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 2025
Institutional positions in Coca-Cola Consolidated, Inc. as of Sep 30, 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
- 457
- −6 vs. Q2 2025
- Shares held
- 35.9M
- −432.4K (−1.2%) vs. Q2 2025
- Total value
- $4.19B
- +$147.8M (+3.7%) vs. Q2 2025
- New holders
- 62
- 164 more added
- Sold out
- 68
- 147 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 873 | $102.3K | 0.00% | +213+32.3% | Added |
| Wealth Preservation Advisors, LLC | 873 | $102.3K | 0.06% | +873 | New |
| Ronald Blue Trust, Inc. | 909 | $106.5K | 0.00% | +81+9.8% | Added |
| First Command Advisory Services, Inc. | 950 | $111.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 977 | $114.5K | 0.01% | +874+848.5% | Added |
| Farther Finance Advisors, LLC | 992 | $116.2K | 0.00% | −1,836−64.9% | Reduced |
| Medallion Wealth Advisors, LLC | 1,050 | $123.0K | 0.04% | +200+23.5% | Added |
| Nisa Investment Advisors, LLC | 1,120 | $131.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,132 | $132.6K | 0.00% | −77−6.4% | Reduced |
| Creekmur Asset Management LLC | 1,162 | $136.1K | 0.02% | −258−18.2% | Reduced |
| GAMMA Investing LLC | 1,162 | $136.1K | 0.01% | +125+12.1% | Added |
| Simplex Trading, LLC | 1,216 | $142.0K | 0.00% | +1,155+1,893.4% | Added |
| TD Waterhouse Canada Inc. | 1,200 | $143.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,238 | $145.0K | 0.00% | −10,691−89.6% | Reduced |
| Caldwell Trust Co | 1,250 | $146.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,376 | $161.2K | 0.01% | +10+0.7% | Added |
| Optimum Investment Advisors | 1,413 | $165.5K | 0.07% | +1,263+842.0% | Added |
| KBC Group NV | 1,499 | $176.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,507 | $176.6K | 0.00% | +1,363+946.5% | Added |
| Principal Securities, Inc. | 1,690 | $198.0K | 0.00% | +150+9.7% | Added |
| Gsa Capital Partners LLP | 1,717 | $201.0K | 0.02% | −5,116−74.9% | Reduced |
| Sivia Capital Partners, LLC | 1,722 | $201.8K | 0.06% | +1,722 | New |
| Keystone Wealth Services, LLC | 1,745 | $204.5K | 0.04% | +1,745 | New |
| US Bancorp | 1,752 | $205.3K | 0.00% | +60+3.5% | Added |
| Applied Finance Capital Management, LLC | 1,755 | $205.6K | 0.01% | −315−15.2% | Reduced |
| Capstone Investment Advisors, LLC | 1,768 | $207.1K | 0.00% | +1,768 | New |
| Merit Financial Group, LLC | 1,776 | $208.1K | 0.00% | +1,776 | New |
| JT Stratford LLC | 1,790 | $209.7K | 0.03% | +1,790 | New |
| Shelton Capital Management | 1,830 | $214.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,847 | $216.4K | 0.00% | +1,847 | New |
| Tower Research Capital LLC (TRC) | 1,898 | $222.4K | 0.01% | −1,500−44.1% | Reduced |
| Hollencrest Capital Management | 1,907 | $223.4K | 0.01% | +1,207+172.4% | Added |
| Beaumont Financial Advisors, LLC | 1,910 | $223.8K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,915 | $224.4K | 0.00% | +49+2.6% | Added |
| Pitcairn Co | 1,942 | $227.5K | 0.02% | −888−31.4% | Reduced |
| Patten & Patten Inc | 1,984 | $232.4K | 0.01% | −223−10.1% | Reduced |
| Old North State Wealth Management, LLC | 1,985 | $232.6K | 0.11% | +5+0.3% | Added |
| Csenge Advisory Group | 2,000 | $234.3K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,000 | $234.3K | 0.01% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,000 | $234.3K | 0.13% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,006 | $235.0K | 0.00% | −221−9.9% | Reduced |
| Forum Financial Management, LP | 2,014 | $236.0K | 0.00% | +103+5.4% | Added |
| Mill Creek Capital Advisors, LLC | 2,017 | $236.3K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,040 | $239.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,053 | $240.5K | 0.01% | +109+5.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,055 | $240.8K | 0.00% | +2,055 | New |
| Jump Financial, LLC | 2,057 | $241.0K | 0.00% | −2,142−51.0% | Reduced |
