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 503 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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
10
shares
|
$1,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
10
shares
|
$1,595
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$1,276
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
7
shares
|
$1,116
0.0% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$1,116
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6
shares
|
$957
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5
shares
|
$797
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$797
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
5
shares
|
$797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
5
shares
|
$797
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5
shares
|
$797
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4
shares
|
$638
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4
shares
|
$638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$638
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
3
shares
|
$478
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3
shares
|
$478
0.0% of portfolio
|
Q3 2025
Reduced 85.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2
shares
|
$319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|