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 469 institutions that hold shares in the stock, with a total of 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
776
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
769
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2024
Added 4.77%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
765
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
755
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 40.86%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
739
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
718
shares
|
$995,413
0.01% of portfolio
|
Q3 2024
Reduced 28.27%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
717
shares
|
$994,027
0.09% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
706
shares
|
$978,777
0.3% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
703
shares
|
$974,618
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
685
shares
|
$949,663
0.02% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
666
shares
|
$923,322
0.03% of portfolio
|
Q3 2024
Reduced 84.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
651
shares
|
$902,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
643
shares
|
$891,435
0.01% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
636
shares
|
$881,731
0.01% of portfolio
|
Q3 2024
Reduced 30.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
624
shares
|
$865,094
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
617
shares
|
$855,390
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
614
shares
|
$851,231
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
612
shares
|
$848,458
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
603
shares
|
$835,981
0.0% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Zebra Capital Management LLC
Stamford, CT |
May 15, 2023 Q1 2023 |
600
shares
|
$831,821
1.6% of portfolio
|
Q1 2023
Reduced 47.87%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
589
shares
|
$816,571
0.05% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
588
shares
|
$815,185
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
582
shares
|
$806,867
0.05% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
580
shares
|
$804,094
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
571
shares
|
$791,617
0.0% of portfolio
|
Q4 2022
New holding
|