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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5
shares
|
$6,838
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
5
shares
|
$6,838
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5
shares
|
$6,838
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
5
shares
|
$6,838
0.0% of portfolio
|
Q4 2021
Reduced 87.8%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$5,470
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4
shares
|
$5,470
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3
shares
|
$4,102
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3
shares
|
$4,102
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3
shares
|
$4,102
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
3
shares
|
$4,102
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$4,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3
shares
|
$4,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$2,735
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$2,735
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2
shares
|
$2,735
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2
shares
|
$2,735
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$1,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1
shares
|
$1,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1
shares
|
$1,367
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1
shares
|
$1,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1
shares
|
$1,367
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
1
shares
|
$1,367
0.0% of portfolio
|
Q1 2024
New holding
|