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, Q1 2025
Institutional positions in Coca-Cola Consolidated, Inc. as of Mar 31, 2025. 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
- +5 vs. Q4 2024
- Shares held
- 3.91M
- +66.9K (+1.7%) vs. Q4 2024
- Total value
- $5.22B
- +$423.2M (+8.8%) vs. Q4 2024
- New holders
- 60
- 159 more added
- Sold out
- 55
- 134 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 342 | $461.7K | 0.15% | +342 | New |
| Quadrant Capital Group LLC | 343 | $463.1K | 0.02% | +275+404.4% | Added |
| Mesirow Financial Investment Management, Inc. | 345 | $466.3K | 0.01% | −2−0.6% | Reduced |
| Accent Capital Management, LLC | 348 | $469.8K | 0.27% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 403 | $477.9K | 0.02% | +2+0.5% | Added |
| Integrated Wealth Concepts LLC | 355 | $479.2K | 0.01% | −20−5.3% | Reduced |
| Larson Financial Group LLC | 356 | $481.0K | 0.02% | +75+26.7% | Added |
| HBK Sorce Advisory LLC | 357 | $481.5K | 0.01% | +10+2.9% | Added |
| Marshall Wace, LLP | 360 | $486.0K | 0.00% | +360 | New |
| AdvisorShares Investments LLC | 353 | $490.2K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 364 | $491.8K | 0.02% | +87+31.4% | Added |
| United Services Automobile Association | 371 | $493.5K | 0.02% | +371 | New |
| 1832 Asset Management L.P. | 373 | $503.6K | 0.00% | +373 | New |
| CAPROCK Group, Inc. | 382 | $515.7K | 0.02% | +40+11.7% | Added |
| Bridgewater Associates, LP | 386 | $521.1K | 0.00% | −5,492−93.4% | Reduced |
| Almanack Investment Partners, LLC. | 394 | $531.3K | 0.11% | +1+0.3% | Added |
| Benjamin Edwards Inc | 396 | $534.7K | 0.01% | −559−58.5% | Reduced |
| Caitlin John, LLC | 402 | $543.2K | 0.53% | −874−68.5% | Reduced |
| Fox Run Management, L.L.C. | 407 | $549.5K | 0.09% | −88−17.8% | Reduced |
| Cubist Systematic Strategies, LLC | 411 | $554.9K | 0.01% | −8,450−95.4% | Reduced |
| CIBC Private Wealth Group, LLC | 434 | $561.9K | 0.00% | +2+0.5% | Added |
| Alliance Wealth Management Group | 7,883 | $564.6K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 420 | $567.3K | 0.00% | −86−17.0% | Reduced |
| Macroview Investment Management LLC | 433 | $584.5K | 0.55% | 00.0% | Unchanged |
| Towercrest Capital Management | 8,534 | $611.2K | 0.12% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 455 | $614.3K | 0.00% | +12+2.7% | Added |
| Frank, Rimerman Advisors LLC | 456 | $615.6K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 458 | $619.6K | 0.00% | +4+0.9% | Added |
| Strategic Blueprint, LLC | 466 | $629.1K | 0.03% | −117−20.1% | Reduced |
| Securian Asset Management, Inc | 474 | $639.9K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 488 | $643.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 477 | $644.0K | 0.01% | −9−1.9% | Reduced |
| Clearstead Advisors, LLC | 478 | $645.3K | 0.01% | +11+2.4% | Added |
| Inceptionr LLC | 485 | $654.8K | 0.20% | +320+193.9% | Added |
| Mercer Global Advisors Inc | 488 | $658.3K | 0.00% | +83+20.5% | Added |
| Mendel Capital Management LLC | 500 | $675.0K | 0.41% | 00.0% | Unchanged |
| Globeflex Capital L P | 510 | $688.5K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 515 | $695.4K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 515 | $695.7K | 0.00% | +85+19.8% | Added |
| Crossmark Global Holdings, Inc. | 519 | $700.6K | 0.01% | +1+0.2% | Added |
| EMC Capital Management | 521 | $703.0K | 0.42% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 500 | $706.7K | 0.31% | 00.0% | Unchanged |
| Cerity Partners LLC | 524 | $707.0K | 0.00% | +359+217.6% | Added |
| Pitcairn Co | 531 | $716.9K | 0.04% | −16−2.9% | Reduced |
| Independence Bank of Kentucky | 550 | $742.5K | 0.12% | 00.0% | Unchanged |
| Prudential PLC | 561 | $757.4K | 0.00% | +561 | New |
| Caxton Associates LLP | 568 | $766.8K | 0.03% | +568 | New |
