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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
191
shares
|
$264,126
0.0% of portfolio
|
Q4 2024
Reduced 31.05%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
190
shares
|
$262,743
0.02% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
189
shares
|
$261,360
0.0% of portfolio
|
Q4 2024
Added 310.87%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
188
shares
|
$259,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
188
shares
|
$259,977
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
187
shares
|
$258,594
0.0% of portfolio
|
Q4 2024
Reduced 22.41%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
184
shares
|
$254,446
0.0% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
184
shares
|
$254,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
183
shares
|
$253,063
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
181
shares
|
$250,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
175
shares
|
$242,000
0.05% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
174
shares
|
$240,617
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
173
shares
|
$239,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
173
shares
|
$239,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
172
shares
|
$237,851
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
172
shares
|
$237,851
0.0% of portfolio
|
Q4 2024
Reduced 97.0%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
167
shares
|
$230,937
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
165
shares
|
$228,171
0.05% of portfolio
|
Q4 2024
Reduced 82.16%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
165
shares
|
$228,171
0.0% of portfolio
|
Q4 2024
Reduced 74.65%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
163
shares
|
$225,406
0.03% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
161
shares
|
$222,640
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
160
shares
|
$221,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
160
shares
|
$221,257
0.0% of portfolio
|
Q4 2024
Reduced 17.95%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
160
shares
|
$221,257
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
159
shares
|
$219,874
0.01% of portfolio
|
Q4 2024
New holding
|