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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 269 | $250.0K | 0.00% | −2,575−90.5% | Reduced |
| Metropolitan Life Insurance Co | 275 | $255.3K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 275 | $255.3K | 0.01% | +275 | New |
| Thoroughbred Financial Services, LLC | 280 | $259.0K | 0.02% | +280 | New |
| Mercer Global Advisors Inc | 281 | $261.0K | 0.00% | +281 | New |
| NDVR, Inc. | 282 | $261.8K | 0.31% | +282 | New |
| Linden Thomas Advisory Services, LLC | 285 | $264.6K | 0.05% | +285 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $268.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 293 | $272.0K | 0.00% | +293 | New |
| Watershed Asset Management, L.L.C. | 296 | $274.8K | 0.32% | −104−26.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 297 | $275.7K | 0.10% | +297 | New |
| Atticus Wealth Management, LLC | 300 | $278.5K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 300 | $278.5K | 0.06% | +300 | New |
| MAI Capital Management | 307 | $285.0K | 0.00% | +307 | New |
| Nisa Investment Advisors, LLC | 308 | $285.9K | 0.00% | +100+48.1% | Added |
| AE Wealth Management LLC | 343 | $289.2K | 0.00% | −159−31.7% | Reduced |
| Spears Abacus Advisors LLC | 322 | $298.9K | 0.02% | +1+0.3% | Added |
| Heritage Wealth Management, LLC | 330 | $306.5K | 0.17% | +330 | New |
| Envestnet Portfolio Solutions, Inc. | 331 | $307.4K | 0.00% | −15−4.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 343 | $318.8K | 0.01% | +343 | New |
| HBK Sorce Advisory LLC | 346 | $321.5K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 348 | $323.0K | 0.01% | +9+2.7% | Added |
| Alberta Investment Management Corp | 350 | $324.9K | 0.00% | +350 | New |
| Proficio Capital Partners LLC | 358 | $332.4K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 380 | $335.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 380 | $353.0K | 0.00% | +11+3.0% | Added |
| Wealthquest Corp | 6,041 | $356.0K | 0.04% | −54−0.9% | Reduced |
| Cubist Systematic Strategies, LLC | 390 | $362.1K | 0.00% | −5,740−93.6% | Reduced |
| Berkshire Asset Management LLC | 400 | $371.4K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 406 | $376.6K | 0.01% | +8+2.0% | Added |
| Jump Financial, LLC | 410 | $380.6K | 0.01% | +410 | New |
| CIBC Private Wealth Group, LLC | 410 | $380.7K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 410 | $381.0K | 0.20% | +91+28.5% | Added |
| EMC Capital Management | 411 | $382.0K | 0.26% | 00.0% | Unchanged |
| CWM Advisors, LLC | 413 | $383.4K | 0.04% | −67−14.0% | Reduced |
| Securian Asset Management, Inc | 420 | $389.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 420 | $390.2K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 426 | $395.5K | 0.00% | −200−31.9% | Reduced |
| Macroview Investment Management LLC | 433 | $402.0K | 0.48% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 438 | $406.6K | 0.00% | +3+0.7% | Added |
| Integrated Wealth Concepts LLC | 445 | $413.3K | 0.01% | +1+0.2% | Added |
| Synovus Financial Corp | 455 | $422.4K | 0.01% | −188−29.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 455 | $422.4K | 0.00% | −30−6.2% | Reduced |
| Lido Advisors, LLC | 465 | $431.4K | 0.00% | −171−26.9% | Reduced |
| Clearstead Advisors, LLC | 467 | $433.6K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 472 | $438.0K | 0.00% | +29+6.5% | Added |
| Alps Advisors Inc | 474 | $440.1K | 0.00% | −25−5.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 474 | $440.1K | 0.01% | +474 | New |
