Purchases and Sales Made in Q2 2025 in Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
46+ 1150.0% |
$4.86K - $65.1K
|
50
$5.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46+ 135.29% |
$4.86K - $65.1K
|
80
$9.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 900.0% |
$4.76K - $63.7K
|
50
$5.73K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
40New |
$4.23K - $56.6K
|
40
$4.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
36+ 900.0% |
$3.81K - $51K
|
40
$4.58K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
32+ 1600.0% |
$3.38K - $45.3K
|
34
$3.89K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30New |
$3.17K - $42.5K
|
30
$3.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 2900.0% |
$3.07K - $41.1K
|
30
$3.44K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
27+ 900.0% |
$2.85K - $38.2K
|
30
$3.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
27+ 900.0% |
$2.85K - $38.2K
|
30
$3.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27+ 900.0% |
$2.85K - $38.2K
|
30
$3.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
21New |
$2.22K - $29.7K
|
21
$2.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18+ 900.0% |
$1.9K - $25.5K
|
20
$2.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 566.67% |
$1.8K - $24.1K
|
20
$2.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.06K - $14.2K
|
10
$1.15K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10New |
$1.06K - $14.2K
|
10
$1.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$1.06K - $14.2K
|
10
$1.15K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$1.06K - $14.2K
|
10
$1.15K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$1.06K - $14.2K
|
10
$1.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 900.0% |
$951 - $12.7K
|
10
$1.15K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 900.0% |
$951 - $12.7K
|
10
$1.15K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 400.0% |
$846 - $11.3K
|
10
$1.15K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 400.0% |
$846 - $11.3K
|
10
$1.15K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$529 - $7.08K
|
5
$573
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$423 - $5.66K
|
4
$458
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
3New |
$317 - $4.25K
|
3
$344
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$211 - $2.83K
|
2
$229
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2New |
$211 - $2.83K
|
2
$229
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 66.67% |
$211 - $2.83K
|
1
$115
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18- 14.88% |
$1.9K - $25.5K
|
103
$11.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-630- 75.9% |
$66.6K - $892K
|
200
$22.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 41.8% |
$175K - $2.34M
|
2.3K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.02K- 12.82% |
$213K - $2.86M
|
13.7K
$1.57M
|