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 507 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
371
shares
|
$59,189
0.01% of portfolio
|
Q2 2025
Added 902.7%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
340
shares
|
$54,243
0.02% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
333
shares
|
$53,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
319
shares
|
$50,893
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$47,862
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
300
shares
|
$47,862
0.01% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
297
shares
|
$47,383
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
297
shares
|
$47,383
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
296
shares
|
$47,223
0.32% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
280
shares
|
$44,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
272
shares
|
$43,394
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
264
shares
|
$42,118
0.0% of portfolio
|
Q3 2025
Reduced 93.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
261
shares
|
$41,639
0.0% of portfolio
|
Q3 2025
Added 115.7%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
258
shares
|
$41,161
0.01% of portfolio
|
Q4 2025
Added 1.98%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
250
shares
|
$39,885
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
250
shares
|
$39,885
0.0% of portfolio
|
Q3 2025
Reduced 80.11%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
230
shares
|
$36,694
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
230
shares
|
$36,694
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
229
shares
|
$36,534
0.02% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
222
shares
|
$35,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
220
shares
|
$35,098
0.0% of portfolio
|
Q3 2025
Added 175.0%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
217
shares
|
$34,620
0.0% of portfolio
|
Q3 2025
Reduced 88.63%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
215
shares
|
$34,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
214
shares
|
$34,141
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
213
shares
|
$33,982
0.01% of portfolio
|
Q3 2025
New holding
|
|