| Claret Asset Management Corp | 2,058 | $241.0K | 0.03% | −30−1.4% | Reduced |
| Whittier Trust Co | 2,000 | $241.3K | 0.00% | −120−5.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,087 | $244.5K | 0.02% | −21−1.0% | Reduced |
| Trust Point Inc. | 2,089 | $244.7K | 0.02% | +2,089 | New |
| Buckingham Strategic Partners | 1,870 | $246.1K | 0.00% | +1,870 | New |
| Cassaday & Co Wealth Management LLC | 2,140 | $250.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,148 | $251.7K | 0.00% | −259−10.8% | Reduced |
| Leavell Investment Management, Inc. | 2,166 | $253.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,166 | $253.8K | 0.02% | +2,166 | New |
| Krilogy Financial LLC | 1,888 | $254.4K | 0.01% | +1,888 | New |
| SBI Securities Co., Ltd. | 2,174 | $254.7K | 0.01% | −594−21.5% | Reduced |
| Gallacher Capital Management LLC | 2,237 | $262.1K | 0.10% | −24−1.1% | Reduced |
| Proficio Capital Partners LLC | 2,270 | $266.0K | 0.02% | −980−30.2% | Reduced |
| Savant Capital, LLC | 2,278 | $266.9K | 0.00% | +2,278 | New |
| RSM US Wealth Management LLC | 2,306 | $270.1K | 0.00% | +2,306 | New |
| Signal Advisors Wealth, LLC | 2,306 | $270.2K | 0.02% | −31−1.3% | Reduced |
| Accel Wealth Management | 2,308 | $270.4K | 0.08% | −101−4.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,309 | $270.5K | 0.00% | +50+2.2% | Added |
| Coyle Financial Counsel LLC | 2,347 | $275.0K | 0.06% | +5+0.2% | Added |
| CAPROCK Group, Inc. | 2,361 | $276.8K | 0.01% | +2,361 | New |
| Oxbow Advisors, LLC | 2,380 | $278.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,387 | $279.7K | 0.01% | +45+1.9% | Added |
| Commerce Bank | 2,490 | $291.7K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,510 | $294.1K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,542 | $297.8K | 0.00% | +2,542 | New |
| ProShare Advisors LLC | 2,549 | $298.6K | 0.00% | −51−2.0% | Reduced |
| Adviser Investments LLC | 2,606 | $305.3K | 0.00% | +2,606 | New |
| NDVR, Inc. | 2,638 | $309.1K | 0.26% | −144−5.2% | Reduced |
| CWM Advisors, LLC | 2,643 | $309.7K | 0.03% | +131+5.2% | Added |
| Covestor Ltd | 2,671 | $313.0K | 0.17% | +1,738+186.3% | Added |
| Meritage Portfolio Management | 2,704 | $316.8K | 0.02% | −5,926−68.7% | Reduced |
| Utah Retirement Systems | 2,736 | $320.6K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,770 | $324.5K | 0.00% | −1,360−32.9% | Reduced |
| Sterling Capital Management LLC | 2,774 | $325.0K | 0.00% | −211−7.1% | Reduced |
| Arete Wealth Advisors, LLC | 2,806 | $329.0K | 0.02% | +37+1.3% | Added |
| Wedmont Private Capital | 2,747 | $329.2K | 0.01% | +2,747 | New |
| Maryland State Retirement & Pension System | 2,820 | $330.4K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,821 | $330.5K | 0.01% | +632+28.9% | Added |
| Dynasty Wealth Management, LLC | 2,826 | $331.1K | 0.00% | +2,826 | New |
| CSS LLC | 2,870 | $336.2K | 0.02% | −1,700−37.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,963 | $347.1K | 0.01% | +252+9.3% | Added |
| Atticus Wealth Management, LLC | 3,000 | $351.5K | 0.09% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,000 | $351.5K | 0.06% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 3,013 | $352.0K | 0.19% | +3,013 | New |
| Polymer Capital Management (US) LLC | 3,014 | $353.1K | 0.05% | −910−23.2% | Reduced |
| Continuum Advisory, LLC | 3,130 | $366.7K | 0.04% | −150−4.6% | Reduced |
| Prospera Financial Services Inc | 3,155 | $369.6K | 0.01% | +3,155 | New |
| Sequoia Financial Advisors, LLC | 3,242 | $379.9K | 0.00% | +3,242 | New |
| Pensionmark Financial Group, LLC | 3,343 | $391.7K | 0.01% | +1,034+44.8% | Added |
| Cynosure Management, LLC | 3,390 | $397.2K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,120 | $398.5K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,410 | $399.5K | 0.17% | −20−0.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,496 | $409.6K | 0.01% | +42+1.2% | Added |