Purchases and Sales Made in Q3 2023 in Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
36+ 9.89% |
$22.1K - $26.7K
|
400
$492K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
31+ 6.83% |
$19.1K - $23K
|
485
$597K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31New |
$19.1K - $23K
|
31
$38.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
30New |
$18.4K - $22.2K
|
30
$36.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26+ 5.8% |
$16K - $19.3K
|
474
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25New |
$15.4K - $18.5K
|
25
$30.8K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
23+ 4.71% |
$14.1K - $17.1K
|
511
$629K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
19+ 1.35% |
$11.7K - $14.1K
|
1.43K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 1.56% |
$9.84K - $11.9K
|
1.04K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16New |
$9.84K - $11.9K
|
16
$19.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
16+ 1.67% |
$9.84K - $11.9K
|
976
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
14+ 5.36% |
$8.61K - $10.4K
|
275
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 2.07% |
$7.99K - $9.64K
|
642
$790K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
10+ 250.0% |
$6.15K - $7.42K
|
14
$17.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
8+ 0.56% |
$4.92K - $5.93K
|
1.44K
$1.78M
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.35% |
$4.3K - $5.19K
|
2.02K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7+ 0.06% |
$4.3K - $5.19K
|
11.7K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 0.01% |
$3.69K - $4.45K
|
49.6K
$61M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$7.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$3.69K - $4.45K
|
6
$7.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 50.0% |
$3.07K - $3.71K
|
15
$18.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4+ 0.49% |
$2.46K - $2.97K
|
813
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.02% |
$1.84K - $2.22K
|
18.5K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3New |
$1.84K - $2.22K
|
3
$3.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.89% |
$1.84K - $2.22K
|
339
$417K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.68% |
$1.84K - $2.22K
|
444
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 8.7% |
$1.23K - $1.48K
|
25
$30.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$1.23K - $1.48K
|
4.85K
$5.96M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 8.7% |
$1.23K - $1.48K
|
25
$30.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.23% |
$615 - $742
|
435
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.43% |
$615 - $742
|
71
$87.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$615 - $742
|
1
$1.23K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$615 - $742
|
1
$1.23K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1- 2.0% |
$615 - $742
|
49
$60.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1- 2.0% |
$615 - $742
|
49
$60.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 66.67% |
$1.23K - $1.48K
|
1
$1.23K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 0.29% |
$1.23K - $1.48K
|
685
$843K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 15.38% |
$1.23K - $1.48K
|
11
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-2- 0.4% |
$1.23K - $1.48K
|
498
$613K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-3- 0.44% |
$1.84K - $2.22K
|
678
$834K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 4.0% |
$1.84K - $2.22K
|
72
$88.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3- -0.0% |
$1.84K - $2.22K
|
67K
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.81% |
$1.84K - $2.22K
|
369
$454K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 14.29% |
$3.07K - $3.71K
|
30
$36.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 5.13% |
$3.69K - $4.45K
|
111
$137K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-7- 11.48% |
$4.3K - $5.19K
|
54
$66.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 27.27% |
$5.53K - $6.67K
|
24
$29.5K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10- 0.26% |
$6.15K - $7.42K
|
3.85K
$4.74M
|