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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 941 | $796.1K | 0.03% | +9+1.0% | Added |
| Pullen Investment Management, LLC | 946 | $800.1K | 0.68% | +946 | New |
| Pathstone Holdings, LLC | 965 | $816.8K | 0.00% | +179+22.8% | Added |
| James Investment Research Inc | 966 | $817.6K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 979 | $831.0K | 0.00% | −288−22.7% | Reduced |
| CWA Asset Management Group, LLC | 1,031 | $872.6K | 0.05% | +1,031 | New |
| Handelsbanken Fonder AB | 1,033 | $874.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,037 | $877.7K | 0.01% | +3+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,045 | $884.5K | 0.02% | +3+0.3% | Added |
| Bank of Montreal | 1,010 | $888.9K | 0.00% | +51+5.3% | Added |
| Virtu Financial LLC | 1,052 | $890.0K | 0.07% | +1,052 | New |
| Versor Investments LP | 1,065 | $901.4K | 0.18% | +1,065 | New |
| ProShare Advisors LLC | 1,087 | $920.0K | 0.00% | +51+4.9% | Added |
| Cetera Investment Advisers | 1,091 | $923.7K | 0.00% | +711+187.1% | Added |
| Kapitalo Investimentos Ltda | 1,096 | $927.7K | 0.20% | +328+42.7% | Added |
| Advisor Group Holdings, Inc. | 1,103 | $933.6K | 0.00% | +51+4.8% | Added |
| Oregon Public Employees Retirement Fund | 1,134 | $959.8K | 0.02% | −189−14.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,150 | $973.4K | 0.00% | +10+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,161 | $982.4K | 0.00% | +194+20.1% | Added |
| Thrivent Financial for Lutherans | 1,174 | $994.0K | 0.00% | +3+0.3% | Added |
| State of Michigan Retirement System | 1,200 | $1.02M | 0.01% | +100+9.1% | Added |
| Nebula Research & Development LLC | 1,227 | $1.04M | 0.22% | +1,227 | New |
| Engineers Gate Manager LP | 1,285 | $1.09M | 0.03% | +1,285 | New |
| Louisiana State Employees Retirement System | 1,300 | $1.10M | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,313 | $1.11M | 0.02% | +365+38.5% | Added |
| Comerica Bank | 1,402 | $1.19M | 0.01% | −152−9.8% | Reduced |
| Stifel Financial Corp | 1,397 | $1.19M | 0.00% | +51+3.8% | Added |
| South Dakota Investment Council | 1,418 | $1.20M | 0.02% | −100−6.6% | Reduced |
| Atria Wealth Solutions, Inc. | 1,463 | $1.24M | 0.01% | −49−3.2% | Reduced |
| Jane Street Group, LLC | 1,475 | $1.25M | 0.00% | −4,076−73.4% | Reduced |
| Arizona State Retirement System | 1,495 | $1.27M | 0.01% | +91+6.5% | Added |
| STRS Ohio | 1,500 | $1.27M | 0.01% | −100−6.3% | Reduced |
| Alberta Investment Management Corp | 1,500 | $1.27M | 0.01% | +1,150+328.6% | Added |
| Ameritas Investment Partners, Inc. | 1,518 | $1.28M | 0.04% | −14−0.9% | Reduced |
| Assetmark, Inc | 1,560 | $1.32M | 0.00% | +131+9.2% | Added |
| Flynn Zito Capital Management, LLC | 1,569 | $1.33M | 0.69% | +1,569 | New |
| Dark Forest Capital Management LP | 1,572 | $1.33M | 0.23% | +1,572 | New |
| CI Private Wealth, LLC | 1,582 | $1.34M | 0.00% | +379+31.5% | Added |
| Yousif Capital Management, LLC | 1,608 | $1.36M | 0.02% | −86−5.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,620 | $1.37M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,622 | $1.37M | 0.01% | +1,622 | New |
| Pacer Advisors, Inc. | 1,625 | $1.38M | 0.00% | +465+40.1% | Added |
| Commonwealth Equity Services, LLC | 1,639 | $1.39M | 0.00% | −116−6.6% | Reduced |
| Delphi Management Inc | 1,684 | $1.43M | 1.11% | −390−18.8% | Reduced |
| Quinn Opportunity Partners LLC | 1,698 | $1.44M | 0.16% | +1,200+241.0% | Added |
| Aurora Investment Counsel | 1,709 | $1.45M | 0.83% | −360−17.4% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,832 | $1.55M | 1.44% | +308+20.2% | Added |
| Harvest Investment Services, LLC | 1,842 | $1.56M | 0.63% | +1,842 | New |
| Creative Planning | 2,120 | $1.79M | 0.00% | +12+0.6% | Added |
| New York State Common Retirement Fund | 2,125 | $1.80M | 0.00% | −372−14.9% | Reduced |
