Purchases and Sales Made in Q1 2023 in Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE) during Q1 2023. The information is specifically focused on institutions that hold shares of Coca-Cola Consolidated, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15+ 2.23% |
$7.15K - $8.69K
|
688
$76.9K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.57% |
$5.24K - $6.37K
|
1.94K
$217K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 1.14% |
$5.24K - $6.37K
|
976
$109K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 14.75% |
$4.29K - $5.21K
|
70
$7.83K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 72.73% |
$3.81K - $4.63K
|
19
$2.12K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$3.81K - $4.63K
|
8
$894
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8+ 0.59% |
$3.81K - $4.63K
|
1.35K
$151K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$3.34K - $4.06K
|
7
$783
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 28.57% |
$2.86K - $3.48K
|
27
$3.02K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
6+ 0.8% |
$2.86K - $3.48K
|
756
$84.5K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
5New |
$2.38K - $2.9K
|
5
$559
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.73% |
$2.38K - $2.9K
|
691
$77.3K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 0.07% |
$1.91K - $2.32K
|
5.65K
$631K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 8.7% |
$1.91K - $2.32K
|
50
$5.59K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 8.7% |
$1.91K - $2.32K
|
50
$5.59K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
4New |
$1.91K - $2.32K
|
4
$447
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.41% |
$1.43K - $1.74K
|
728
$81.4K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2New |
$953 - $1.16K
|
2
$224
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
2+ 200.0% |
$953 - $1.16K
|
3
$335
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2+ 0.1% |
$953 - $1.16K
|
2.07K
$232K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2+ 0.06% |
$953 - $1.16K
|
3.52K
$394K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$477 - $579
|
6
$671
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$477 - $579
|
7
$783
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 20.0% |
$477 - $579
|
6
$671
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 11.11% |
$477 - $579
|
8
$894
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1Closed |
$477 - $579
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 3.33% |
$477 - $579
|
29
$3.24K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2- 0.25% |
$953 - $1.16K
|
808
$90.3K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3- 0.29% |
$1.43K - $1.74K
|
1.02K
$113K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 3.3% |
$1.43K - $1.74K
|
88
$9.84K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 42.86% |
$1.43K - $1.74K
|
4
$447
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 16.67% |
$1.91K - $2.32K
|
20
$2.24K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5- 7.58% |
$2.38K - $2.9K
|
61
$6.82K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 25.0% |
$2.86K - $3.48K
|
18
$2.01K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 25.93% |
$3.34K - $4.06K
|
20
$2.24K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7- 35.0% |
$3.34K - $4.06K
|
13
$1.45K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10- 0.25% |
$4.77K - $5.79K
|
3.92K
$438K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11- 0.9% |
$5.24K - $6.37K
|
1.22K
$136K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-13- 1.11% |
$6.2K - $7.53K
|
1.16K
$130K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 41.67% |
$7.15K - $8.69K
|
21
$2.35K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-16- 8.6% |
$7.63K - $9.27K
|
170
$19K
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-18- 3.41% |
$8.58K - $10.4K
|
510
$57K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-21- 0.22% |
$10K - $12.2K
|
9.32K
$1.04M
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-22- 3.38% |
$10.5K - $12.7K
|
629
$70.3K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30- 1.65% |
$14.3K - $17.4K
|
1.79K
$200K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 61.54% |
$19.1K - $23.2K
|
25
$2.8K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41- 0.64% |
$19.5K - $23.8K
|
6.4K
$715K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-42- 14.19% |
$20K - $24.3K
|
254
$28.4K
|