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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7New |
$4.35K - $6.64K
|
7
$794
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-15- 0.35% |
$9.32K - $14.2K
|
4.32K
$490K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15- 4.34% |
$9.32K - $14.2K
|
331
$37.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-856- 72.18% |
$532K - $812K
|
330
$37.4K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16- 2.41% |
$9.94K - $15.2K
|
648
$73.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3New |
$1.86K - $2.85K
|
3
$340
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-104- 26.0% |
$64.6K - $98.7K
|
296
$33.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
19+ 3.44% |
$11.8K - $18K
|
572
$64.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
293New |
$182K - $278K
|
293
$33.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17New |
$10.6K - $16.1K
|
17
$1.93K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
300New |
$186K - $285K
|
300
$34K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 73.33% |
$6.84K - $10.4K
|
4
$454
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-281- 9.4% |
$173K - $208K
|
2.71K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-2- 0.4% |
$1.23K - $1.48K
|
498
$56.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
60+ 20.0% |
$36.9K - $44.5K
|
360
$40.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.03K- 74.31% |
$1.25M - $1.5M
|
700
$79.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-1.19K- 56.47% |
$730K - $880K
|
915
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
488New |
$300K - $362K
|
488
$55.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3New |
$1.84K - $2.22K
|
3
$340
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25New |
$15.4K - $18.5K
|
25
$2.84K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
319New |
$196K - $237K
|
319
$36.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31New |
$19.1K - $23K
|
31
$3.52K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$681
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16New |
$9.84K - $11.9K
|
16
$1.82K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 0.29% |
$1.23K - $1.48K
|
685
$77.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-154- 30.8% |
$94.7K - $114K
|
346
$39.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$681
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11KNew |
$6.76M - $8.16M
|
11K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$615 - $742
|
1
$113
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 66.67% |
$1.23K - $1.48K
|
1
$113
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
30New |
$18.4K - $22.2K
|
30
$3.4K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5New |
$2.6K - $3.46K
|
5
$567
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.13K+ 312.04% |
$1.1M - $1.47M
|
2.81K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-96- 56.47% |
$49.9K - $66.5K
|
74
$8.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-116- 80.0% |
$60.3K - $80.3K
|
29
$3.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
159+ 0.85% |
$82.7K - $110K
|
19K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-16- 88.89% |
$8.32K - $11.1K
|
2
$227
|
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2K+ 65.36% |
$1.04M - $1.38M
|
5.06K
$574K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-482- 16.44% |
$251K - $334K
|
2.45K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
1.97K+ 32.65% |
$1.02M - $1.36M
|
8K
$908K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
374New |
$194K - $259K
|
374
$42.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-197- 17.03% |
$102K - $136K
|
960
$109K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$520 - $692
|
1
$113
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.61% |
$520 - $692
|
63
$7.15K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1Closed |
$477 - $579
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
382New |
$182K - $221K
|
382
$43.3K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
5New |
$2.38K - $2.9K
|
5
$567
|
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-551- 47.87% |
$263K - $319K
|
600
$68.1K
|
|