| DekaBank Deutsche Girozentrale | 488 | $453.0K | 0.00% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 500 | $458.0K | 0.22% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 498 | $462.3K | 0.05% | −12,734−96.2% | Reduced |
| Mendel Capital Management LLC | 500 | $464.2K | 0.33% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 7,918 | $466.6K | 0.15% | +7,918 | New |
| US Bancorp | 505 | $468.8K | 0.00% | +11+2.2% | Added |
| HRT Financial LP | 515 | $478.0K | 0.00% | +515 | New |
| National Bank of Canada | 517 | $482.8K | 0.00% | +6+1.2% | Added |
| Towercrest Capital Management | 8,569 | $505.0K | 0.09% | +63+0.7% | Added |
| Independence Bank of Kentucky | 550 | $510.6K | 0.18% | +550 | New |
| Cornercap Investment Counsel Inc | 551 | $511.5K | 0.08% | −1,586−74.2% | Reduced |
| Winton Group Ltd | 566 | $525.5K | 0.04% | −137−19.5% | Reduced |
| AIA Group Ltd | 572 | $531.0K | 0.02% | +19+3.4% | Added |
| JustInvest LLC | 572 | $531.1K | 0.01% | +98+20.7% | Added |
| KG&L Capital Management,LLC | 577 | $535.7K | 0.22% | +55+10.5% | Added |
| Strategic Blueprint, LLC | 590 | $547.8K | 0.05% | −28−4.5% | Reduced |
| Toroso Investments, LLC | 597 | $554.3K | 0.01% | −170−22.2% | Reduced |
| Vestcor Inc | 623 | $578.0K | 0.02% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 637 | $591.4K | 0.33% | −103−13.9% | Reduced |
| Occudo Quantitative Strategies LP | 646 | $599.7K | 0.08% | −483−42.8% | Reduced |
| Pictet Asset Management Holding SA | 647 | $600.7K | 0.00% | +76+13.3% | Added |
| New York Life Investment Management LLC | 648 | $601.6K | 0.01% | −16−2.4% | Reduced |
| Xponance, Inc. | 690 | $640.6K | 0.01% | +12+1.8% | Added |
| Guggenheim Capital LLC | 695 | $645.2K | 0.00% | +695 | New |
| Kathleen S. Wright Associates Inc. | 11,000 | $659.3K | 0.34% | 00.0% | Unchanged |
| Globeflex Capital L P | 725 | $673.1K | 0.07% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 734 | $681.6K | 0.12% | +6+0.8% | Added |
| Meritage Portfolio Management | 743 | $690.0K | 0.05% | +15+2.1% | Added |
| Private Advisor Group, LLC | 743 | $690.1K | 0.01% | +240+47.7% | Added |
| OneAscent Wealth Management LLC | 750 | $696.0K | 0.28% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 752 | $698.4K | 0.00% | −87−10.4% | Reduced |
| Kapitalo Investimentos Ltda | 768 | $713.0K | 0.15% | −1,262−62.2% | Reduced |
| Raymond James & Associates | 775 | $719.5K | 0.00% | −38−4.7% | Reduced |
| Pathstone Holdings, LLC | 786 | $729.7K | 0.00% | +786 | New |
| Scientech Research LLC | 790 | $733.4K | 0.73% | +790 | New |
| Aviva PLC | 797 | $739.9K | 0.00% | +797 | New |
| Captrust Financial Advisors | 804 | $746.6K | 0.00% | +162+25.2% | Added |
| Caitlin John, LLC | 830 | $771.0K | 0.63% | +830 | New |
| Bragg Financial Advisors, Inc | 870 | $807.7K | 0.04% | −123−12.4% | Reduced |
| Fort Pitt Capital Group, LLC | 900 | $835.6K | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 900 | $836.0K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 902 | $837.4K | 0.00% | +457+102.7% | Added |
| Mariner, LLC | 921 | $854.9K | 0.00% | +142+18.2% | Added |
| Independent Advisor Alliance | 932 | $865.5K | 0.03% | −44−4.5% | Reduced |
| Exchange Traded Concepts, LLC | 937 | $869.9K | 0.02% | +16+1.7% | Added |
| Vident Advisory, LLC | 948 | $880.1K | 0.02% | +948 | New |
| SEI Investments Co | 957 | $888.5K | 0.00% | −241−20.1% | Reduced |
| James Investment Research Inc | 966 | $896.8K | 0.11% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 967 | $898.1K | 0.00% | +222+29.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 976 | $906.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 959 | $915.8K | 0.00% | +160+20.0% | Added |
| Trust Point Inc. | 994 | $922.8K | 0.08% | +994 | New |