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 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3New |
$3.68K - $4.38K
|
3
$344
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.27% |
$3.68K - $4.38K
|
1.12K
$129K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$3.68K - $4.38K
|
3
$344
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 18.75% |
$3.68K - $4.38K
|
19
$2.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2+ 0.29% |
$2.46K - $2.92K
|
686
$78.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 100.0% |
$2.46K - $2.92K
|
4
$458
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.46% |
$2.46K - $2.92K
|
434
$49.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$2.46K - $2.92K
|
2
$229
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$2.46K - $2.92K
|
2
$229
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2+ 0.5% |
$2.46K - $2.92K
|
403
$46.2K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 1.16% |
$2.46K - $2.92K
|
175
$20K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
$1.23K - $1.46K
|
1
$115
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.27% |
$1.23K - $1.46K
|
80
$9.16K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$1.23K - $1.46K
|
214
$24.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.89% |
$1.23K - $1.46K
|
113
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1New |
$1.23K - $1.46K
|
1
$115
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1+ 0.19% |
$1.23K - $1.46K
|
519
$59.5K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1New |
$1.23K - $1.46K
|
1
$115
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.25% |
$1.23K - $1.46K
|
394
$45.1K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1Closed |
$1.23K - $1.46K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 33.33% |
$1.23K - $1.46K
|
2
$229
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1- 0.41% |
$1.23K - $1.46K
|
240
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 11.11% |
$2.46K - $2.92K
|
16
$1.83K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2- 0.58% |
$2.46K - $2.92K
|
345
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3Closed |
$3.68K - $4.38K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 16.67% |
$3.68K - $4.38K
|
15
$1.72K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 2.7% |
$4.91K - $5.83K
|
144
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 11.76% |
$4.91K - $5.83K
|
30
$3.44K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.37% |
$4.91K - $5.83K
|
1.07K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5- 1.82% |
$6.14K - $7.29K
|
269
$30.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-6- 0.15% |
$7.37K - $8.75K
|
3.95K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 6.38% |
$7.37K - $8.75K
|
88
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-7- 4.38% |
$8.59K - $10.2K
|
153
$17.5K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7- 1.13% |
$8.59K - $10.2K
|
611
$70K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8- 3.36% |
$9.82K - $11.7K
|
230
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 2.92% |
$9.82K - $11.7K
|
266
$30.5K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9- 1.85% |
$11K - $13.1K
|
477
$54.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 43.48% |
$12.3K - $14.6K
|
13
$1.49K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10- 1.46% |
$12.3K - $14.6K
|
677
$77.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12- 0.76% |
$14.7K - $17.5K
|
1.57K
$179K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12- 4.9% |
$14.7K - $17.5K
|
233
$26.7K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13- 4.13% |
$16K - $19K
|
302
$34.6K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14- 0.75% |
$17.2K - $20.4K
|
1.85K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-15- 75.0% |
$18.4K - $21.9K
|
5
$573
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 6.4% |
$19.6K - $23.3K
|
234
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16- 2.93% |
$19.6K - $23.3K
|
531
$60.8K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-18- 0.09% |
$22.1K - $26.3K
|
19.9K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-19- 10.33% |
$23.3K - $27.7K
|
165
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 5.33% |
$24.6K - $29.2K
|
355
$40.7K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-21- 2.84% |
$25.8K - $30.6K
|
718
$82.2K
|