Purchases and Sales Made in Q4 2023 in Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
131New |
$81.4K - $124K
|
131
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
119New |
$74K - $113K
|
119
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
108+ 2.25% |
$67.1K - $102K
|
4.9K
$6.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
105New |
$65.3K - $99.6K
|
105
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$62.2K - $94.9K
|
100
$129K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100+ 48.08% |
$62.2K - $94.9K
|
308
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
98+ 20.68% |
$60.9K - $93K
|
572
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
97New |
$60.3K - $92.1K
|
97
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
91+ 28.53% |
$56.6K - $86.4K
|
410
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
85+ 8.96% |
$52.8K - $80.7K
|
1.03K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
76+ 13.31% |
$47.2K - $72.1K
|
647
$834K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
74New |
$46K - $70.2K
|
74
$95.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
68+ 1.71% |
$42.3K - $64.5K
|
4.05K
$5.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
63+ 0.74% |
$39.2K - $59.8K
|
8.57K
$11.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
55+ 10.54% |
$34.2K - $52.2K
|
577
$744K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
53+ 2.63% |
$32.9K - $50.3K
|
2.07K
$2.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
45+ 2.73% |
$28K - $42.7K
|
1.69K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40New |
$24.9K - $38K
|
40
$51.6K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
39+ 1.92% |
$24.2K - $37K
|
2.07K
$2.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 3.07% |
$21.1K - $32.3K
|
1.14K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
33New |
$20.5K - $31.3K
|
33
$42.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31+ 2.09% |
$19.3K - $29.4K
|
1.51K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29+ 6.55% |
$18K - $27.5K
|
472
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 20.45% |
$16.8K - $25.6K
|
159
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
25+ 1.73% |
$15.5K - $23.7K
|
1.47K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 27.03% |
$12.4K - $19K
|
94
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
20+ 0.68% |
$12.4K - $19K
|
2.96K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
20New |
$12.4K - $19K
|
20
$25.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19+ 0.19% |
$11.8K - $18K
|
9.94K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
19+ 3.44% |
$11.8K - $18K
|
572
$738K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
17+ 0.11% |
$10.6K - $16.1K
|
15K
$19.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17New |
$10.6K - $16.1K
|
17
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17+ 1.17% |
$10.6K - $16.1K
|
1.47K
$1.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16+ 1.74% |
$9.94K - $15.2K
|
937
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
15+ 2.06% |
$9.32K - $14.2K
|
743
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14+ 0.91% |
$8.7K - $13.3K
|
1.55K
$2M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
12+ 1.08% |
$7.46K - $11.4K
|
1.12K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12New |
$7.46K - $11.4K
|
12
$15.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
12+ 1.77% |
$7.46K - $11.4K
|
690
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 22.22% |
$7.46K - $11.4K
|
66
$85.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 44.0% |
$6.84K - $10.4K
|
36
$46.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11+ 2.23% |
$6.84K - $10.4K
|
505
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11+ 2.98% |
$6.84K - $10.4K
|
380
$490K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$6.22K - $9.49K
|
10
$12.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10New |
$6.22K - $9.49K
|
10
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 41.67% |
$6.22K - $9.49K
|
34
$43.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9+ 2.65% |
$5.59K - $8.54K
|
348
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8+ 2.01% |
$4.97K - $7.59K
|
406
$524K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.64% |
$4.97K - $7.59K
|
1.27K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8+ 25.0% |
$4.97K - $7.59K
|
40
$51.6K
|