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 473 institutions that hold shares in the stock, with a total of 3.34 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$46,499
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
32
shares
|
$43,763
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
32
shares
|
$43,763
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
30
shares
|
$41,028
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
30
shares
|
$41,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
30
shares
|
$41,028
0.03% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29
shares
|
$39,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
28
shares
|
$38,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
28
shares
|
$38,293
0.01% of portfolio
|
Q2 2024
Reduced 72.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
26
shares
|
$35,558
0.02% of portfolio
|
Q1 2024
Added 116.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$34,190
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25
shares
|
$34,190
0.0% of portfolio
|
Q4 2022
Reduced 57.63%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
25
shares
|
$34,190
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
23
shares
|
$31,455
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
23
shares
|
$31,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$30,087
0.0% of portfolio
|
Q3 2024
Added 144.44%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
21
shares
|
$28,720
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$27,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
20
shares
|
$27,352
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
19
shares
|
$25,984
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
18
shares
|
$24,617
0.01% of portfolio
|
Q2 2021
Reduced 99.64%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
18
shares
|
$24,617
0.0% of portfolio
|
Q3 2024
Added 800.0%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
18
shares
|
$24,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
16
shares
|
$21,881
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
16
shares
|
$21,881
0.05% of portfolio
|
Q3 2023
New holding
|