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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 347 | $456.2K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 348 | $458.1K | 0.26% | +348 | New |
| AdvisorShares Investments LLC | 353 | $464.7K | 0.09% | +353 | New |
| ROI Financial Advisors, LLC | 360 | $473.9K | 0.33% | +144+66.7% | Added |
| Quest Partners LLC | 361 | $475.2K | 0.04% | +286+381.3% | Added |
| CAPROCK Group, Inc. | 369 | $485.8K | 0.02% | +63+20.6% | Added |
| Savant Capital, LLC | 371 | $487.9K | 0.00% | +371 | New |
| Integrated Wealth Concepts LLC | 372 | $490.3K | 0.01% | −36−8.8% | Reduced |
| Entropy Technologies, LP | 400 | $526.6K | 0.06% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $526.6K | 0.24% | +300+300.0% | Added |
| Dark Forest Capital Management LP | 409 | $538.4K | 0.07% | +409 | New |
| CIBC Private Wealth Group, LLC | 410 | $539.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 413 | $543.7K | 0.04% | +413 | New |
| Kapitalo Investimentos Ltda | 415 | $546.3K | 0.13% | +143+52.6% | Added |
| TrueMark Investments, LLC | 424 | $558.2K | 0.18% | −578−57.7% | Reduced |
| Beacon Pointe Advisors, LLC | 426 | $561.3K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 427 | $562.1K | 0.20% | −135−24.0% | Reduced |
| Alliance Wealth Management Group | 7,883 | $566.5K | 0.15% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 433 | $570.0K | 0.56% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 442 | $581.6K | 0.00% | +442 | New |
| UniSuper Management Pty Ltd | 448 | $589.7K | 0.00% | +448 | New |
| Lido Advisors, LLC | 453 | $597.6K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 456 | $600.3K | 0.04% | +1+0.2% | Added |
| Crossmark Global Holdings, Inc. | 460 | $606.0K | 0.01% | +165+55.9% | Added |
| Towercrest Capital Management | 8,534 | $613.3K | 0.10% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 467 | $614.8K | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 472 | $621.3K | 0.03% | −5,766−92.4% | Reduced |
| Securian Asset Management, Inc | 474 | $624.0K | 0.02% | +54+12.9% | Added |
| DekaBank Deutsche Girozentrale | 488 | $632.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 484 | $637.0K | 0.00% | −41−7.8% | Reduced |
| Davis Investment Partners, LLC | 500 | $647.5K | 0.27% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 495 | $651.2K | 0.01% | +80+19.3% | Added |
| Mendel Capital Management LLC | 500 | $658.2K | 0.40% | 00.0% | Unchanged |
| Captrust Financial Advisors | 501 | $659.9K | 0.00% | −50−9.1% | Reduced |
| Stratos Wealth Partners, LTD. | 528 | $696.2K | 0.01% | −49−8.5% | Reduced |
| Versor Investments LP | 531 | $699.0K | 0.11% | +531 | New |
| Independence Bank of Kentucky | 550 | $724.0K | 0.16% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 11,000 | $760.9K | 0.31% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 580 | $763.5K | 0.07% | +580 | New |
| Prelude Capital Management, LLC | 582 | $766.1K | 0.06% | +71+13.9% | Added |
| Strategic Blueprint, LLC | 588 | $774.0K | 0.05% | +1+0.2% | Added |
| Pitcairn Co | 589 | $775.4K | 0.05% | +30+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 603 | $793.0K | 0.00% | +54+9.8% | Added |
| EP Wealth Advisors, LLC | 612 | $805.8K | 0.01% | +612 | New |
| JustInvest LLC | 614 | $808.3K | 0.01% | +5+0.8% | Added |
| Deutsche Bank AG | 617 | $812.2K | 0.00% | +13+2.2% | Added |
| Private Advisor Group, LLC | 624 | $821.7K | 0.01% | −8−1.3% | Reduced |
| Guggenheim Capital LLC | 636 | $837.2K | 0.01% | −285−30.9% | Reduced |
| Xponance, Inc. | 643 | $846.4K | 0.01% | +96+17.6% | Added |
| Cerity Partners LLC | 651 | $856.6K | 0.00% | +651 | New |
