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, Q1 2024
Institutional positions in Coca-Cola Consolidated, Inc. as of Mar 31, 2024. 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
- 365
- +23 vs. Q4 2023
- Shares held
- 3.91M
- +38.2K (+1.0%) vs. Q4 2023
- Total value
- $3.28B
- −$278.5M (−7.8%) vs. Q4 2023
- New holders
- 53
- 118 more added
- Sold out
- 30
- 109 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 390 | $208.7K | 0.00% | −970−71.3% | Reduced |
| Commerce Bank | 249 | $210.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 248 | $211.2K | 0.01% | +77+45.0% | Added |
| Farmers Trust Co | 250 | $211.6K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 251 | $212.4K | 0.01% | −24−8.7% | Reduced |
| Mercer Global Advisors Inc | 253 | $215.0K | 0.00% | −28−10.0% | Reduced |
| Aviva PLC | 256 | $216.7K | 0.00% | −541−67.9% | Reduced |
| Foundations Investment Advisors, LLC | 257 | $217.5K | 0.01% | +3+1.2% | Added |
| Cerity Partners LLC | 258 | $218.1K | 0.00% | +258 | New |
| Quest Partners LLC | 262 | $221.8K | 0.04% | +229+693.9% | Added |
| Moneta Group Investment Advisors LLC | 263 | $222.3K | 0.00% | +1+0.4% | Added |
| Shakespeare Wealth Management, Inc. | 3,731 | $228.2K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 275 | $232.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 280 | $237.0K | 0.01% | +280 | New |
| Marex Group plc | 282 | $238.7K | 0.01% | +282 | New |
| Profund Advisors LLC | 288 | $243.8K | 0.01% | +20+7.5% | Added |
| FRG Family Wealth Advisors LLC | 300 | $247.8K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 293 | $248.0K | 0.00% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 297 | $251.4K | 0.03% | +297 | New |
| Atticus Wealth Management, LLC | 300 | $253.9K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 302 | $256.2K | 0.00% | −118−28.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $259.2K | 0.00% | 00.0% | Unchanged |
| NDVR, Inc. | 308 | $260.7K | 0.25% | +26+9.2% | Added |
| Measured Wealth Private Client Group, LLC | 316 | $267.5K | 0.09% | +19+6.4% | Added |
| Spears Abacus Advisors LLC | 322 | $272.5K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 336 | $284.4K | 0.03% | +336 | New |
| Mesirow Financial Investment Management, Inc. | 343 | $290.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 347 | $293.0K | 0.01% | −1−0.3% | Reduced |
| HBK Sorce Advisory LLC | 347 | $293.3K | 0.01% | +1+0.3% | Added |
| Two Sigma Securities, LLC | 349 | $295.4K | 0.01% | +349 | New |
| The PNC Financial Services Group, Inc. | 354 | $300.0K | 0.00% | −398−52.9% | Reduced |
| Proficio Capital Partners LLC | 358 | $303.0K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 376 | $318.3K | 0.06% | +376 | New |
| Berkshire Asset Management LLC | 401 | $339.0K | 0.02% | +1+0.3% | Added |
| CIBC Private Wealth Group, LLC | 410 | $342.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 405 | $343.0K | 0.00% | +136+50.6% | Added |
| Nisa Investment Advisors, LLC | 413 | $349.6K | 0.00% | +105+34.1% | Added |
| Alps Advisors Inc | 419 | $354.6K | 0.00% | −55−11.6% | Reduced |
| Securian Asset Management, Inc | 420 | $355.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 421 | $356.6K | 0.01% | −24−5.4% | Reduced |
| CWM Advisors, LLC | 426 | $360.6K | 0.04% | +13+3.1% | Added |
| Beacon Pointe Advisors, LLC | 426 | $360.7K | 0.00% | 00.0% | Unchanged |
| Wealthquest Corp | 5,977 | $365.7K | 0.04% | −64−1.1% | Reduced |
| Macroview Investment Management LLC | 433 | $366.5K | 0.41% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 435 | $368.2K | 0.08% | +435 | New |
| Buckingham Strategic Wealth, LLC | 438 | $370.7K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 454 | $384.2K | 0.00% | −11−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 455 | $385.1K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 457 | $386.8K | 0.01% | +2+0.4% | Added |
