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.
| 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 2023
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 435 | $276.8K | 0.00% | +1+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 443 | $282.0K | 0.00% | +41+10.2% | Added |
| Integrated Wealth Concepts LLC | 444 | $282.5K | 0.00% | +3+0.7% | Added |
| Baird Financial Group, Inc. | 445 | $283.2K | 0.00% | +445 | New |
| Clearstead Advisors, LLC | 467 | $297.2K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 474 | $301.7K | 0.01% | +26+5.8% | Added |
| CWM Advisors, LLC | 480 | $305.4K | 0.04% | −12−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 485 | $308.6K | 0.00% | +31+6.8% | Added |
| US Bancorp | 494 | $314.3K | 0.00% | −123−19.9% | Reduced |
| DekaBank Deutsche Girozentrale | 488 | $315.0K | 0.00% | +488 | New |
| Davis Investment Partners, LLC | 500 | $316.1K | 0.17% | 00.0% | Unchanged |
| CSS LLC | 498 | $316.9K | 0.03% | −2−0.4% | Reduced |
| Alps Advisors Inc | 499 | $317.5K | 0.00% | −106−17.5% | Reduced |
| Mendel Capital Management LLC | 500 | $318.2K | 0.26% | 00.0% | Unchanged |
| AE Wealth Management LLC | 502 | $319.5K | 0.00% | −17−3.3% | Reduced |
| Private Advisor Group, LLC | 503 | $320.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 511 | $323.7K | 0.00% | +23+4.7% | Added |
| Walleye Capital LLC | 520 | $330.9K | 0.00% | −2,899−84.8% | Reduced |
| KG&L Capital Management,LLC | 522 | $332.2K | 0.16% | +113+27.6% | Added |
| Wealthquest Corp | 6,095 | $341.2K | 0.04% | +6,095 | New |
| AIA Group Ltd | 553 | $351.9K | 0.02% | −121−18.0% | Reduced |
| Seven Eight Capital, LP | 559 | $355.7K | 0.04% | +559 | New |
| Pictet Asset Management Holding SA | 571 | $363.3K | 0.00% | +571 | New |
| Pacer Advisors, Inc. | 577 | $367.2K | 0.00% | −223−27.9% | Reduced |
| Inceptionr LLC | 594 | $378.0K | 0.21% | +178+42.8% | Added |
| CI Private Wealth, LLC | 607 | $386.2K | 0.00% | −344−36.2% | Reduced |
| Strategic Blueprint, LLC | 618 | $393.2K | 0.04% | −59−8.7% | Reduced |
| Vestcor Inc | 623 | $396.0K | 0.01% | +623 | New |
| Beacon Pointe Advisors, LLC | 626 | $398.2K | 0.00% | +200+46.9% | Added |
| Lido Advisors, LLC | 636 | $404.6K | 0.00% | +206+47.9% | Added |
| Captrust Financial Advisors | 642 | $408.6K | 0.00% | +13+2.1% | Added |
| Synovus Financial Corp | 643 | $409.2K | 0.00% | −241−27.3% | Reduced |
| Stock Yards Bank & Trust Co | 663 | $421.9K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 664 | $422.5K | 0.00% | −106−13.8% | Reduced |
| Xponance, Inc. | 678 | $431.4K | 0.01% | −3−0.4% | Reduced |
| Advisor Partners II, LLC | 685 | $435.9K | 0.02% | −2−0.3% | Reduced |
| AXA S.A. | 700 | $445.4K | 0.00% | −2,025−74.3% | Reduced |
| Winton Group Ltd | 703 | $447.3K | 0.04% | −445−38.8% | Reduced |
| Tower Research Capital LLC (TRC) | 723 | $460.1K | 0.01% | −138−16.0% | Reduced |
| Globeflex Capital L P | 725 | $461.3K | 0.05% | 00.0% | Unchanged |
| Meritage Portfolio Management | 728 | $463.0K | 0.03% | −24−3.2% | Reduced |
| WNY Asset Management, LLC | 728 | $463.3K | 0.09% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 733 | $466.0K | 0.00% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 740 | $470.9K | 0.31% | −600−44.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 745 | $474.2K | 0.00% | −24−3.1% | Reduced |
| Towercrest Capital Management | 8,506 | $476.2K | 0.09% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 750 | $477.0K | 0.21% | +750 | New |
| Toroso Investments, LLC | 767 | $488.1K | 0.01% | +360+88.5% | Added |
| Mariner, LLC | 779 | $495.5K | 0.00% | +113+17.0% | Added |
| Trexquant Investment LP | 797 | $507.1K | 0.01% | −1,723−68.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 798 | $508.0K | 0.05% | +798 | New |
