Institutional Ownership Coca Cola Consolidated, Inc. (COKE)
This table provides information about the institutional ownership of Coca Cola Consolidated, Inc. (COKE). We have compiled data on the 489 institutions that hold shares in the stock, with a total of 3.62 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zebra Capital Management LLC
Stamford, CT |
May 15, 2023 Q1 2023 |
600
shares
|
$829,715
1.6% of portfolio
|
Q1 2023
Reduced 47.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
586
shares
|
$810,355
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
583
shares
|
$806,207
0.05% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
571
shares
|
$789,613
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
557
shares
|
$770,253
0.01% of portfolio
|
Q4 2024
Reduced 69.94%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
550
shares
|
$760,573
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
547
shares
|
$756,424
0.04% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
543
shares
|
$750,892
0.02% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
537
shares
|
$742,595
0.46% of portfolio
|
Q4 2024
Added 49.17%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
525
shares
|
$726,001
0.01% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
521
shares
|
$720,470
0.37% of portfolio
|
Q4 2024
Reduced 89.97%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
518
shares
|
$716,321
0.01% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
515
shares
|
$712,172
0.01% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
514
shares
|
$710,790
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
510
shares
|
$705,258
0.06% of portfolio
|
Q4 2024
Reduced 28.87%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
506
shares
|
$699,727
0.0% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
505
shares
|
$698,344
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
500
shares
|
$691,430
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$691,430
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
495
shares
|
$684,515
0.12% of portfolio
|
Q4 2024
Added 45.16%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
488
shares
|
$674,835
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
486
shares
|
$672,069
0.01% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
474
shares
|
$655,475
0.02% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
467
shares
|
$645,795
0.01% of portfolio
|
Q3 2020
Reduced 0.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
461
shares
|
$637,498
0.02% of portfolio
|
Q4 2022
New holding
|