Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in Coca-Cola Consolidated, Inc. as of Jun 30, 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
415
+53 vs. Q1 2024
Shares held
3.97M
+62.4K (+1.6%) vs. Q1 2024
Total value
$4.25B
+$977.5M (+29.8%) vs. Q1 2024
New holders
102
98 more added
Sold out
49
124 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 415 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 heldQ2 2024: $4.25B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q1 2024.

Institutions holding COKE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.3$00.00%+3New
Carolinas Wealth Consulting LLC1$5300.00%00.0%Unchanged
Hobbs Group Advisors, LLC1$6470.00%+1New
Montag A & Associates Inc1$6970.00%00.0%Unchanged
Strengthening Families & Communities, LLC1$1.00K0.00%+1New
WR Wealth Planners, LLC1$1.08K0.00%−2−66.7%Reduced
Valued Wealth Advisors LLC1$1.08K0.00%00.0%Unchanged
Global Retirement Partners, LLC1$1.08K0.00%00.0%Unchanged
CVA Family Office, LLC1$1.08K0.00%+1New
Coppell Advisory Solutions LLC1$1.08K0.00%+1New
Horizon Investments, LLC2$2.17K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc2$2.17K0.00%00.0%Unchanged
Rothschild Investment LLC2$2.17K0.00%+2New
J.Safra Asset Management Corp2$2.17K0.00%+2New
Redwood Wealth Management Group, LLC2$2.17K0.00%+2New
Mather Group, LLC.3$2.54K0.00%+1+50.0%Added
American Capital Advisory, LLC3$2.79K0.00%00.0%Unchanged
Hexagon Capital Partners LLC3$3.25K0.00%−1−25.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$3.25K0.00%−1−25.0%Reduced
SJS Investment Consulting Inc.3$3.25K0.00%00.0%Unchanged
First Financial Corp3$3.25K0.00%00.0%Unchanged
Tidemark, LLC3$3.25K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.3$3.35K0.00%−147−98.0%Reduced
Bessemer Group Inc4$4.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc5$5.42K0.00%00.0%Unchanged
Coston, McIsaac & Partners6$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$6.51K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6$6.51K0.00%00.0%Unchanged
Aspire Private Capital, LLC6$6.51K0.00%00.0%Unchanged
1832 Asset Management L.P.6$6.51K0.00%+1+20.0%Added
Ashton Thomas Private Wealth, LLC6$6.51K0.00%+6New
Jones Financial Companies LLLP6$6.53K0.00%+6New
Westend Capital Management, LLC6$6.66K0.00%00.0%Unchanged
Massmutual Trust Co FSB7$7.59K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$7.59K0.00%00.0%Unchanged
Fortitude Family Office, LLC7$7.59K0.00%00.0%Unchanged
Private Wealth Management Group, LLC7$7.59K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.8$8.17K0.00%00.0%Unchanged
M&R Capital Management Inc8$8.68K0.00%00.0%Unchanged
Smartleaf Asset Management LLC9$9.64K0.00%+9New
TD Private Client Wealth LLC9$9.77K0.00%+9New
ICA Group Wealth Management, LLC10$10.8K0.01%00.0%Unchanged
Allworth Financial LP11$12.2K0.00%+9+450.0%Added
Farther Finance Advisors, LLC11$12.2K0.00%+11New
Raffa Wealth Management, LLC14$15.2K0.00%00.0%Unchanged
LRI Investments, LLC15$16.3K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$17.4K0.00%00.0%Unchanged
LGT Financial Advisors LLC16$17.4K0.04%00.0%Unchanged
Rocky Mountain Advisers, LLC17$18.4K0.01%00.0%Unchanged
Financial Perspectives, Inc18$19.6K0.01%00.0%Unchanged
Family Firm, Inc.19$20.7K0.00%+19New
Mark Sheptoff Financial Planning, LLC20$21.7K0.01%00.0%Unchanged
Lindbrook Capital, LLC20$21.7K0.00%00.0%Unchanged
Innealta Capital, LLC20$21.7K0.01%+20New
Silicon Valley Capital Partners20$22.1K0.00%00.0%Unchanged
Versant Capital Management, Inc21$22.8K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.23$25.0K0.01%−11−32.4%Reduced
Rise Advisors, LLC23$25.0K0.01%00.0%Unchanged
Harbour Investments, Inc.25$27.1K0.00%00.0%Unchanged
Salomon & Ludwin, LLC25$27.1K0.00%00.0%Unchanged
Eagle Bay Advisors LLC26$28.2K0.02%00.0%Unchanged
Old Point Trust & Financial Services N A28$30.4K0.01%−72−72.0%Reduced
Indiana Trust & Investment Management CO30$32.5K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC30$32.5K0.03%+19+172.7%Added
Sound Income Strategies, LLC30$32.8K0.00%00.0%Unchanged
Umb Bank N A31$33.6K0.00%−41−56.9%Reduced
Steward Partners Investment Advisory, LLC32$34.7K0.00%+32New
Eukles Asset Management34$36.9K0.02%00.0%Unchanged
Spire Wealth Management34$36.9K0.00%+15+78.9%Added
Federation des caisses Desjardins du Quebec34$36.9K0.00%+21+161.5%Added
Advisors Asset Management, Inc.36$39.1K0.00%−3−7.7%Reduced
Covestor Ltd38$42.0K0.03%−124−76.5%Reduced
Fifth Third Bancorp39$42.3K0.00%+3+8.3%Added
Beacon Capital Management, LLC40$43.4K0.01%00.0%Unchanged
Quent Capital, LLC43$46.7K0.01%00.0%Unchanged
Nemes Rush Group LLC46$49.4K0.01%00.0%Unchanged
Catalyst Funds Management Pty Ltd49$53.2K0.01%+49New
Geneos Wealth Management Inc.50$54.3K0.00%−10−16.7%Reduced
HM Payson & Co50$54.3K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.54$61.9K0.02%+54New
Parallel Advisors, LLC63$68.4K0.00%+27+75.0%Added
GAMMA Investing LLC64$69.4K0.01%+37+137.0%Added
Investors Research Corp65$70.5K0.02%−75−53.6%Reduced
Quadrant Capital Group LLC68$73.8K0.01%00.0%Unchanged
Signaturefd, LLC68$73.8K0.00%+9+15.3%Added
Ronald Blue Trust, Inc.94$79.6K0.00%+94New
Mowery & Schoenfeld Wealth Management, LLC74$80.3K0.12%00.0%Unchanged
Quest Partners LLC75$81.4K0.01%−187−71.4%Reduced
Sunbelt Securities, Inc.80$86.8K0.01%00.0%Unchanged
Huntington National Bank80$86.8K0.00%+80New
Ci Investments Inc.81$88.0K0.00%+16+24.6%Added
Hollencrest Capital Management92$99.8K0.00%+50+119.0%Added
Plato Investment Management Ltd99$107.4K0.01%−67−40.4%Reduced
nVerses Capital, LLC100$108.5K0.06%00.0%Unchanged
CWM, LLC101$110.0K0.00%+15+17.4%Added
Mendota Financial Group, LLC114$123.7K0.07%00.0%Unchanged
Icon Wealth Advisors, LLC108$123.8K0.01%+108New
First Command Advisory Services, Inc.115$124.8K0.00%+55+91.7%Added
Caldwell Trust Co125$135.6K0.02%00.0%Unchanged
Principal Securities, Inc.126$136.7K0.00%+24+23.5%Added