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, Q4 2024
Institutional positions in Coca-Cola Consolidated, Inc. as of Dec 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
- 467
- +17 vs. Q3 2024
- Shares held
- 3.86M
- −147.2K (−3.7%) vs. Q3 2024
- Total value
- $4.82B
- −$195.2M (−3.9%) vs. Q3 2024
- New holders
- 62
- 147 more added
- Sold out
- 45
- 146 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 103 | $127.7K | 0.01% | +10+10.8% | Added |
| GAMMA Investing LLC | 104 | $131.0K | 0.01% | +15+16.9% | Added |
| First Command Advisory Services, Inc. | 105 | $132.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 112 | $141.2K | 0.00% | +112 | New |
| Principal Securities, Inc. | 113 | $142.4K | 0.00% | −1−0.9% | Reduced |
| Caldwell Trust Co | 125 | $157.5K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 132 | $166.3K | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 135 | $169.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 148 | $186.5K | 0.04% | −18−10.8% | Reduced |
| SBI Securities Co., Ltd. | 148 | $186.5K | 0.01% | +148 | New |
| Farther Finance Advisors, LLC | 157 | $197.8K | 0.01% | −29−15.6% | Reduced |
| Bleakley Financial Group, LLC | 159 | $200.3K | 0.01% | +159 | New |
| Davenport & Co LLC | 160 | $201.6K | 0.00% | −35−17.9% | Reduced |
| King Luther Capital Management Corp | 160 | $201.6K | 0.00% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 161 | $202.7K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 163 | $205.0K | 0.03% | +2+1.2% | Added |
| Inceptionr LLC | 165 | $207.9K | 0.05% | −760−82.2% | Reduced |
| Lansing Street Advisors | 167 | $210.4K | 0.07% | +167 | New |
| Ignite Planners, LLC | 160 | $211.5K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 165 | $213.3K | 0.00% | −486−74.7% | Reduced |
| Trexquant Investment LP | 172 | $216.7K | 0.00% | −5,556−97.0% | Reduced |
| Aigen Investment Management, LP | 172 | $216.7K | 0.04% | +172 | New |
| Forum Financial Management, LP | 173 | $218.0K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 173 | $218.2K | 0.00% | +173 | New |
| Nisa Investment Advisors, LLC | 174 | $219.2K | 0.00% | −1−0.6% | Reduced |
| SkyOak Wealth, LLC | 175 | $220.5K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 181 | $228.1K | 0.00% | +181 | New |
| Shelton Capital Management | 183 | $230.6K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 184 | $231.8K | 0.00% | +14+8.2% | Added |
| Great Lakes Advisors, LLC | 184 | $231.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 187 | $236.0K | 0.00% | −54−22.4% | Reduced |
| Journey Strategic Wealth LLC | 188 | $236.9K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 188 | $236.9K | 0.01% | +1+0.5% | Added |
| Jones Financial Companies LLLP | 189 | $237.7K | 0.00% | +143+310.9% | Added |
| Beaumont Financial Advisors, LLC | 190 | $239.4K | 0.02% | −10−5.0% | Reduced |
| CWM, LLC | 191 | $241.0K | 0.00% | −86−31.0% | Reduced |
| Old North State Wealth Management, LLC | 197 | $248.6K | 0.14% | +1+0.5% | Added |
| Polymer Capital Management (US) LLC | 198 | $249.5K | 0.08% | +198 | New |
| KBC Group NV | 199 | $251.0K | 0.00% | −69−25.7% | Reduced |
| Whittier Trust Co | 200 | $252.0K | 0.00% | 00.0% | Unchanged |
| Farmers Trust Co | 200 | $252.0K | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 200 | $252.0K | 0.01% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 200 | $252.0K | 0.16% | 00.0% | Unchanged |
| Csenge Advisory Group | 200 | $252.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 200 | $252.5K | 0.00% | +6+3.1% | Added |
| Mill Creek Capital Advisors, LLC | 202 | $254.2K | 0.01% | +28+16.1% | Added |
