Skip to main content

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 2023

Institutional positions in Coca-Cola Consolidated, Inc. as of Dec 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
348
+39 vs. Q3 2023
Shares held
3.88M
+115.6K (+3.1%) vs. Q3 2023
Total value
$3.57B
+$1.17B (+48.7%) vs. Q3 2023
New holders
69
97 more added
Sold out
30
106 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 348 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 heldQ4 2023: $3.57B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q3 2023.

Institutions holding COKE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC1$9090.00%00.0%Unchanged
Horizon Investments, LLC1$9110.00%00.0%Unchanged
Coppell Advisory Solutions LLC1$9280.00%+1New
Proequities, Inc.2$1.86K0.00%−1−33.3%Reduced
Farmers & Merchants Investments Inc2$1.86K0.00%00.0%Unchanged
AdvisorNet Financial, Inc2$1.86K0.00%00.0%Unchanged
Allworth Financial LP2$1.86K0.00%+2New
Denali Advisors LLC3$2.79K0.00%00.0%Unchanged
Tidemark, LLC3$2.79K0.00%+3New
SJS Investment Consulting Inc.3$2.79K0.00%00.0%Unchanged
Pittenger & Anderson Inc3$2.79K0.00%+3New
American Capital Advisory, LLC3$2.79K0.00%+3New
GoalVest Advisory LLC4$3.71K0.00%−11−73.3%Reduced
Hexagon Capital Partners LLC4$3.71K0.00%00.0%Unchanged
Salem Investment Counselors Inc5$4.64K0.00%00.0%Unchanged
Baystate Wealth Management LLC5$4.65K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.8$5.00K0.00%−52−86.7%Reduced
Coston, McIsaac & Partners6$5.00K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6$5.54K0.00%00.0%Unchanged
Massmutual Trust Co FSB6$5.57K0.00%−1−14.3%Reduced
Bell Investment Advisors, Inc6$5.57K0.00%−1−14.3%Reduced
Frazier Financial Advisors, LLC6$5.57K0.00%+6New
JFS Wealth Advisors, LLC7$6.50K0.00%00.0%Unchanged
Fortitude Family Office, LLC7$6.50K0.00%+7New
Private Wealth Management Group, LLC7$6.50K0.00%+7New
Riggs Asset Managment Co. Inc.8$6.99K0.00%00.0%Unchanged
GAMMA Investing LLC10$8.61K0.00%+10New
ICA Group Wealth Management, LLC10$9.28K0.00%+10New
Bessemer Group Inc10$10.0K0.00%−49,579−100.0%Reduced
M&R Capital Management Inc12$11.1K0.00%−2−14.3%Reduced
Private Trust Co NA12$11.1K0.00%00.0%Unchanged
Eagle Bay Advisors LLC12$11.1K0.01%+12New
Gradient Investments LLC14$13.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$14.9K0.00%00.0%Unchanged
LGT Financial Advisors LLC16$14.9K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC17$15.8K0.01%+17New
Salomon & Ludwin, LLC25$15.9K0.00%00.0%Unchanged
Financial Perspectives, Inc18$16.5K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC20$18.6K0.01%00.0%Unchanged
Lindbrook Capital, LLC20$18.6K0.00%00.0%Unchanged
Silicon Valley Capital Partners20$18.6K0.00%+20New
Spire Wealth Management22$18.9K0.00%−15−40.5%Reduced
Versant Capital Management, Inc21$19.5K0.01%−1−4.5%Reduced
Tradition Wealth Management, LLC23$22.0K0.00%00.0%Unchanged
Harbour Investments, Inc.25$23.2K0.00%00.0%Unchanged
Beacon Capital Management, LLC40$25.5K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO30$27.9K0.01%00.0%Unchanged
Sound Income Strategies, LLC30$27.9K0.00%00.0%Unchanged
Quest Partners LLC33$30.6K0.01%+33New
Eukles Asset Management34$31.6K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC34$31.6K0.00%+10+41.7%Added
Parallel Advisors, LLC36$33.4K0.00%+11+44.0%Added
Advisors Asset Management, Inc.40$37.1K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.40$37.1K0.01%+40New
Hollencrest Capital Management42$39.0K0.00%00.0%Unchanged
Quent Capital, LLC43$39.9K0.01%00.0%Unchanged
Nemes Rush Group LLC46$42.2K0.01%+1+2.2%Added
Public Employees Retirement System of Ohio47$43.6K0.00%−2−4.1%Reduced
Newbridge Financial Services Group, Inc.50$46.4K0.02%−30−37.5%Reduced
HM Payson & Co50$46.4K0.00%00.0%Unchanged
Ci Investments Inc.59$55.0K0.00%−3−4.8%Reduced
First Command Advisory Services, Inc.60$55.7K0.00%00.0%Unchanged
Fifth Third Bancorp64$59.4K0.00%−7−9.9%Reduced
CWM, LLC66$61.0K0.00%+12+22.2%Added
Umb Bank N A70$65.0K0.00%−41−36.9%Reduced
Quadrant Capital Group LLC70$65.0K0.01%−1−1.4%Reduced
Signaturefd, LLC72$66.8K0.00%00.0%Unchanged
First Horizon Advisors, Inc.73$67.8K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC74$68.7K0.14%+74New
Sunbelt Securities, Inc.94$87.3K0.01%+20+27.0%Added
KBC Group NV97$90.0K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A100$92.8K0.04%+100New
Principal Securities, Inc.105$97.5K0.00%+105New
Advisory Services Network, LLC119$110.5K0.00%+119New
Geneos Wealth Management Inc.122$113.3K0.01%−5−3.9%Reduced
Mendota Financial Group, LLC123$114.2K0.09%00.0%Unchanged
Caldwell Trust Co125$116.0K0.01%00.0%Unchanged
Headlands Technologies LLC131$121.6K0.04%+131New
Investors Research Corp140$130.0K0.03%00.0%Unchanged
Glassman Wealth Services154$143.2K0.02%00.0%Unchanged
Covestor Ltd159$148.0K0.10%+27+20.5%Added
Tower Research Capital LLC (TRC)168$156.0K0.00%−555−76.8%Reduced
IFP Advisors, Inc171$158.8K0.01%+160+1,454.5%Added
Larson Financial Group LLC175$162.1K0.01%−2−1.1%Reduced
TD Waterhouse Canada Inc.150$183.4K0.00%00.0%Unchanged
Whittier Trust Co200$185.7K0.00%00.0%Unchanged
Great Lakes Advisors, LLC217$201.5K0.00%+217New
Virtus Fund Advisers, LLC218$202.4K1.26%−20−8.4%Reduced
Accel Wealth Management218$202.4K0.10%+218New
Patten & Patten Inc221$204.9K0.02%+221New
Coyle Financial Counsel LLC228$211.2K0.08%+228New
Plato Investment Management Ltd228$211.7K0.26%+228New
CAPROCK Group, Inc.233$216.3K0.01%+233New
Shakespeare Wealth Management, Inc.3,731$219.8K0.07%+3,731New
Foundations Investment Advisors, LLC254$228.3K0.01%+254New
Commerce Bank249$231.2K0.00%+249New
Farmers Trust Co250$232.1K0.05%+250New
Moneta Group Investment Advisors LLC262$242.8K0.00%+262New
Kestra Advisory Services, LLC264$245.0K0.00%+264New
Profund Advisors LLC268$248.8K0.01%+268New