| Janney Montgomery Scott LLC | 2,145 | $1.82M | 0.01% | −181−7.8% | Reduced |
| Gotham Asset Management, LLC | 2,213 | $1.87M | 0.03% | −186−7.8% | Reduced |
| Susquehanna International Group, LLP | 2,250 | $1.90M | 0.00% | −1,966−46.6% | Reduced |
| GWM Advisors LLC | 2,271 | $1.92M | 0.02% | +5+0.2% | Added |
| Los Angeles Capital Management LLC | 2,339 | $1.98M | 0.01% | −5−0.2% | Reduced |
| Amalgamated Bank | 2,458 | $2.08M | 0.02% | −500−16.9% | Reduced |
| State of Tennessee, Treasury Department | 2,522 | $2.13M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,635 | $2.23M | 0.00% | +120+4.8% | Added |
| Ritholtz Wealth Management | 2,726 | $2.31M | 0.08% | +300+12.4% | Added |
| Johnson Investment Counsel Inc | 2,746 | $2.32M | 0.03% | −485−15.0% | Reduced |
| Guggenheim Capital LLC | 2,784 | $2.36M | 0.02% | +2,089+300.6% | Added |
| Great West Life Assurance Co | 2,851 | $2.41M | 0.00% | +28+1.0% | Added |
| ClariVest Asset Management LLC | 2,887 | $2.44M | 0.25% | −535−15.6% | Reduced |
| Martingale Asset Management L P | 2,949 | $2.50M | 0.05% | −120−3.9% | Reduced |
| Envestnet Asset Management Inc | 2,957 | $2.50M | 0.00% | −1,946−39.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,023 | $2.56M | 0.05% | +1,657+121.3% | Added |
| Chilton Investment Co LLC | 3,184 | $2.69M | 0.07% | +1,384+76.9% | Added |
| Massachusetts Financial Services Co | 3,320 | $2.81M | 0.00% | +1,851+126.0% | Added |
| Brandywine Global Investment Management, LLC | 3,455 | $2.92M | 0.02% | +1,025+42.2% | Added |
| Privium Fund Management (UK) Ltd | 3,559 | $2.98M | 1.48% | +476+15.4% | Added |
| Illinois Municipal Retirement Fund | 3,543 | $3.00M | 0.05% | −343−8.8% | Reduced |
| Paralel Advisors LLC | 3,575 | $3.03M | 0.14% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,620 | $3.06M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 3,671 | $3.11M | 0.00% | +2,896+373.7% | Added |
| State of Alaska, Department of Revenue | 3,793 | $3.21M | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 3,861 | $3.27M | 0.94% | +23+0.6% | Added |
| LPL Financial LLC | 3,971 | $3.36M | 0.00% | −41−1.0% | Reduced |
| Texas Permanent School Fund | 4,102 | $3.47M | 0.03% | +53+1.3% | Added |
| Ontario Teachers Pension Plan Board | 4,160 | $3.52M | 0.03% | −854−17.0% | Reduced |
| Wells Fargo & Company | 4,206 | $3.56M | 0.00% | −1,151−21.5% | Reduced |
| Victory Capital Management Inc | 4,244 | $3.59M | 0.00% | +817+23.8% | Added |
| Franklin Resources Inc | 4,275 | $3.62M | 0.00% | +2,804+190.6% | Added |
| Gratus Capital LLC | 4,319 | $3.66M | 0.17% | 00.0% | Unchanged |
| Algert Global LLC | 4,393 | $3.72M | 0.15% | +414+10.4% | Added |
| Edgestream Partners, L.P. | 4,892 | $4.14M | 0.21% | +4,892 | New |
| MetLife Investment Management | 4,920 | $4.16M | 0.03% | −149−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,982 | $4.22M | 0.05% | +583+13.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,000 | $4.23M | 0.01% | +3,000+150.0% | Added |
| UBS Asset Management Americas Inc | 5,036 | $4.26M | 0.00% | +19+0.4% | Added |
| Wellington Management Group LLP | 5,082 | $4.30M | 0.00% | −1,491−22.7% | Reduced |
| Navellier & Associates Inc | 5,152 | $4.36M | 0.54% | +251+5.1% | Added |
| Teacher Retirement System of Texas | 5,164 | $4.37M | 0.03% | +2,745+113.5% | Added |
| California State Teachers Retirement System | 5,381 | $4.55M | 0.01% | +111+2.1% | Added |
| Manufacturers Life Insurance Company, The | 6,076 | $5.14M | 0.00% | +347+6.1% | Added |
| BNP Paribas Arbitrage, SA | 6,366 | $5.39M | 0.01% | +1,380+27.7% | Added |
| Credit Suisse AG | 6,726 | $5.69M | 0.01% | +340+5.3% | Added |
| Ameriprise Financial Inc | 6,813 | $5.77M | 0.00% | +379+5.9% | Added |
| Foundry Partners, LLC | 6,850 | $5.80M | 0.31% | −2,332−25.4% | Reduced |
| Nicola Wealth Management Ltd. | 5,060 | $5.80M | 0.56% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,926 | $5.86M | 0.02% | −11,605−62.6% | Reduced |