| Kolinsky Wealth Management, LLC | 203 | $255.8K | 0.16% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 204 | $257.0K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 205 | $258.3K | 0.17% | −210−50.6% | Reduced |
| Ci Investments Inc. | 210 | $265.0K | 0.00% | +121+136.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 213 | $269.0K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 214 | $269.6K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 216 | $270.0K | 0.00% | −75−25.8% | Reduced |
| Leavell Investment Management, Inc. | 217 | $272.9K | 0.01% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 220 | $277.3K | 0.03% | +48+27.9% | Added |
| Patten & Patten Inc | 221 | $278.1K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 223 | $281.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 225 | $283.5K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 227 | $286.0K | 0.02% | −10−4.2% | Reduced |
| Coyle Financial Counsel LLC | 228 | $287.7K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 229 | $288.7K | 0.00% | −9−3.8% | Reduced |
| TrueMark Investments, LLC | 235 | $296.1K | 0.09% | −189−44.6% | Reduced |
| Spears Abacus Advisors LLC | 235 | $296.1K | 0.01% | −85−26.6% | Reduced |
| Oxbow Advisors, LLC | 238 | $299.9K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 238 | $299.9K | 0.00% | +43+22.1% | Added |
| Ameritas Advisory Services, LLC | 241 | $303.3K | 0.01% | +241 | New |
| We Are One Seven, LLC | 245 | $308.7K | 0.01% | +23+10.4% | Added |
| CIBC Asset Management Inc | 247 | $311.2K | 0.00% | +12+5.1% | Added |
| Cynosure Management, LLC | 248 | $312.5K | 0.05% | −31−11.1% | Reduced |
| Commerce Bank | 249 | $313.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $314.9K | 0.01% | +14+5.9% | Added |
| TownSquare Capital, LLC | 251 | $316.3K | 0.00% | +251 | New |
| Accel Wealth Management | 252 | $317.5K | 0.12% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 256 | $322.6K | 0.04% | −1−0.4% | Reduced |
| Glenview Trust Co | 256 | $322.6K | 0.01% | +37+16.9% | Added |
| Keybank National Association | 260 | $327.6K | 0.00% | +260 | New |
| First National Trust Co | 261 | $328.9K | 0.01% | +88+50.9% | Added |
| Warther Private Wealth, LLC | 272 | $342.7K | 0.12% | −155−36.3% | Reduced |
| Axq Capital, LP | 273 | $344.0K | 0.15% | −1,049−79.3% | Reduced |
| Arete Wealth Advisors, LLC | 274 | $345.0K | 0.02% | +29+11.8% | Added |
| Alps Advisors Inc | 274 | $345.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 276 | $347.8K | 0.00% | +19+7.4% | Added |
| J.W. Cole Advisors, Inc. | 277 | $349.0K | 0.01% | +2+0.7% | Added |
| Thoroughbred Financial Services, LLC | 280 | $352.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 281 | $354.1K | 0.01% | −5−1.7% | Reduced |
| Larson Financial Group LLC | 281 | $354.1K | 0.02% | −31−9.9% | Reduced |
| Tevis Investment Management | 282 | $355.3K | 0.26% | +282 | New |
| Foundry Partners, LLC | 297 | $374.2K | 0.02% | −175−37.1% | Reduced |
| Savant Capital, LLC | 299 | $376.3K | 0.00% | −72−19.4% | Reduced |
| Atticus Wealth Management, LLC | 300 | $378.0K | 0.12% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 300 | $378.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 300 | $378.0K | 0.00% | +300 | New |
| EverSource Wealth Advisors, LLC | 308 | $388.2K | 0.02% | +43+16.2% | Added |
| NDVR, Inc. | 309 | $389.3K | 0.37% | +21+7.3% | Added |
| Measured Wealth Private Client Group, LLC | 315 | $396.9K | 0.13% | −16−4.8% | Reduced |
| Voleon Capital Management LP | 315 | $396.9K | 0.03% | +315 | New |
| Utah Retirement Systems | 317 | $399.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $412.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 337 | $424.6K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 338 | $425.9K | 0.01% | +5+1.5% | Added |