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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 340 | $428.6K | 0.00% | +340 | New |
| CAPROCK Group, Inc. | 342 | $430.9K | 0.01% | −27−7.3% | Reduced |
| Neuberger Berman Group LLC | 343 | $432.2K | 0.00% | +343 | New |
| HBK Sorce Advisory LLC | 347 | $436.7K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 347 | $437.7K | 0.01% | +2+0.6% | Added |
| Accent Capital Management, LLC | 348 | $438.5K | 0.25% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 353 | $444.8K | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 356 | $448.6K | 0.06% | −5−1.4% | Reduced |
| Sterling Capital Management LLC | 360 | $453.6K | 0.01% | +135+60.0% | Added |
| Proficio Capital Partners LLC | 360 | $453.6K | 0.04% | +130+56.5% | Added |
| Arkadios Wealth Advisors | 370 | $465.9K | 0.03% | +370 | New |
| Integrated Wealth Concepts LLC | 375 | $472.1K | 0.01% | +3+0.8% | Added |
| Alliance Wealth Management Group | 7,883 | $490.8K | 0.13% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 393 | $495.0K | 0.08% | +393 | New |
| Callan Family Office, LLC | 394 | $496.4K | 0.03% | +394 | New |
| Entropy Technologies, LP | 400 | $504.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 405 | $510.9K | 0.00% | +91+29.0% | Added |
| Verition Fund Management LLC | 407 | $512.8K | 0.00% | +250+159.2% | Added |
| Berkshire Asset Management LLC | 401 | $518.1K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 418 | $526.7K | 0.01% | +418 | New |
| Towercrest Capital Management | 8,534 | $531.3K | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 423 | $533.0K | 0.01% | +124+41.5% | Added |
| Beacon Pointe Advisors, LLC | 427 | $538.0K | 0.01% | +1+0.2% | Added |
| Captrust Financial Advisors | 430 | $542.2K | 0.00% | −71−14.2% | Reduced |
| Macroview Investment Management LLC | 433 | $545.6K | 0.55% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 435 | $548.1K | 0.10% | +184+73.3% | Added |
| CIBC Private Wealth Group, LLC | 432 | $556.1K | 0.00% | +22+5.4% | Added |
| Resona Asset Management Co.,Ltd. | 443 | $558.2K | 0.00% | +443 | New |
| Mezzasalma Advisors, LLC | 449 | $565.7K | 0.18% | +449 | New |
| Lido Advisors, LLC | 454 | $572.0K | 0.00% | +1+0.2% | Added |
| Frank, Rimerman Advisors LLC | 456 | $574.6K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 459 | $578.3K | 0.05% | −123−21.1% | Reduced |
| Two Sigma Securities, LLC | 459 | $578.3K | 0.10% | +459 | New |
| Clearstead Advisors, LLC | 467 | $588.4K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 488 | $593.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 474 | $597.2K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 486 | $612.4K | 0.01% | −150−23.6% | Reduced |
| Fox Run Management, L.L.C. | 495 | $623.7K | 0.11% | +154+45.2% | Added |
| Davis Investment Partners, LLC | 500 | $627.1K | 0.26% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 500 | $630.0K | 0.38% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 506 | $637.9K | 0.00% | −118−18.9% | Reduced |
| Globeflex Capital L P | 510 | $642.6K | 0.05% | −207−28.9% | Reduced |
| MML Investors Services, LLC | 514 | $648.0K | 0.00% | +30+6.2% | Added |
| Moneta Group Investment Advisors LLC | 515 | $648.8K | 0.01% | +20+4.0% | Added |
| Crossmark Global Holdings, Inc. | 518 | $653.0K | 0.01% | +58+12.6% | Added |
| EMC Capital Management | 521 | $656.0K | 0.37% | −4,672−90.0% | Reduced |
| Quadrature Capital Ltd | 525 | $661.5K | 0.01% | −251−32.3% | Reduced |
| ROI Financial Advisors, LLC | 537 | $676.6K | 0.46% | +177+49.2% | Added |
| Kathleen S. Wright Associates Inc. | 11,000 | $681.3K | 0.28% | 00.0% | Unchanged |
