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 2026
Institutional positions in Coca-Cola Consolidated, Inc. as of Mar 31, 2026. 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
- 587
- +63 vs. Q4 2025
- Shares held
- 37.0M
- +6.59M (+21.6%) vs. Q4 2025
- Total value
- $7.09B
- +$2.43B (+52.1%) vs. Q4 2025
- New holders
- 116
- 203 more added
- Sold out
- 53
- 165 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 270 | $51.8K | 0.00% | +139+106.1% | Added |
| Triumph Capital Management | 278 | $53.3K | 0.01% | +278 | New |
| Old Point Trust & Financial Services N A | 280 | $53.7K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 280 | $53.7K | 0.01% | +20+7.7% | Added |
| Measured Wealth Private Client Group, LLC | 281 | $53.9K | 0.01% | −303−51.9% | Reduced |
| Indiana Trust & Investment Management CO | 300 | $57.5K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 303 | $58.1K | 0.00% | −66−17.9% | Reduced |
| Root Financial Partners, LLC | 306 | $58.7K | 0.00% | +50+19.5% | Added |
| Bessemer Group Inc | 331 | $63.0K | 0.00% | +53+19.1% | Added |
| Eukles Asset Management | 340 | $65.2K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 387 | $74.2K | 0.04% | −18−4.4% | Reduced |
| Investors Research Corp | 400 | $76.7K | 0.01% | −250−38.5% | Reduced |
| Essential Partners LLC | 409 | $78.4K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 460 | $88.3K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 485 | $93.0K | 0.08% | −188−27.9% | Reduced |
| Employees Retirement System of Texas | 489 | $94.0K | 0.00% | +489 | New |
| DekaBank Deutsche Girozentrale | 488 | $94.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $95.9K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 500 | $95.9K | 0.06% | +500 | New |
| Strategic Investment Solutions, Inc. | 540 | $103.5K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 558 | $107.0K | 0.02% | +128+29.8% | Added |
| Quent Capital, LLC | 561 | $107.6K | 0.01% | +26+4.9% | Added |
| Covestor Ltd | 568 | $109.0K | 0.08% | −1,406−71.2% | Reduced |
| Farther Finance Advisors, LLC | 550 | $110.6K | 0.00% | −86−13.5% | Reduced |
| Compagnie Lombard Odier SCmA | 602 | $115.4K | 0.00% | +602 | New |
| Rothschild Investment LLC | 634 | $121.6K | 0.01% | +48+8.2% | Added |
| Simplex Trading, LLC | 682 | $130.8K | 0.00% | +591+649.5% | Added |
| Union Bancaire Privee, UBP SA | 700 | $134.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 740 | $141.9K | 0.22% | 00.0% | Unchanged |
| Quarry LP | 757 | $145.1K | 0.03% | +729+2,603.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 776 | $148.8K | 0.00% | +179+30.0% | Added |
| MAI Capital Management | 786 | $150.7K | 0.00% | +146+22.8% | Added |
| Stephenson National Bank & Trust | 808 | $154.9K | 0.04% | −33−3.9% | Reduced |
| Huntington National Bank | 830 | $159.1K | 0.00% | −150−15.3% | Reduced |
| Medallion Wealth Advisors, LLC | 850 | $163.0K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 875 | $167.8K | 0.00% | −200−18.6% | Reduced |
| Signaturefd, LLC | 900 | $172.6K | 0.00% | +85+10.4% | Added |
| Umb Bank N A | 955 | $183.1K | 0.00% | +4+0.4% | Added |
| Ronald Blue Trust, Inc. | 1,030 | $197.5K | 0.00% | +398+63.0% | Added |
| Virtus ETF Advisers LLC | 1,030 | $197.5K | 0.09% | +1,030 | New |
| Modern Wealth Management, LLC | 997 | $200.5K | 0.00% | +997 | New |
| Northwestern Mutual Wealth Management Co | 1,055 | $202.3K | 0.00% | +895+559.4% | Added |
| Stirlingshire Investments, Inc. | 1,064 | $204.1K | 0.18% | +1,064 | New |
| Childress Capital Advisors, LLC | 1,071 | $205.4K | 0.04% | +1,071 | New |
| Parallel Advisors, LLC | 1,073 | $205.8K | 0.00% | +368+52.2% | Added |
| Yarger Wealth Strategies, LLC | 1,076 | $206.3K | 0.08% | +1,076 | New |
| Main Street Financial Solutions, LLC | 1,078 | $206.6K | 0.02% | +1,078 | New |
| Cary Street Partners Financial LLC | 1,085 | $208.0K | 0.01% | +1,085 | New |
