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 |
|---|---|---|---|---|---|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
353
shares
|
$488,149
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
348
shares
|
$481,235
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
347
shares
|
$479,852
0.02% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
347
shares
|
$479,852
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
343
shares
|
$474,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
342
shares
|
$472,938
0.01% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
340
shares
|
$470,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
338
shares
|
$467,406
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
337
shares
|
$466,023
0.01% of portfolio
|
Q3 2024
Reduced 26.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
319
shares
|
$441,132
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
317
shares
|
$438,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
315
shares
|
$435,600
0.13% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
315
shares
|
$435,600
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
312
shares
|
$431,452
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
309
shares
|
$427,303
0.37% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
308
shares
|
$425,920
0.02% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
300
shares
|
$414,857
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$414,857
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$414,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
299
shares
|
$413,475
0.0% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
297
shares
|
$410,709
0.02% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
297
shares
|
$410,709
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
296
shares
|
$409,326
0.32% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
282
shares
|
$389,966
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
281
shares
|
$388,583
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|