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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$1,355.81 +4.56 (+0.34%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Coca-Cola Consolidated (NASDAQ:COKE)

Current
Institutional Ownership
Percentage
48.24%
Number of
Institutional Buyers
(last 12 months)
284
Total
Institutional Inflows
(last 12 months)
$2.33B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$705.31M
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COKE Institutional Buying and Selling by Quarter

Coca-Cola Consolidated Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cerity Partners LLC524$707K0.0%+217.6%0.006%
4/30/2025Allworth Financial LP57$79K0.0%+58.3%0.001%
4/30/2025Nisa Investment Advisors LLC936$1.26M0.0%+437.9%0.011%
4/30/2025Axxcess Wealth Management LLC235$317K0.0%+25.0%0.003%
4/30/2025Linden Thomas Advisory Services LLC265$358K0.0%+3.5%0.003%
4/30/2025Stratos Wealth Partners LTD.677$915K0.0%-1.5%0.008%
4/29/2025U.S. Capital Wealth Advisors LLC2,490$3.36M0.1%-4.6%0.029%
4/29/2025Envestnet Asset Management Inc.1,652$2.23M0.0%+18.0%0.019%
4/29/2025Cloud Capital Management LLC300$404K0.3%N/A0.003%
4/29/2025Bank of New York Mellon Corp60,812$82.10M0.0%+4.4%0.698%
4/29/2025Wayfinding Financial LLC34$46K0.0%N/A0.000%
4/29/2025Truist Financial Corp28,881$38.99M0.1%+2.1%0.331%
4/29/2025Strategic Blueprint LLC466$629K0.0%-20.1%0.005%
4/28/2025 Principal Financial Group Inc.13,569$18.32M0.0%+0.3%0.156%
4/28/2025 Meritage Portfolio Management911$1.23M0.1%+5.8%0.010%
4/28/2025 Teacher Retirement System of Texas2,305$3.11M0.0%-36.7%0.026%
4/25/2025 Amalgamated Bank2,771$3.74M0.0%-3.7%0.032%
4/25/2025 Monument Capital Management3,955$5.34M1.6%+0.3%0.045%
4/25/2025 KBC Group NV230$311K0.0%+15.6%0.003%
4/24/2025 J. L. Bainbridge & Co. Inc.150$202K0.0%N/A0.002%
4/24/2025 Marathon Asset Management Ltd8,774$11.85M0.4%-24.0%0.101%
4/24/2025 Sunbelt Securities Inc.121$163K0.0%+17.5%0.001%
4/24/2025 Allspring Global Investments Holdings LLC6,542$9.09M0.0%-25.9%0.075%
4/24/2025 Illinois Municipal Retirement Fund2,615$3.53M0.1%-26.2%0.030%
4/23/2025 HBK Sorce Advisory LLC357$481K0.0%+2.9%0.004%
4/23/2025 Spire Wealth Management69$92K0.0%+115.6%0.001%
4/23/2025 Lecap Asset Management Ltd.239$323K0.1%N/A0.003%
4/21/2025 Retirement Systems of Alabama14,645$19.77M0.1%+5.1%0.168%
4/21/2025 Johnson Investment Counsel Inc.2,446$3.30M0.0%+20.7%0.028%
4/21/2025 State of Alaska Department of Revenue3,973$5.36M0.1%+0.3%0.046%
4/18/2025 Mezzasalma Advisors LLC666$899K0.3%+48.3%0.008%
4/17/2025 Janney Montgomery Scott LLC1,943$2.62M0.0%N/A0.022%
4/17/2025 Trust Point Inc.196$265K0.0%-13.7%0.002%
4/17/2025 D Orazio & Associates Inc.155$209K0.0%N/A0.002%
4/17/2025 Exchange Traded Concepts LLC591$798K0.0%+6.1%0.007%
4/17/2025 Sound Income Strategies LLC40$54K0.0%-45.2%0.000%
4/17/2025 Ritholtz Wealth Management2,172$2.93M0.1%-8.9%0.025%
4/17/2025 Vaughan Nelson Investment Management L.P.35,018$47.27M0.5%-11.7%0.402%
