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 |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
22
shares
|
$30,422
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
21
shares
|
$29,040
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
20
shares
|
$27,657
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$27,657
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
20
shares
|
$27,657
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
20
shares
|
$27,657
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
19
shares
|
$26,274
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
18
shares
|
$24,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
18
shares
|
$24,891
0.01% of portfolio
|
Q2 2021
Reduced 99.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$24,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
16
shares
|
$22,125
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16
shares
|
$22,125
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
16
shares
|
$22,125
0.01% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
15
shares
|
$20,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
15
shares
|
$20,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
13
shares
|
$17,977
0.0% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$16,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
11
shares
|
$15,211
0.01% of portfolio
|
Q4 2024
Reduced 83.08%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$13,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$13,828
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$13,828
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9
shares
|
$12,445
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$11,062
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
8
shares
|
$11,062
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
7
shares
|
$9,680
0.0% of portfolio
|
Q4 2024
New holding
|