Purchases and Sales Made in Q1 2025 in Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE) during Q1 2025. 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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 32.1% |
$203K - $241K
|
679
$77.8K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
161New |
$198K - $235K
|
161
$18.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
159+ 1.0% |
$195K - $232K
|
16.1K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
159+ 6.05% |
$195K - $232K
|
2.79K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
155+ 6.64% |
$190K - $226K
|
2.49K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
155New |
$190K - $226K
|
155
$17.8K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
150New |
$184K - $219K
|
150
$17.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
150New |
$184K - $219K
|
150
$17.2K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
149+ 14.86% |
$183K - $217K
|
1.15K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
136New |
$167K - $198K
|
136
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
127+ 23.65% |
$156K - $185K
|
664
$76.1K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
124+ 62.63% |
$152K - $181K
|
322
$36.9K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
123+ 212.07% |
$151K - $179K
|
181
$20.7K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
116+ 11.86% |
$142K - $169K
|
1.09K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
114+ 9.08% |
$140K - $166K
|
1.37K
$157K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
113+ 2.21% |
$139K - $165K
|
5.24K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
107+ 8.22% |
$131K - $156K
|
1.41K
$161K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 6.25% |
$123K - $146K
|
1.7K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
98+ 1.59% |
$120K - $143K
|
6.27K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
92+ 0.59% |
$113K - $134K
|
15.7K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
87+ 31.41% |
$107K - $127K
|
364
$41.7K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
87+ 34.66% |
$107K - $127K
|
338
$38.7K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85+ 19.77% |
$104K - $124K
|
515
$59K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
83+ 20.49% |
$102K - $121K
|
488
$55.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
80New |
$98.2K - $117K
|
80
$9.16K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 26.69% |
$92.1K - $109K
|
356
$40.8K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74+ 8.32% |
$90.8K - $108K
|
963
$110K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 4.88% |
$79.8K - $94.8K
|
1.4K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65+ 2.56% |
$79.8K - $94.8K
|
2.61K
$299K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
64+ 3.51% |
$78.6K - $93.3K
|
1.89K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
60+ 34.68% |
$73.7K - $87.5K
|
233
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
57+ 1.88% |
$70K - $83.1K
|
3.08K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
56+ 7.11% |
$68.7K - $81.7K
|
844
$96.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
56+ 21.54% |
$68.7K - $81.7K
|
316
$36.2K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
55+ 1.41% |
$67.5K - $80.2K
|
3.97K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
55+ 4.7% |
$67.5K - $80.2K
|
1.23K
$140K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
54+ 81.82% |
$66.3K - $78.8K
|
120
$13.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
50+ 3.03% |
$61.4K - $72.9K
|
1.7K
$195K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
50+ 5.81% |
$61.4K - $72.9K
|
911
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
47+ 25.0% |
$57.7K - $68.5K
|
235
$26.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
43+ 0.32% |
$52.8K - $62.7K
|
13.6K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 27.39% |
$52.8K - $62.7K
|
200
$22.9K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
40+ 11.7% |
$49.1K - $58.3K
|
382
$43.8K
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
39+ 1.21% |
$47.9K - $56.9K
|
3.25K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37+ 18.5% |
$45.4K - $54K
|
237
$27.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
37+ 115.63% |
$45.4K - $54K
|
69
$7.9K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$45.4K - $54K
|
37
$4.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 70.59% |
$44.2K - $52.5K
|
87
$9.97K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36+ 1.99% |
$44.2K - $52.5K
|
1.85K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
34+ 6.1% |
$41.7K - $49.6K
|
591
$67.7K
|