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 488 institutions that hold shares in the stock, with a total of 5.5 Million shares, which have been reported (via 13F filing form) to have a value of $645 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,113
shares
|
$130,632
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
1,112
shares
|
$130,515
0.4% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
1,094
shares
|
$128,402
0.05% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,065
shares
|
$124,999
0.02% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,037
shares
|
$121,712
0.01% of portfolio
|
Q2 2025
Added 668.15%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
1,028
shares
|
$120,656
0.0% of portfolio
|
Q1 2025
Reduced 44.46%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
999
shares
|
$117,252
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
986
shares
|
$115,726
0.01% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
981
shares
|
$115,139
0.1% of portfolio
|
Q1 2025
Reduced 40.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
963
shares
|
$113,027
0.01% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
961
shares
|
$112,792
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
952
shares
|
$111,736
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
936
shares
|
$109,858
0.01% of portfolio
|
Q1 2025
Added 437.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
921
shares
|
$108,097
0.02% of portfolio
|
Q1 2024
Reduced 5.64%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
911
shares
|
$106,924
0.08% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
902
shares
|
$105,867
0.01% of portfolio
|
Q1 2025
Added 201.67%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
900
shares
|
$105,633
0.03% of portfolio
|
Q1 2022
Reduced 10.0%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
890
shares
|
$104,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
879
shares
|
$103,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
849
shares
|
$99,647
0.0% of portfolio
|
Q1 2025
Reduced 94.24%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
844
shares
|
$99,060
0.02% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
837
shares
|
$98,238
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
830
shares
|
$97,417
0.06% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
826
shares
|
$96,947
0.02% of portfolio
|
Q1 2025
Reduced 68.23%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
800
shares
|
$93,896
0.01% of portfolio
|
Q1 2025
New holding
|