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 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-298- 9.1% |
$185K - $283K
|
2.98K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1New |
$622 - $949
|
1
$121
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
20New |
$12.4K - $19K
|
20
$2.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-159- 31.67% |
$98.8K - $151K
|
343
$41.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.73KNew |
$2.32M - $3.54M
|
3.73K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-15- 0.35% |
$9.32K - $14.2K
|
4.32K
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15- 4.34% |
$9.32K - $14.2K
|
331
$40.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-856- 72.18% |
$532K - $812K
|
330
$40.1K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16- 2.41% |
$9.94K - $15.2K
|
648
$78.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-104- 26.0% |
$64.6K - $98.7K
|
296
$35.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3New |
$1.86K - $2.85K
|
3
$364
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
293New |
$182K - $278K
|
293
$35.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17New |
$10.6K - $16.1K
|
17
$2.06K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 73.33% |
$6.84K - $10.4K
|
4
$486
|
|
| 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
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
60+ 20.0% |
$36.9K - $44.5K
|
360
$43.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.03K- 74.31% |
$1.25M - $1.5M
|
700
$85K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3New |
$1.84K - $2.22K
|
3
$364
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
488New |
$300K - $362K
|
488
$59.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31New |
$19.1K - $23K
|
31
$3.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
319New |
$196K - $237K
|
319
$38.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16New |
$9.84K - $11.9K
|
16
$1.94K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 0.29% |
$1.23K - $1.48K
|
685
$83.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-154- 30.8% |
$94.7K - $114K
|
346
$42K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$728
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$615 - $742
|
1
$121
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11KNew |
$6.76M - $8.16M
|
11K
$1.34M
|
|
| 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
$607
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.13K+ 312.04% |
$1.1M - $1.47M
|
2.81K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-116- 80.0% |
$60.3K - $80.3K
|
29
$3.52K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
159+ 0.85% |
$82.7K - $110K
|
19K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-16- 88.89% |
$8.32K - $11.1K
|
2
$243
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-482- 16.44% |
$251K - $334K
|
2.45K
$297K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
1.97K+ 32.65% |
$1.02M - $1.36M
|
8K
$971K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
374New |
$194K - $259K
|
374
$45.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-197- 17.03% |
$102K - $136K
|
960
$117K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$520 - $692
|
1
$121
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.61% |
$520 - $692
|
63
$7.65K
|
|
| 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
$46.4K
|
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-551- 47.87% |
$263K - $319K
|
600
$72.8K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
5New |
$2.38K - $2.9K
|
5
$607
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.09KNew |
$518K - $629K
|
1.09K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-108- 5.24% |
$51.5K - $62.6K
|
1.95K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$3.34K - $4.06K
|
7
$850
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.02K- 68.67% |
$486K - $590K
|
465
$56.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
53.3KNew |
$25.4M - $30.9M
|
53.3K
$6.47M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 11.11% |
$477 - $579
|
8
$971
|
|