Latest Institutional Purchases of Coca Cola Consolidated, Inc. (COKE)
This list provides information on the latest institutional transactions involving Coca Cola Consolidated, Inc. (COKE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
410New |
$252K - $304K
|
410
$521K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
319New |
$196K - $237K
|
319
$406K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
92New |
$56.6K - $68.2K
|
92
$117K
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
60+ 20.0% |
$36.9K - $44.5K
|
360
$458K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31New |
$19.1K - $23K
|
31
$39.4K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
30New |
$18.4K - $22.2K
|
30
$38.1K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25New |
$15.4K - $18.5K
|
25
$31.8K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16New |
$9.84K - $11.9K
|
16
$20.3K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$7.63K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$7.63K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3New |
$1.84K - $2.22K
|
3
$3.81K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$615 - $742
|
1
$1.27K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.13K+ 312.04% |
$1.1M - $1.47M
|
2.81K
$3.57M
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2K+ 65.36% |
$1.04M - $1.38M
|
5.06K
$6.43M
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
1.97K+ 32.65% |
$1.02M - $1.36M
|
8K
$10.2M
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
374New |
$194K - $259K
|
374
$475K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
159+ 0.85% |
$82.7K - $110K
|
19K
$24.1M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5New |
$2.6K - $3.46K
|
5
$6.36K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$520 - $692
|
1
$1.27K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.61% |
$520 - $692
|
63
$80.1K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
53.3KNew |
$25.4M - $30.9M
|
53.3K
$67.8M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.09KNew |
$518K - $629K
|
1.09K
$1.38M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
961New |
$458K - $557K
|
961
$1.22M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
442New |
$211K - $256K
|
442
$562K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
382New |
$182K - $221K
|
382
$486K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50New |
$23.8K - $29K
|
50
$63.6K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32New |
$15.3K - $18.5K
|
32
$40.7K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16New |
$7.63K - $9.27K
|
16
$20.3K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$3.81K - $4.63K
|
8
$10.2K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$3.34K - $4.06K
|
7
$8.9K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
5New |
$2.38K - $2.9K
|
5
$6.36K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2New |
$953 - $1.16K
|
2
$2.54K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
2+ 200.0% |
$953 - $1.16K
|
3
$3.81K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$477 - $579
|
6
$7.63K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$477 - $579
|
7
$8.9K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
571New |
$245K - $309K
|
571
$726K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
505New |
$217K - $273K
|
505
$642K
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
500New |
$215K - $271K
|
500
$636K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
461New |
$198K - $250K
|
461
$586K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
188New |
$80.7K - $102K
|
188
$239K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
25New |
$10.7K - $13.5K
|
25
$31.8K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5New |
$2.15K - $2.71K
|
5
$6.36K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$858 - $1.08K
|
3
$3.81K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$858 - $1.08K
|
2
$2.54K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$429 - $541
|
2
$2.54K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.58K+ 846.58% |
$1.88M - $2.67M
|
5.12K
$6.51M
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
3.84KNew |
$1.57M - $2.24M
|
3.84K
$4.88M
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.39KNew |
$980K - $1.4M
|
2.39K
$3.04M
|