| Pictet Asset Management Holding SA | 703 | $925.2K | 0.00% | −16−2.2% | Reduced |
| KG&L Capital Management,LLC | 706 | $929.4K | 0.30% | −30−4.1% | Reduced |
| Globeflex Capital L P | 717 | $943.9K | 0.09% | −6−0.8% | Reduced |
| Intech Investment Management LLC | 718 | $945.2K | 0.01% | −283−28.3% | Reduced |
| Bragg Financial Advisors, Inc | 739 | $972.8K | 0.04% | −37−4.8% | Reduced |
| Change Path, LLC | 755 | $993.9K | 0.03% | +219+40.9% | Added |
| Meritage Portfolio Management | 765 | $1.01M | 0.06% | +66+9.4% | Added |
| WNY Asset Management, LLC | 769 | $1.01M | 0.12% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 776 | $1.02M | 0.02% | +776 | New |
| Mariner, LLC | 778 | $1.02M | 0.00% | +53+7.3% | Added |
| OneAscent Wealth Management LLC | 813 | $1.07M | 0.41% | +813 | New |
| Aurora Investment Counsel | 823 | $1.08M | 0.59% | −601−42.2% | Reduced |
| Mullaney, Keating & Wright, Inc. | 15,091 | $1.08M | 0.75% | 00.0% | Unchanged |
| Caxton Associates LP | 854 | $1.12M | 0.05% | +854 | New |
| Federated Hermes, Inc. | 857 | $1.13M | 0.00% | −8,687−91.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 859 | $1.13M | 0.08% | +859 | New |
| Fort Pitt Capital Group, LLC | 900 | $1.18M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 900 | $1.19M | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 900 | $1.19M | 0.09% | +239+36.2% | Added |
| Benjamin Edwards Inc | 921 | $1.21M | 0.02% | +921 | New |
| Inceptionr LLC | 925 | $1.22M | 0.30% | +337+57.3% | Added |
| Sanctuary Advisors, LLC | 968 | $1.22M | 0.01% | +44+4.8% | Added |
| Pathstone Holdings, LLC | 949 | $1.25M | 0.01% | +24+2.6% | Added |
| Independent Advisor Alliance | 963 | $1.27M | 0.05% | −7−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 985 | $1.29M | 0.08% | +377+62.0% | Added |
| Quantedge Capital Pte Ltd | 1,000 | $1.32M | 0.39% | +1,000 | New |
| Baird Financial Group, Inc. | 1,004 | $1.32M | 0.00% | −133−11.7% | Reduced |
| Bank of Montreal | 1,022 | $1.32M | 0.00% | −6−0.6% | Reduced |
| HighTower Advisors, LLC | 1,014 | $1.33M | 0.00% | +61+6.4% | Added |
| CWM Advisors, LLC | 1,016 | $1.34M | 0.14% | +688+209.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,021 | $1.34M | 0.00% | +232+29.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,034 | $1.36M | 0.03% | +93+9.9% | Added |
| Ontario Teachers Pension Plan Board | 1,073 | $1.41M | 0.01% | −603−36.0% | Reduced |
| Dorsey Wright & Associates | 1,115 | $1.47M | 0.35% | +1,115 | New |
| Pullen Investment Management, LLC | 1,126 | $1.48M | 1.08% | +152+15.6% | Added |
| Citadel Advisors LLC | 1,135 | $1.49M | 0.00% | +426+60.1% | Added |
| Harvest Investment Services, LLC | 1,138 | $1.50M | 0.48% | +138+13.8% | Added |
| Caitlin John, LLC | 1,244 | $1.53M | 0.98% | +281+29.2% | Added |
| EJF Capital LLC | 1,170 | $1.54M | 1.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,173 | $1.54M | 0.03% | +200+20.6% | Added |
| Gotham Asset Management, LLC | 1,195 | $1.57M | 0.02% | +133+12.5% | Added |
| Ameritas Investment Partners, Inc. | 1,209 | $1.59M | 0.05% | +212+21.3% | Added |
| IFP Advisors, Inc | 1,291 | $1.70M | 0.06% | +1,026+387.2% | Added |
| Advisor Group Holdings, Inc. | 1,295 | $1.71M | 0.00% | −77−5.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,299 | $1.71M | 0.01% | +262+25.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,308 | $1.72M | 0.04% | +263+25.2% | Added |
| Axq Capital, LP | 1,322 | $1.74M | 0.53% | +1,021+339.2% | Added |
| Envestnet Asset Management Inc | 1,344 | $1.77M | 0.00% | −409−23.3% | Reduced |
| James Investment Research Inc | 1,355 | $1.78M | 0.21% | +389+40.3% | Added |
| US Bancorp | 1,361 | $1.79M | 0.00% | −50−3.5% | Reduced |