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, Q3 2024
Institutional positions in Coca-Cola Consolidated, Inc. as of Sep 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
- 457
- +48 vs. Q2 2024
- Shares held
- 4.03M
- +515.2K (+14.7%) vs. Q2 2024
- Total value
- $5.04B
- +$1.27B (+33.8%) vs. Q2 2024
- New holders
- 84
- 153 more added
- Sold out
- 36
- 112 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 132 | $158.3K | 0.07% | +3+2.3% | Added |
| Caldwell Trust Co | 125 | $164.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 135 | $175.9K | 0.00% | +132+4,400.0% | Added |
| Keel Point, LLC | 152 | $200.1K | 0.02% | −19−11.1% | Reduced |
| D'Orazio & Associates, Inc. | 155 | $203.8K | 0.03% | +155 | New |
| Verition Fund Management LLC | 157 | $206.7K | 0.00% | −896−85.1% | Reduced |
| King Luther Capital Management Corp | 160 | $210.6K | 0.00% | +160 | New |
| Ignite Planners, LLC | 160 | $210.6K | 0.05% | +160 | New |
| Pacific Sage Partners, LLC | 161 | $211.3K | 0.05% | +161 | New |
| Claret Asset Management Corp | 161 | $212.0K | 0.03% | +161 | New |
| GTS Securities LLC | 165 | $217.2K | 0.00% | +165 | New |
| Tower Research Capital LLC (TRC) | 166 | $218.5K | 0.01% | −924−84.8% | Reduced |
| Creekmur Asset Management LLC | 166 | $218.5K | 0.05% | −258−60.8% | Reduced |
| M&T Bank Corp | 167 | $219.8K | 0.00% | +167 | New |
| BTS Asset Management, Inc. | 170 | $222.1K | 0.21% | +170 | New |
| Congress Wealth Management LLC | 170 | $223.8K | 0.00% | +170 | New |
| Profund Advisors LLC | 171 | $225.1K | 0.01% | +171 | New |
| Signal Advisors Wealth, LLC | 172 | $226.4K | 0.03% | +172 | New |
| First National Trust Co | 173 | $227.7K | 0.01% | +173 | New |
| Forum Financial Management, LP | 173 | $227.7K | 0.00% | +173 | New |
| Mill Creek Capital Advisors, LLC | 174 | $229.1K | 0.01% | −28−13.9% | Reduced |
| Nisa Investment Advisors, LLC | 175 | $230.4K | 0.00% | −51−22.6% | Reduced |
| SkyOak Wealth, LLC | 175 | $230.4K | 0.05% | −25−12.5% | Reduced |
| Ronald Blue Trust, Inc. | 213 | $231.1K | 0.00% | +119+126.6% | Added |
| Shelton Capital Management | 183 | $240.9K | 0.01% | −7−3.7% | Reduced |
| Great Lakes Advisors, LLC | 184 | $242.2K | 0.00% | +184 | New |
| Farther Finance Advisors, LLC | 186 | $244.8K | 0.01% | +175+1,590.9% | Added |
| Axxcess Wealth Management, LLC | 187 | $246.2K | 0.01% | +187 | New |
| Coyle Financial Counsel LLC | 228 | $247.1K | 0.09% | +228 | New |
| Journey Strategic Wealth LLC | 188 | $247.5K | 0.01% | +188 | New |
| Avantax Advisory Services, Inc. | 194 | $255.6K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 200 | $256.6K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 195 | $256.7K | 0.00% | −5−2.5% | Reduced |
| Kestra Advisory Services, LLC | 195 | $257.3K | 0.00% | −41−17.4% | Reduced |
| Capstone Investment Advisors, LLC | 196 | $258.0K | 0.00% | −146−42.7% | Reduced |
| Old North State Wealth Management, LLC | 196 | $259.2K | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $263.3K | 0.00% | 00.0% | Unchanged |
| Farmers Trust Co | 200 | $263.3K | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 200 | $263.3K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 200 | $263.3K | 0.16% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 200 | $263.3K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 203 | $266.7K | 0.17% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 204 | $268.5K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 212 | $279.1K | 0.00% | −359−62.9% | Reduced |
| Inscription Capital, LLC | 212 | $279.1K | 0.04% | +212 | New |
| Sheaff Brock Investment Advisors, LLC | 213 | $280.4K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 214 | $281.7K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 5,193 | $285.0K | 0.24% | +4,672+896.7% | Added |
