Purchases and Sales Made in Q2 2023 in Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
69+ 5.05% |
$35.9K - $47.8K
|
1.44K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
64+ 7.74% |
$33.3K - $44.3K
|
891
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 5.96% |
$30.2K - $40.1K
|
1.03K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
54+ 0.18% |
$28.1K - $37.4K
|
29.8K
$36.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
51+ 3.78% |
$26.5K - $35.3K
|
1.4K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
46+ 170.37% |
$23.9K - $31.8K
|
73
$89.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45New |
$23.4K - $31.2K
|
45
$55.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 2.4% |
$20.8K - $27.7K
|
1.71K
$2.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37New |
$19.2K - $25.6K
|
37
$45.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
35+ 0.41% |
$18.2K - $24.2K
|
8.51K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
35+ 0.44% |
$18.2K - $24.2K
|
7.92K
$9.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
32New |
$16.6K - $22.2K
|
32
$39.4K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
27+ 1.75% |
$14K - $18.7K
|
1.57K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25+ 2.77% |
$13K - $17.3K
|
929
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 4.15% |
$8.32K - $11.1K
|
402
$495K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 65.0% |
$6.76K - $9K
|
33
$40.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11New |
$5.72K - $7.61K
|
11
$13.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$5.2K - $6.92K
|
10
$12.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
8+ 0.18% |
$4.16K - $5.54K
|
4.33K
$5.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7+ 2.76% |
$3.64K - $4.85K
|
261
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 1.13% |
$3.64K - $4.85K
|
629
$774K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6+ 1.36% |
$3.12K - $4.15K
|
448
$551K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5New |
$2.6K - $3.46K
|
5
$6.15K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 16.67% |
$2.6K - $3.46K
|
35
$43.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.83% |
$2.6K - $3.46K
|
605
$745K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 9.52% |
$1.04K - $1.38K
|
23
$28.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 200.0% |
$1.04K - $1.38K
|
3
$3.69K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 9.52% |
$1.04K - $1.38K
|
23
$28.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.2% |
$1.04K - $1.38K
|
1.02K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 8.0% |
$1.04K - $1.38K
|
27
$33.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 16.67% |
$520 - $692
|
7
$8.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1New |
$520 - $692
|
1
$1.23K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$520 - $692
|
1
$1.23K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.24% |
$520 - $692
|
426
$524K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.61% |
$520 - $692
|
63
$77.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1+ 0.12% |
$520 - $692
|
809
$996K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 4.76% |
$520 - $692
|
22
$27.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1- 0.15% |
$520 - $692
|
687
$846K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 12.5% |
$520 - $692
|
7
$8.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 23.08% |
$1.56K - $2.08K
|
10
$12.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 31.58% |
$3.12K - $4.15K
|
13
$16K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 1.14% |
$3.12K - $4.15K
|
519
$639K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7- 1.12% |
$3.64K - $4.85K
|
617
$759K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 19.23% |
$5.2K - $6.92K
|
42
$51.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-15- 1.54% |
$7.8K - $10.4K
|
960
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15- 1.29% |
$7.8K - $10.4K
|
1.15K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-16- 3.15% |
$8.32K - $11.1K
|
492
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-16- 88.89% |
$8.32K - $11.1K
|
2
$2.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 1.22% |
$9.88K - $13.2K
|
1.54K
$1.9M
|