Latest Institutional Transactions on Coca Cola Consolidated, Inc. (COKE)
This table provides information on the latest institutional transactions involving Coca Cola Consolidated, Inc. (COKE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.09KNew |
$518K - $629K
|
1.09K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-108- 5.24% |
$51.5K - $62.6K
|
1.95K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16New |
$7.63K - $9.27K
|
16
$20.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$3.34K - $4.06K
|
7
$8.78K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.02K- 68.67% |
$486K - $590K
|
465
$583K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
53.3KNew |
$25.4M - $30.9M
|
53.3K
$66.9M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$3.81K - $4.63K
|
8
$10K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32New |
$15.3K - $18.5K
|
32
$40.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 11.11% |
$477 - $579
|
8
$10K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 3.33% |
$477 - $579
|
29
$36.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$477 - $579
|
6
$7.53K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2New |
$953 - $1.16K
|
2
$2.51K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
2+ 200.0% |
$953 - $1.16K
|
3
$3.76K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$477 - $579
|
7
$8.78K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50New |
$23.8K - $29K
|
50
$62.7K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
961New |
$458K - $557K
|
961
$1.21M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8Closed |
$3.43K - $4.33K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 57.63% |
$14.6K - $18.4K
|
25
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
500New |
$215K - $271K
|
500
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
461New |
$198K - $250K
|
461
$578K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
571New |
$245K - $309K
|
571
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
505New |
$217K - $273K
|
505
$633K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
25New |
$10.7K - $13.5K
|
25
$31.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
188New |
$80.7K - $102K
|
188
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.65% |
$429 - $541
|
154
$193K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-149- 5.39% |
$63.9K - $80.7K
|
2.62K
$3.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$429 - $541
|
2
$2.51K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-20- 2.3% |
$8.58K - $10.8K
|
850
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5New |
$2.15K - $2.71K
|
5
$6.27K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$858 - $1.08K
|
3
$3.76K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$858 - $1.08K
|
2
$2.51K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-85Closed |
$34.8K - $49.6K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.58K+ 846.58% |
$1.88M - $2.67M
|
5.12K
$6.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-18- 1.74% |
$7.38K - $10.5K
|
1.02K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23- 3.8% |
$9.42K - $13.4K
|
583
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.39KNew |
$980K - $1.4M
|
2.39K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.82K+ 92.57% |
$746K - $1.06M
|
3.79K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42+ 2.38% |
$17.2K - $24.5K
|
1.81K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-191- 14.11% |
$78.3K - $111K
|
1.16K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$819K - $1.17M
|
2K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.06KNew |
$436K - $621K
|
1.06K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155New |
$63.5K - $90.5K
|
155
$194K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8- 32.0% |
$3.28K - $4.67K
|
17
$21.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 75.0% |
$1.23K - $1.75K
|
1
$1.25K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$820 - $1.17K
|
2
$2.51K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 45.45% |
$2.05K - $2.92K
|
6
$7.53K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
34New |
$13.9K - $19.8K
|
34
$42.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4New |
$1.64K - $2.33K
|
4
$5.02K
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
3.84KNew |
$1.57M - $2.24M
|
3.84K
$4.81M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5+ 250.0% |
$2.05K - $2.92K
|
7
$8.78K
|
|