trust Co NA12$7.64K0.00%00.0%Unchanged
Creative Financial Designs Inc13$8.27K0.00%00.0%Unchanged
Gradient Investments LLC14$8.91K0.00%00.0%Unchanged
M&R Capital Management Inc14$8.91K0.00%+10+250.0%Added
GoalVest Advisory LLC15$9.54K0.00%+5+50.0%Added
Brown Brothers Harriman & Co16$10.2K0.00%00.0%Unchanged
LGT Financial Advisors LLC16$10.2K0.01%+16New
Financial Perspectives, Inc18$11.3K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC20$12.7K0.01%00.0%Unchanged
Lindbrook Capital, LLC20$12.7K0.00%00.0%Unchanged
Versant Capital Management, Inc22$14.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC23$15.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC24$15.3K0.00%−9−27.3%Reduced
Harbour Investments, Inc.25$15.9K0.00%00.0%Unchanged
Parallel Advisors, LLC25$15.9K0.00%+2+8.7%Added
Salomon & Ludwin, LLC25$15.9K0.00%+25New
Sound Income Strategies, LLC30$19.1K0.00%−5−14.3%Reduced
Indiana Trust & Investment Management CO30$19.1K0.01%+30New
Milestone Investment Advisors LLC31$19.7K0.01%+31New
Eukles Asset Management34$21.6K0.01%00.0%Unchanged
Spire Wealth Management37$23.5K0.00%−36−49.3%Reduced
Beacon Capital Management, LLC40$25.4K0.01%00.0%Unchanged
Advisors Asset Management, Inc.40$25.5K0.00%+8+25.0%Added
Hollencrest Capital Management42$26.7K0.00%00.0%Unchanged
Quent Capital, LLC43$27.4K0.00%00.0%Unchanged
Nemes Rush Group LLC45$28.9K0.01%00.0%Unchanged
Public Employees Retirement System of Ohio49$31.0K0.00%−1−2.0%Reduced
HM Payson & Co50$31.8K0.00%00.0%Unchanged
CWM, LLC54$34.0K0.00%−7−11.5%Reduced
Ronald Blue Trust, Inc.60$38.0K0.00%00.0%Unchanged
First Command Advisory Services, Inc.60$38.2K0.00%+60New
Ci Investments Inc.62$39.0K0.00%−449−87.9%Reduced
Quadrant Capital Group LLC71$45.2K0.00%+1+1.4%Added
Fifth Third Bancorp71$45.2K0.00%+44+163.0%Added
Signaturefd, LLC72$45.8K0.00%−3−4.0%Reduced
First Horizon Advisors, Inc.73$46.5K0.00%−15−17.0%Reduced
Sunbelt Securities, Inc.74$47.1K0.01%+37+100.0%Added
Newbridge Financial Services Group, Inc.80$50.9K0.03%−33−29.2%Reduced
Colonial Trust Co92$58.5K0.01%+92New
KBC Group NV97$62.0K0.00%+97New
Umb Bank N A111$70.6K0.00%−6−5.1%Reduced
Mendota Financial Group, LLC123$78.3K0.08%00.0%Unchanged
Caldwell Trust Co125$79.5K0.01%00.0%Unchanged
Geneos Wealth Management Inc.127$80.8K0.00%00.0%Unchanged
Covestor Ltd132$85.0K0.06%+38+40.4%Added
Investors Research Corp140$89.1K0.02%00.0%Unchanged
Glassman Wealth Services154$98.0K0.02%00.0%Unchanged
Larson Financial Group LLC177$112.4K0.01%+101+132.9%Added
Whittier Trust Co200$127.3K0.00%00.0%Unchanged
State of Tennessee, Treasury Department205$130.4K0.00%−168−45.0%Reduced
TD Waterhouse Canada Inc.150$130.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC208$132.4K0.00%00.0%Unchanged
Virtus Fund Advisers, LLC238$151.4K1.07%00.0%Unchanged
Metropolitan Life Insurance Co275$175.0K0.01%+14+5.4%Added
Atticus Wealth Management, LLC300$190.9K0.07%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP312$200.7K0.00%00.0%Unchanged
Pathstone Family Office, LLC319$203.0K0.00%+319New
Convergence Investment Partners, LLC319$203.0K0.12%+319New
Spears Abacus Advisors LLC321$204.3K0.02%00.0%Unchanged
Bailard, Inc.346$220.2K0.01%−154−30.8%Reduced
Envestnet Portfolio Solutions, Inc.346$220.3K0.00%+346New
HBK Sorce Advisory LLC346$220.3K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.339$223.0K0.01%+3+0.9%Added
Proficio Capital Partners LLC358$227.8K0.03%00.0%Unchanged
Aquatic Capital Management LLC360$229.0K0.01%+60+20.0%Added
Cetera Investment Advisers369$234.9K0.00%−3−0.8%Reduced
Harvest Fund Management Co., Ltd380$241.0K0.04%+65+20.6%Added
Cetera Advisors LLC398$253.6K0.00%+398New
Berkshire Asset Management LLC400$254.5K0.02%00.0%Unchanged
Templeton & Phillips Capital Management, LLC400$254.5K0.27%00.0%Unchanged
Watershed Asset Management, L.L.C.400$254.5K0.30%+36+9.9%Added
CIBC Private Wealth Group, LLC410$260.9K0.00%+410New
EMC Capital Management411$262.0K0.19%00.0%Unchanged
Securian Asset Management, Inc420$267.3K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.420$267.3K0.01%−117−21.8%Reduced
Jane Street Group, LLC425$270.4K0.00%−1,153−73.1%Reduced
Macroview Investment Management LLC433$275.5K0.37%00.0%Unchanged