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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$9,680
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
7
shares
|
$9,680
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7
shares
|
$9,680
0.0% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
7
shares
|
$9,680
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$8,297
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
6
shares
|
$8,297
0.0% of portfolio
|
Q3 2022
Reduced 45.45%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
6
shares
|
$8,297
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6
shares
|
$8,297
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$8,297
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
5
shares
|
$6,914
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5
shares
|
$6,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$6,914
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
5
shares
|
$6,914
0.0% of portfolio
|
Q4 2021
Reduced 87.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5
shares
|
$6,914
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$5,531
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4
shares
|
$5,531
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
4
shares
|
$5,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3
shares
|
$4,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3
shares
|
$4,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
3
shares
|
$4,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
3
shares
|
$4,148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3
shares
|
$4,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3
shares
|
$4,148
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
2
shares
|
$2,765
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2
shares
|
$2,765
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|