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 497 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$6,130
0.0% of portfolio
|
Q2 2025
Added 1150.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
50
shares
|
$6,130
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$6,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$6,130
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
50
shares
|
$6,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
40
shares
|
$4,904
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$4,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
38
shares
|
$4,658
0.0% of portfolio
|
Q1 2025
Added 90.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
34
shares
|
$4,168
0.0% of portfolio
|
Q2 2025
Added 1600.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
30
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
30
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
30
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
30
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
Added 2900.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
21
shares
|
$2,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
20
shares
|
$2,452
0.0% of portfolio
|
Q2 2025
Added 566.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
20
shares
|
$2,452
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
20
shares
|
$2,452
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,961
0.0% of portfolio
|
Q2 2025
Added 731.25%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
15
shares
|
$1,839
0.01% of portfolio
|
Q2 2025
Added 1646.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
10
shares
|
$1,226
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10
shares
|
$1,226
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$1,226
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$1,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
10
shares
|
$1,226
0.0% of portfolio
|
Q2 2025
New holding
|