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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15
shares
|
$20,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
15
shares
|
$20,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
11
shares
|
$15,043
0.01% of portfolio
|
Q4 2024
Reduced 83.08%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
11
shares
|
$15,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$13,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$13,676
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$13,676
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
9
shares
|
$12,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9
shares
|
$12,308
0.01% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
9
shares
|
$12,308
0.0% of portfolio
|
Q3 2024
Added 800.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9
shares
|
$12,308
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
8
shares
|
$10,940
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$10,940
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7
shares
|
$9,573
0.0% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
7
shares
|
$9,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$9,573
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
7
shares
|
$9,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q3 2022
Reduced 45.45%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$8,205
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
6
shares
|
$8,205
0.0% of portfolio
|
Q3 2024
New holding
|