Institutional Ownership Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE). We have compiled data on the 379 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $3.88 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
20
shares
|
$22,109
0.0% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
19
shares
|
$21,003
0.0% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
18
shares
|
$19,898
0.01% of portfolio
|
Q2 2021
Reduced 99.64%
|
|
Riverview Trust CO
|
Apr 12, 2024 Q1 2024 |
18
shares
|
$19,898
0.01% of portfolio
|
Q1 2024
New holding
|
|
Rocky Mountain Advisers, LLC
|
Apr 26, 2024 Q1 2024 |
17
shares
|
$18,792
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
16
shares
|
$17,687
0.02% of portfolio
|
Q3 2023
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
16
shares
|
$17,687
0.0% of portfolio
|
Q1 2023
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
15
shares
|
$16,581
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
14
shares
|
$15,476
0.0% of portfolio
|
Q4 2021
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
13
shares
|
$14,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
11
shares
|
$12,160
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$11,054
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
10
shares
|
$11,054
0.0% of portfolio
|
Q4 2023
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
8
shares
|
$8,843
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
8
shares
|
$8,843
0.0% of portfolio
|
Q1 2023
New holding
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$7,738
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
7
shares
|
$7,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
7
shares
|
$7,738
0.0% of portfolio
|
Q1 2023
Added 16.67%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
7
shares
|
$7,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
7
shares
|
$7,738
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
6
shares
|
$6,632
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
6
shares
|
$6,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 09, 2024 Q1 2024 |
6
shares
|
$6,632
0.0% of portfolio
|
Q3 2023
New holding
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
6
shares
|
$6,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
6
shares
|
$6,632
0.0% of portfolio
|
Q3 2022
Reduced 45.45%
|