| Kathleen S. Wright Associates Inc. | 11,000 | $785.8K | 0.32% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 589 | $795.1K | 0.01% | +3+0.5% | Added |
| Exchange Traded Concepts, LLC | 591 | $797.9K | 0.01% | +34+6.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 610 | $823.5K | 0.06% | +610 | New |
| JustInvest LLC | 611 | $824.9K | 0.01% | −7−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 612 | $826.8K | 0.01% | +185+43.3% | Added |
| Quantinno Capital Management LP | 633 | $854.6K | 0.01% | +210+49.6% | Added |
| ROI Financial Advisors, LLC | 664 | $896.4K | 0.65% | +127+23.6% | Added |
| Prelude Capital Management, LLC | 664 | $896.4K | 0.09% | +205+44.7% | Added |
| Mezzasalma Advisors, LLC | 666 | $899.1K | 0.31% | +217+48.3% | Added |
| WNY Asset Management, LLC | 670 | $904.0K | 0.11% | −99−12.9% | Reduced |
| Stratos Wealth Partners, LTD. | 677 | $914.9K | 0.01% | −10−1.5% | Reduced |
| MML Investors Services, LLC | 679 | $917.0K | 0.00% | +165+32.1% | Added |
| Deutsche Bank AG | 682 | $920.7K | 0.00% | −26−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 683 | $922.0K | 0.00% | −374−35.4% | Reduced |
| Xponance, Inc. | 686 | $926.1K | 0.01% | +2+0.3% | Added |
| Occudo Quantitative Strategies LP | 698 | $928.5K | 0.12% | +263+60.5% | Added |
| Union Bancaire Privee, UBP SA | 700 | $945.0K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 718 | $969.3K | 0.04% | −21−2.8% | Reduced |
| KG&L Capital Management,LLC | 720 | $972.0K | 0.32% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 750 | $1.01M | 0.00% | +407+118.7% | Added |
| Sanctuary Advisors, LLC | 778 | $1.05M | 0.01% | −208−21.1% | Reduced |
| CWM, LLC | 782 | $1.06M | 0.00% | +591+309.4% | Added |
| Mullaney, Keating & Wright, Inc. | 14,991 | $1.07M | 0.72% | −30−0.2% | Reduced |
| ING Groep NV | 800 | $1.08M | 0.01% | +800 | New |
| Engineers Gate Manager LP | 826 | $1.12M | 0.02% | −1,774−68.2% | Reduced |
| Harvest Fund Management Co., Ltd | 830 | $1.12M | 0.06% | +215+35.0% | Added |
| Federated Hermes, Inc. | 837 | $1.13M | 0.00% | +6+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 849 | $1.15M | 0.00% | −13,897−94.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 854 | $1.15M | 0.11% | +3+0.4% | Added |
| Ethic Inc. | 844 | $1.17M | 0.02% | +56+7.1% | Added |
| Jacobs Levy Equity Management, Inc | 879 | $1.19M | 0.00% | +879 | New |
| Bank of Nova Scotia | 890 | $1.20M | 0.00% | +890 | New |
| Meritage Portfolio Management | 911 | $1.23M | 0.08% | +50+5.8% | Added |
| Nisa Investment Advisors, LLC | 936 | $1.26M | 0.01% | +762+437.9% | Added |
| Kovitz Investment Group Partners, LLC | 952 | $1.29M | 0.01% | +18+1.9% | Added |
| Pathstone Holdings, LLC | 963 | $1.30M | 0.01% | +74+8.3% | Added |
| Summit Global Investments | 981 | $1.32M | 0.10% | −680−40.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 988 | $1.33M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 999 | $1.35M | 0.00% | −30−2.9% | Reduced |
| SEI Investments Co | 1,028 | $1.39M | 0.00% | −837−44.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,065 | $1.44M | 0.02% | −4−0.4% | Reduced |
| Independent Advisor Alliance | 1,094 | $1.48M | 0.05% | +116+11.9% | Added |
| KLP Kapitalforvaltning AS | 1,100 | $1.49M | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,124 | $1.50M | 0.02% | +3+0.3% | Added |
| Dorsey Wright & Associates | 1,112 | $1.50M | 0.38% | +8+0.7% | Added |
| Baird Financial Group, Inc. | 1,113 | $1.50M | 0.00% | +5+0.5% | Added |
| South Dakota Investment Council | 1,116 | $1.51M | 0.03% | −300−21.2% | Reduced |
| Semanteon Capital Management, LP | 1,125 | $1.52M | 0.82% | −90−7.4% | Reduced |
| Ontario Teachers Pension Plan Board | 1,142 | $1.54M | 0.02% | −378−24.9% | Reduced |
| Gotham Asset Management, LLC | 1,152 | $1.56M | 0.01% | +149+14.9% | Added |
| XTX Topco Ltd | 1,154 | $1.56M | 0.08% | +385+50.1% | Added |
| Ameritas Investment Partners, Inc. | 1,160 | $1.57M | 0.05% | −21−1.8% | Reduced |