| jvl associates llc | 1,094 | $209.8K | 0.07% | +1,094 | New |
| Lombard Odier Asset Management (USA) Corp | 1,099 | $210.7K | 0.11% | +1,099 | New |
| Inspirion Wealth Advisors, LLC | 1,110 | $212.8K | 0.03% | +1,110 | New |
| Midwest Trust Co | 1,122 | $215.1K | 0.00% | +1,122 | New |
| Apollon Wealth Management, LLC | 1,123 | $215.4K | 0.00% | +1,123 | New |
| Caerus Investment Advisors, LLC | 1,125 | $215.7K | 0.09% | +1,125 | New |
| Steel Peak Wealth Management LLC | 1,132 | $217.1K | 0.01% | −368−24.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,140 | $218.6K | 0.05% | +1,140 | New |
| Burns J W & Co Inc | 1,148 | $220.1K | 0.03% | +1,148 | New |
| Transcend Wealth Collective, LLC | 1,154 | $221.3K | 0.02% | +1,154 | New |
| Inscription Capital, LLC | 1,164 | $223.2K | 0.02% | +1,164 | New |
| Abel Hall, LLC | 1,164 | $223.2K | 0.05% | +1,164 | New |
| Concurrent Investment Advisors, LLC | 1,171 | $224.5K | 0.00% | +1,171 | New |
| Polymer Capital Management (US) LLC | 1,175 | $225.3K | 0.03% | −1,102−48.4% | Reduced |
| TruWealth Advisors, LLC | 1,178 | $226.0K | 0.01% | +1,178 | New |
| Aprio Wealth Management, LLC | 1,179 | $226.1K | 0.01% | +1,179 | New |
| Monument Capital Management | 1,188 | $227.9K | 0.06% | −180−13.2% | Reduced |
| SkyOak Wealth, LLC | 1,190 | $228.2K | 0.04% | +1,190 | New |
| Waddell & Associates, LLC | 1,200 | $230.1K | 0.01% | +1,200 | New |
| SRS Capital Advisors, Inc. | 1,200 | $230.1K | 0.01% | +1,180+5,900.0% | Added |
| ProVise Management Group, LLC | 1,211 | $232.2K | 0.02% | +1,211 | New |
| Tucker Asset Management LLC | 1,219 | $233.7K | 0.07% | +1,219 | New |
| AE Wealth Management LLC | 1,219 | $233.7K | 0.00% | +1,219 | New |
| MSA Advisors, LLC | 1,220 | $233.9K | 0.07% | +1,220 | New |
| Massmutual Trust Co FSB | 1,221 | $234.1K | 0.01% | −7−0.6% | Reduced |
| Mission Wealth Management, LP | 1,240 | $237.8K | 0.00% | +1,240 | New |
| Caldwell Trust Co | 1,250 | $239.7K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,250 | $239.7K | 0.01% | +1,250 | New |
| MCF Advisors LLC | 1,261 | $241.8K | 0.01% | +1,141+950.8% | Added |
| Exencial Wealth Advisors, LLC | 1,261 | $241.9K | 0.01% | +1,261 | New |
| State of Wyoming | 1,264 | $242.4K | 0.03% | −14−1.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,272 | $243.9K | 0.02% | +1,272 | New |
| Mirabella Financial Services LLP | 1,273 | $244.1K | 0.02% | +1,273 | New |
| Procyon Private Wealth Partners, LLC | 1,296 | $248.4K | 0.01% | +1,296 | New |
| Perigon Wealth Management, LLC | 1,298 | $248.9K | 0.00% | −64−4.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,305 | $250.2K | 0.01% | +1,305 | New |
| Pallas Capital Advisors LLC | 1,321 | $253.3K | 0.01% | −151−10.3% | Reduced |
| International Assets Investment Management, LLC | 1,266 | $254.5K | 0.02% | +1,266 | New |
| Elevation Wealth Management LLC | 1,330 | $255.0K | 0.23% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,479 | $255.1K | 0.01% | +25+1.7% | Added |
| Everhart Financial Group, Inc. | 1,349 | $258.7K | 0.02% | +1,349 | New |
| STRS Ohio | 1,355 | $259.8K | 0.00% | −2−0.1% | Reduced |
| Lecap Asset Management Ltd | 1,366 | $261.9K | 0.10% | +1,366 | New |
| Retirement Guys Formula LLC | 1,367 | $262.2K | 0.12% | −71−4.9% | Reduced |
| Profund Advisors LLC | 1,415 | $271.3K | 0.01% | +1,415 | New |
| D'Orazio & Associates, Inc. | 1,430 | $274.2K | 0.04% | +65+4.8% | Added |
| Wealthspire Advisors, LLC | 1,439 | $275.9K | 0.00% | +1,439 | New |
| Warren Averett Asset Management, LLC | 1,462 | $280.3K | 0.00% | +1,462 | New |
| Viewpoint Investment Partners Corp | 2,000 | $280.7K | 0.13% | +2,000 | New |
| Sunbelt Securities, Inc. | 1,466 | $281.1K | 0.02% | +339+30.1% | Added |
| Keybank National Association | 1,478 | $283.4K | 0.00% | −1,903−56.3% | Reduced |
| D.A. Davidson & Co. | 1,480 | $283.8K | 0.00% | 00.0% | Unchanged |