| Raymond James & Associates | 813 | $517.1K | 0.00% | +4+0.5% | Added |
| Quantbot Technologies LP | 827 | $526.2K | 0.04% | −193−18.9% | Reduced |
| The PNC Financial Services Group, Inc. | 839 | $534.1K | 0.00% | −159−15.9% | Reduced |
| Bank of Montreal | 799 | $538.8K | 0.00% | −53−6.2% | Reduced |
| Royal Bank of Canada | 849 | $540.0K | 0.00% | +192+29.2% | Added |
| ProShare Advisors LLC | 873 | $555.5K | 0.00% | −18−2.0% | Reduced |
| Engineers Gate Manager LP | 886 | $563.8K | 0.02% | −1,282−59.1% | Reduced |
| Fort Pitt Capital Group, LLC | 900 | $572.7K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 900 | $573.0K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 915 | $582.2K | 0.00% | −1,187−56.5% | Reduced |
| Exchange Traded Concepts, LLC | 921 | $586.1K | 0.02% | +921 | New |
| Kathleen S. Wright Associates Inc. | 11,000 | $592.4K | 0.33% | +11,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 949 | $603.9K | 0.00% | −1,276−57.3% | Reduced |
| James Investment Research Inc | 966 | $614.7K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 976 | $621.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 976 | $621.2K | 0.03% | +16+1.7% | Added |
| Bragg Financial Advisors, Inc | 993 | $631.9K | 0.03% | −248−20.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,039 | $661.1K | 0.02% | +16+1.6% | Added |
| Pitcairn Co | 1,086 | $691.0K | 0.06% | −62−5.4% | Reduced |
| Nebula Research & Development LLC | 1,090 | $693.6K | 0.37% | +1,090 | New |
| State of Michigan Retirement System | 1,100 | $700.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,106 | $703.8K | 0.00% | +1,106 | New |
| Azzad Asset Management Inc | 1,108 | $705.0K | 0.10% | −463−29.5% | Reduced |
| Occudo Quantitative Strategies LP | 1,129 | $718.4K | 0.09% | +283+33.5% | Added |
| Thrivent Financial for Lutherans | 1,174 | $747.0K | 0.00% | −14−1.2% | Reduced |
| Janney Montgomery Scott LLC | 1,173 | $747.0K | 0.00% | +311+36.1% | Added |
| Stifel Financial Corp | 1,189 | $756.7K | 0.00% | +1,189 | New |
| SEI Investments Co | 1,198 | $762.3K | 0.00% | −203−14.5% | Reduced |
| Chilton Investment Co LLC | 1,200 | $763.6K | 0.02% | +1,200 | New |
| Edgestream Partners, L.P. | 1,215 | $773.1K | 0.06% | +1,215 | New |
| Ontario Teachers Pension Plan Board | 1,269 | $807.5K | 0.01% | +1,269 | New |
| HighTower Advisors, LLC | 1,259 | $815.0K | 0.00% | +228+22.1% | Added |
| Louisiana State Employees Retirement System | 1,300 | $827.2K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,316 | $837.4K | 0.01% | −15−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,360 | $865.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,422 | $904.8K | 0.00% | +1,422 | New |
| Arizona State Retirement System | 1,429 | $909.3K | 0.01% | +19+1.3% | Added |
| ExodusPoint Capital Management, LP | 1,431 | $911.0K | 0.01% | +1,431 | New |
| Massachusetts Financial Services Co | 1,444 | $918.8K | 0.00% | +8+0.6% | Added |
| Franklin Resources Inc | 1,454 | $925.2K | 0.00% | −252−14.8% | Reduced |
| Atria Wealth Solutions, Inc. | 1,481 | $942.6K | 0.01% | +111+8.1% | Added |
| South Dakota Investment Council | 1,518 | $966.0K | 0.02% | −100−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,526 | $971.0K | 0.04% | −18−1.2% | Reduced |
| Comerica Bank | 1,540 | $979.5K | 0.01% | +1,540 | New |
| Ritholtz Wealth Management | 1,602 | $1.02M | 0.05% | +480+42.8% | Added |
| Teachers Retirement System of the State of Kentucky | 1,620 | $1.03M | 0.01% | +758+87.9% | Added |
| Yousif Capital Management, LLC | 1,649 | $1.05M | 0.01% | −60−3.5% | Reduced |
| Victory Capital Management Inc | 1,685 | $1.07M | 0.00% | +198+13.3% | Added |
| Advisor Group Holdings, Inc. | 1,734 | $1.10M | 0.00% | +805+86.7% | Added |