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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3+ 0.35% |
$3.68K - $4.38K
|
854
$118K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$3.68K - $4.38K
|
3
$413
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.8% |
$3.68K - $4.38K
|
170
$23.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3New |
$3.68K - $4.38K
|
3
$413
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3New |
$3.68K - $4.38K
|
3
$413
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.27% |
$3.68K - $4.38K
|
1.12K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.51% |
$3.68K - $4.38K
|
589
$81.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 100.0% |
$2.46K - $2.92K
|
4
$551
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2+ 0.5% |
$2.46K - $2.92K
|
403
$55.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2+ 0.29% |
$2.46K - $2.92K
|
686
$94.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.46% |
$2.46K - $2.92K
|
434
$59.8K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 1.16% |
$2.46K - $2.92K
|
175
$24.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$2.46K - $2.92K
|
2
$276
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$2.46K - $2.92K
|
2
$276
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1New |
$1.23K - $1.46K
|
1
$138
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1+ 0.19% |
$1.23K - $1.46K
|
519
$71.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.89% |
$1.23K - $1.46K
|
113
$15.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.27% |
$1.23K - $1.46K
|
80
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
$1.23K - $1.46K
|
1
$138
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$1.23K - $1.46K
|
214
$29.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.25% |
$1.23K - $1.46K
|
394
$54.3K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1New |
$1.23K - $1.46K
|
1
$138
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 33.33% |
$1.23K - $1.46K
|
2
$276
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1Closed |
$1.23K - $1.46K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1- 0.41% |
$1.23K - $1.46K
|
240
$33.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 11.11% |
$2.46K - $2.92K
|
16
$2.2K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2- 0.58% |
$2.46K - $2.92K
|
345
$47.5K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 16.67% |
$3.68K - $4.38K
|
15
$2.07K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3Closed |
$3.68K - $4.38K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 2.7% |
$4.91K - $5.83K
|
144
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 11.76% |
$4.91K - $5.83K
|
30
$4.13K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.37% |
$4.91K - $5.83K
|
1.07K
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5- 1.82% |
$6.14K - $7.29K
|
269
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 6.38% |
$7.37K - $8.75K
|
88
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-6- 0.15% |
$7.37K - $8.75K
|
3.95K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-7- 4.38% |
$8.59K - $10.2K
|
153
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7- 1.13% |
$8.59K - $10.2K
|
611
$84.2K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 2.92% |
$9.82K - $11.7K
|
266
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8- 3.36% |
$9.82K - $11.7K
|
230
$31.7K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9- 1.85% |
$11K - $13.1K
|
477
$65.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10- 1.46% |
$12.3K - $14.6K
|
677
$93.3K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 43.48% |
$12.3K - $14.6K
|
13
$1.79K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12- 4.9% |
$14.7K - $17.5K
|
233
$32.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12- 0.76% |
$14.7K - $17.5K
|
1.57K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13- 4.13% |
$16K - $19K
|
302
$41.6K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14- 0.75% |
$17.2K - $20.4K
|
1.85K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-15- 75.0% |
$18.4K - $21.9K
|
5
$689
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16- 2.93% |
$19.6K - $23.3K
|
531
$73.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 6.4% |
$19.6K - $23.3K
|
234
$32.2K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-18- 0.09% |
$22.1K - $26.3K
|
19.9K
$2.74M
|