| JustInvest LLC | 463 | $391.9K | 0.01% | −109−19.1% | Reduced |
| Davis Investment Partners, LLC | 500 | $405.2K | 0.18% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 488 | $409.0K | 0.00% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 500 | $423.2K | 0.28% | 00.0% | Unchanged |
| US Bancorp | 510 | $431.7K | 0.00% | +5+1.0% | Added |
| Azzad Asset Management Inc | 519 | $439.5K | 0.05% | −601−53.7% | Reduced |
| EMC Capital Management | 521 | $441.0K | 0.26% | +110+26.8% | Added |
| Clearstead Advisors, LLC | 467 | $444.6K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 529 | $448.0K | 0.00% | −275−34.2% | Reduced |
| Verition Fund Management LLC | 543 | $459.6K | 0.00% | +543 | New |
| Cambridge Investment Research Advisors, Inc. | 546 | $462.0K | 0.00% | +74+15.7% | Added |
| Independence Bank of Kentucky | 550 | $465.5K | 0.14% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 551 | $466.4K | 0.07% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 570 | $482.0K | 0.18% | +160+39.0% | Added |
| National Bank of Canada | 508 | $482.7K | 0.00% | −9−1.7% | Reduced |
| Alliance Wealth Management Group | 7,918 | $484.4K | 0.14% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 596 | $504.5K | 0.04% | +6+1.0% | Added |
| Towercrest Capital Management | 8,569 | $524.3K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 623 | $527.0K | 0.02% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 632 | $534.9K | 0.24% | −5−0.8% | Reduced |
| Headlands Technologies LLC | 660 | $558.6K | 0.13% | +529+403.8% | Added |
| Xponance, Inc. | 678 | $573.9K | 0.01% | −12−1.7% | Reduced |
| KG&L Capital Management,LLC | 685 | $579.8K | 0.23% | +108+18.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 694 | $587.0K | 0.01% | +694 | New |
| Meritage Portfolio Management | 701 | $593.0K | 0.04% | −42−5.7% | Reduced |
| Winton Group Ltd | 711 | $601.8K | 0.04% | +145+25.6% | Added |
| Financial Engines Advisors L.L.C. | 712 | $602.8K | 0.00% | +712 | New |
| Globeflex Capital L P | 723 | $612.0K | 0.06% | −2−0.3% | Reduced |
| WNY Asset Management, LLC | 734 | $621.5K | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 740 | $626.3K | 0.01% | +143+24.0% | Added |
| Kathleen S. Wright Associates Inc. | 11,000 | $644.9K | 0.30% | 00.0% | Unchanged |
| Quantbot Technologies LP | 762 | $645.0K | 0.04% | −496−39.4% | Reduced |
| Trust Point Inc. | 776 | $656.8K | 0.05% | −218−21.9% | Reduced |
| Private Advisor Group, LLC | 782 | $662.0K | 0.00% | +39+5.2% | Added |
| Magnetar Financial LLC | 789 | $667.8K | 0.01% | +789 | New |
| Bragg Financial Advisors, Inc | 791 | $669.5K | 0.03% | −79−9.1% | Reduced |
| Omers Administration Corp | 800 | $677.1K | 0.01% | +800 | New |
| OneAscent Wealth Management LLC | 810 | $686.0K | 0.26% | +60+8.0% | Added |
| Pictet Asset Management Holding SA | 821 | $694.6K | 0.00% | +174+26.9% | Added |
| Exchange Traded Concepts, LLC | 832 | $704.2K | 0.02% | −105−11.2% | Reduced |
| Pitcairn Co | 836 | $707.6K | 0.05% | −230−21.6% | Reduced |
| Mariner, LLC | 836 | $707.8K | 0.00% | −85−9.2% | Reduced |
| Virtus Investment Advisers, Inc. | 849 | $718.6K | 0.51% | −1,540−64.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 852 | $721.0K | 0.08% | +852 | New |
| Caitlin John, LLC | 856 | $724.2K | 0.55% | +26+3.1% | Added |
| Royal Bank of Canada | 872 | $738.0K | 0.00% | −1,003−53.5% | Reduced |
| SEI Investments Co | 873 | $738.9K | 0.00% | −84−8.8% | Reduced |
| Fort Pitt Capital Group, LLC | 900 | $761.8K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 900 | $762.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 921 | $780.0K | 0.01% | −55−5.6% | Reduced |
| Baird Financial Group, Inc. | 939 | $794.8K | 0.00% | +37+4.1% | Added |