| Leavell Investment Management, Inc. | 217 | $285.1K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 219 | $288.3K | 0.01% | +219 | New |
| Patten & Patten Inc | 221 | $290.5K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 222 | $292.2K | 0.01% | −18−7.5% | Reduced |
| Applied Finance Capital Management, LLC | 223 | $293.6K | 0.01% | +223 | New |
| Regions Financial Corp | 225 | $296.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 225 | $296.2K | 0.00% | +225 | New |
| Proficio Capital Partners LLC | 230 | $302.8K | 0.03% | −128−35.8% | Reduced |
| AlphaStar Capital Management, LLC | 234 | $308.5K | 0.02% | +7+3.1% | Added |
| CIBC Asset Management Inc | 235 | $309.4K | 0.00% | +7+3.1% | Added |
| CoreCap Advisors, LLC | 236 | $310.3K | 0.01% | +236 | New |
| Trust Point Inc. | 237 | $312.0K | 0.02% | −25−9.5% | Reduced |
| Veriti Management LLC | 238 | $313.3K | 0.02% | +32+15.5% | Added |
| Oxbow Advisors, LLC | 238 | $313.3K | 0.03% | +238 | New |
| The PNC Financial Services Group, Inc. | 238 | $313.3K | 0.00% | −132−35.7% | Reduced |
| SG Americas Securities, LLC | 241 | $317.0K | 0.00% | −1,991−89.2% | Reduced |
| Arete Wealth Advisors, LLC | 245 | $321.0K | 0.03% | +245 | New |
| Commerce Bank | 249 | $327.8K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 251 | $330.4K | 0.06% | −419−62.5% | Reduced |
| Accel Wealth Management | 252 | $331.7K | 0.12% | +12+5.0% | Added |
| ProShare Advisors LLC | 257 | $338.3K | 0.00% | −604−70.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 257 | $338.3K | 0.05% | +14+5.8% | Added |
| EverSource Wealth Advisors, LLC | 265 | $348.6K | 0.02% | +36+15.7% | Added |
| KBC Group NV | 268 | $353.0K | 0.00% | +125+87.4% | Added |
| Good Life Advisors, LLC | 270 | $355.9K | 0.02% | +270 | New |
| Alps Advisors Inc | 274 | $360.7K | 0.00% | −145−34.6% | Reduced |
| J.W. Cole Advisors, Inc. | 275 | $362.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 277 | $365.0K | 0.00% | +176+174.3% | Added |
| Cynosure Management, LLC | 279 | $367.3K | 0.05% | −97−25.8% | Reduced |
| Thoroughbred Financial Services, LLC | 280 | $368.0K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 288 | $373.2K | 0.38% | +3+1.1% | Added |
| Kestra Private Wealth Services, LLC | 286 | $376.5K | 0.01% | +286 | New |
| Scientech Research LLC | 289 | $380.4K | 0.08% | −249−46.3% | Reduced |
| RSM US Wealth Management LLC | 291 | $380.9K | 0.01% | +58+24.9% | Added |
| Quantinno Capital Management LP | 299 | $393.7K | 0.01% | +112+59.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $394.3K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 300 | $394.9K | 0.07% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $394.9K | 0.13% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 300 | $394.9K | 0.09% | +300 | New |
| Larson Financial Group LLC | 312 | $410.6K | 0.02% | +141+82.5% | Added |
| Mercer Global Advisors Inc | 314 | $410.7K | 0.00% | +56+21.7% | Added |
| Utah Retirement Systems | 317 | $417.3K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 320 | $421.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 320 | $421.2K | 0.01% | +320 | New |
| Berkshire Asset Management LLC | 401 | $435.1K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 331 | $435.7K | 0.15% | −34−9.3% | Reduced |
| Synovus Financial Corp | 333 | $438.3K | 0.01% | −17−4.9% | Reduced |
| Three Seasons Wealth, LLC | 333 | $438.4K | 0.23% | +333 | New |
| Maryland State Retirement & Pension System | 337 | $443.6K | 0.01% | −122−26.6% | Reduced |
| Virtu Financial LLC | 340 | $446.0K | 0.02% | +340 | New |
| Fox Run Management, L.L.C. | 341 | $448.9K | 0.10% | +341 | New |
| Mesirow Financial Investment Management, Inc. | 345 | $454.7K | 0.01% | 00.0% | Unchanged |