| Pitcairn Co | 547 | $689.2K | 0.04% | −42−7.1% | Reduced |
| Independence Bank of Kentucky | 550 | $693.0K | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 557 | $701.8K | 0.01% | −1,296−69.9% | Reduced |
| Strategic Blueprint, LLC | 583 | $734.6K | 0.04% | −5−0.9% | Reduced |
| EP Wealth Advisors, LLC | 586 | $738.5K | 0.01% | −26−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 615 | $761.0K | 0.04% | −370−37.6% | Reduced |
| JustInvest LLC | 618 | $778.7K | 0.01% | +4+0.7% | Added |
| Jefferies Financial Group Inc. | 642 | $808.9K | 0.01% | +642 | New |
| Two Sigma Investments, LP | 672 | $846.7K | 0.00% | −1,851−73.4% | Reduced |
| Xponance, Inc. | 684 | $861.8K | 0.01% | +41+6.4% | Added |
| Stratos Wealth Partners, LTD. | 687 | $866.0K | 0.01% | +159+30.1% | Added |
| Deutsche Bank AG | 708 | $892.1K | 0.00% | +91+14.7% | Added |
| KG&L Capital Management,LLC | 720 | $907.2K | 0.29% | +14+2.0% | Added |
| Bragg Financial Advisors, Inc | 739 | $931.1K | 0.04% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 15,021 | $935.2K | 0.63% | −70−0.5% | Reduced |
| XTX Topco Ltd | 769 | $968.9K | 0.08% | +356+86.2% | Added |
| WNY Asset Management, LLC | 769 | $969.5K | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 772 | $972.7K | 0.02% | +606+365.1% | Added |
| Nomura Holdings Inc | 782 | $985.3K | 0.01% | +782 | New |
| Ethic Inc. | 788 | $992.9K | 0.02% | +788 | New |
| OneAscent Wealth Management LLC | 813 | $1.02M | 0.42% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 830 | $1.05M | 0.00% | +830 | New |
| Federated Hermes, Inc. | 831 | $1.05M | 0.00% | −26−3.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 851 | $1.07M | 0.08% | −8−0.9% | Reduced |
| Meritage Portfolio Management | 861 | $1.08M | 0.07% | +96+12.5% | Added |
| Pathstone Holdings, LLC | 889 | $1.12M | 0.00% | −60−6.3% | Reduced |
| National Bank of Canada | 900 | $1.13M | 0.00% | −1,400−60.9% | Reduced |
| Numerai GP LLC | 917 | $1.16M | 0.32% | +917 | New |
| Kovitz Investment Group Partners, LLC | 934 | $1.18M | 0.01% | +934 | New |
| Benjamin Edwards Inc | 955 | $1.20M | 0.02% | +34+3.7% | Added |
| Independent Advisor Alliance | 978 | $1.23M | 0.02% | +15+1.6% | Added |
| Robeco Institutional Asset Management B.V. | 988 | $1.24M | 0.00% | +988 | New |
| Gotham Asset Management, LLC | 1,003 | $1.26M | 0.01% | −192−16.1% | Reduced |
| CWM Advisors, LLC | 1,012 | $1.28M | 0.14% | −4−0.4% | Reduced |
| Mariner, LLC | 1,029 | $1.30M | 0.00% | +251+32.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,057 | $1.33M | 0.00% | +454+75.3% | Added |
| US Bancorp | 1,069 | $1.35M | 0.00% | −292−21.5% | Reduced |
| Sanctuary Advisors, LLC | 986 | $1.35M | 0.01% | +18+1.9% | Added |
| Atria Wealth Solutions, Inc. | 1,069 | $1.35M | 0.01% | −649−37.8% | Reduced |
| Nebula Research & Development LLC | 1,083 | $1.36M | 0.16% | −1,076−49.8% | Reduced |
| L2 Asset Management, LLC | 1,087 | $1.37M | 0.30% | +1,087 | New |
| KLP Kapitalforvaltning AS | 1,100 | $1.39M | 0.01% | +1,100 | New |
| Dorsey Wright & Associates | 1,104 | $1.39M | 0.33% | −11−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,105 | $1.39M | 0.00% | −369−25.0% | Reduced |
| Baird Financial Group, Inc. | 1,108 | $1.40M | 0.00% | +104+10.4% | Added |
| Redwood Investment Management, LLC | 1,147 | $1.45M | 0.14% | +1,147 | New |
| EJF Capital LLC | 1,170 | $1.47M | 1.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,121 | $1.48M | 0.02% | +87+8.4% | Added |
| Ameritas Investment Partners, Inc. | 1,181 | $1.49M | 0.05% | −28−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 1,198 | $1.51M | 0.03% | +25+2.1% | Added |
| New Mexico Educational Retirement Board | 1,199 | $1.51M | 0.05% | +299+33.2% | Added |