Latest Institutional Transactions on Coca Cola Consolidated, Inc. (COKE)
This table provides information on the latest institutional transactions involving Coca Cola Consolidated, Inc. (COKE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.29% |
$810 - $935
|
347
$448K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14+ 116.67% |
$11.3K - $13.1K
|
26
$33.5K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.92KNew |
$6.42M - $7.4M
|
7.92K
$10.2M
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-343- 8.83% |
$278K - $321K
|
3.54K
$4.57M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1New |
$810 - $935
|
1
$1.29K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
160+ 39.02% |
$130K - $150K
|
570
$735K
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
694New |
$562K - $649K
|
694
$895K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1New |
$810 - $935
|
1
$1.29K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-55- 5.64% |
$44.6K - $51.4K
|
921
$1.19M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32- 43.84% |
$25.9K - $29.9K
|
41
$52.9K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-8- 66.67% |
$6.48K - $7.48K
|
4
$5.16K
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11.6K- 62.62% |
$9.4M - $10.9M
|
6.93K
$8.93M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
900New |
$729K - $841K
|
900
$1.16M
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-601- 53.66% |
$487K - $562K
|
519
$669K
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-16.8K- 56.25% |
$13.6M - $15.7M
|
13.1K
$16.9M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6New |
$4.86K - $5.61K
|
6
$7.74K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
18New |
$14.6K - $16.8K
|
18
$23.2K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6New |
$4.86K - $5.61K
|
6
$7.74K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
3New |
$2.43K - $2.8K
|
3
$3.87K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23New |
$18.6K - $21.5K
|
23
$29.7K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4- 33.33% |
$3.24K - $3.74K
|
8
$10.3K
|
|
Q4 2023 | |||||||
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 82.17% |
$1.17M - $1.79M
|
410
$529K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
74New |
$46K - $70.2K
|
74
$95.4K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$1.86K - $2.85K
|
3
$3.87K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$6.22K - $9.49K
|
10
$12.9K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
474New |
$295K - $450K
|
474
$611K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 14.29% |
$622 - $949
|
6
$7.74K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-298- 9.1% |
$185K - $283K
|
2.98K
$3.84M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1New |
$622 - $949
|
1
$1.29K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
20New |
$12.4K - $19K
|
20
$25.8K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-159- 31.67% |
$98.8K - $151K
|
343
$442K
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.1KNew |
$684K - $1.04M
|
1.1K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.73KNew |
$2.32M - $3.54M
|
3.73K
$4.81M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$1.86K - $2.85K
|
3
$3.87K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
249New |
$155K - $236K
|
249
$321K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
119New |
$74K - $113K
|
119
$153K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 2.22% |
$622 - $949
|
46
$59.3K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 31.95% |
$124K - $190K
|
426
$549K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7New |
$4.35K - $6.64K
|
7
$9.03K
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-15- 0.35% |
$9.32K - $14.2K
|
4.32K
$5.57M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15- 4.34% |
$9.32K - $14.2K
|
331
$427K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-856- 72.18% |
$532K - $812K
|
330
$426K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16- 2.41% |
$9.94K - $15.2K
|
648
$836K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3New |
$1.86K - $2.85K
|
3
$3.87K
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-104- 26.0% |
$64.6K - $98.7K
|
296
$382K
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
19+ 3.44% |
$11.8K - $18K
|
572
$738K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
275New |
$171K - $261K
|
275
$355K
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
293New |
$182K - $278K
|
293
$378K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17New |
$10.6K - $16.1K
|
17
$21.9K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
550New |
$342K - $522K
|
550
$709K
|