4/16/2025 Wealth Enhancement Advisory Services LLC1,658$2.24M0.0%+29.1%0.019%
4/16/2025 Pullen Investment Management LLC1,699$2.29M1.4%+3.0%0.019%
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4/16/2025 BTS Asset Management Inc.248$335K0.4%N/A0.003%
4/15/2025 Fifth Third Bancorp62$84K0.0%+40.9%0.001%
4/15/2025 GAMMA Investing LLC135$182K0.0%+29.8%0.002%
4/14/2025 Yousif Capital Management LLC1,425$1.92M0.0%-2.1%0.016%
4/14/2025 Pallas Capital Advisors LLC329$444K0.0%N/A0.004%
4/14/2025 Farther Finance Advisors LLC200$278K0.0%+27.4%0.002%
4/14/2025 UMB Bank n.a.87$117K0.0%+70.6%0.001%
4/11/2025 Signal Advisors Wealth LLC241$326K0.0%+9.5%0.003%
4/11/2025 Vest Financial LLC2,649$3.58M0.1%N/A0.030%
4/9/2025 Wright Investors Service Inc.342$462K0.2%N/A0.004%
4/8/2025 Rhumbline Advisers16,086$21.72M0.0%+1.0%0.185%
4/7/2025 Summit Global Investments981$1.33M0.1%-40.9%0.011%
4/7/2025 GAMMA Investing LLC182,250$246.04M0.0%+175,140.4%2.091%
3/24/2025Wellington Management Group LLP3,296$4.15M0.0%+33.1%0.038%
3/18/2025California State Teachers Retirement System5,124$6.46M0.0%-1.1%0.059%
3/17/2025 Wealth Enhancement Advisory Services LLC1,284$1.62M0.0%-7.1%0.015%
2/28/2025Brooklyn FI LLC3,520$4.41M0.7%N/A0.040%
2/27/2025Jefferies Financial Group Inc.642$809K0.0%N/A0.007%
2/24/2025 Pullen Investment Management LLC1,649$2.08M1.4%+46.4%0.019%
2/19/2025Public Employees Retirement System of Ohio2,241$2.82M0.0%-6.1%0.026%
2/18/2025 Sunbelt Securities Inc.103$128K0.0%+10.8%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,866$19.99M0.0%+9.4%0.181%
2/17/2025Vident Advisory LLC1,759$2.22M0.0%-14.4%0.020%
2/17/2025Sovereign s Capital Management LLC3,215$4.05M2.6%N/A0.037%
2/17/2025Squarepoint Ops LLC830$1.05M0.0%N/A0.009%
2/17/2025Two Sigma Advisers LP300$378K0.0%N/A0.003%
2/17/2025Two Sigma Investments LP672$847K0.0%-73.4%0.008%
2/17/2025Redwood Investment Management LLC1,147$1.45M0.1%N/A0.013%
2/17/2025ProShare Advisors LLC276$348K0.0%+7.4%0.003%
2/17/2025Quantinno Capital Management LP423$533K0.0%+41.5%0.005%
2/17/2025Man Group plc10,135$12.77M0.0%-23.5%0.116%
2/17/2025Nomura Holdings Inc.782$985K0.0%N/A0.009%
2/17/2025Nuveen Asset Management LLC14,960$18.85M0.0%-37.4%0.171%
2/17/2025Numerai GP LLC917$1.16M0.3%N/A0.010%
2/17/2025Occudo Quantitative Strategies LP435$548K0.1%+73.3%0.005%
2/17/2025Mubadala Investment Co PJSC1,951$2.46M0.0%N/A0.022%
2/17/2025NDVR Inc.309$389K0.4%+7.3%0.004%
2/17/2025Millennium Management LLC73,566$92.69M0.0%-29.2%0.840%
2/17/2025Lazard Asset Management LLC4,689$5.91M0.0%-37.2%0.054%
2/17/2025Janus Henderson Group PLC21,617$27.23M0.0%-5.2%0.247%
2/17/2025Jefferies Financial Group Inc.642$809K0.0%N/A0.007%
2/17/2025Gotham Asset Management LLC1,003$1.26M0.0%-16.1%0.011%
2/17/2025Focus Partners Wealth4,694$5.94M0.0%-4.2%0.054%
2/17/2025Ethic Inc.788$993K0.0%N/A0.009%
2/17/2025Estuary Capital Management LP34,004$42.85M12.5%N/A0.388%
2/17/2025Deutsche Bank AG708$892K0.0%+14.7%0.008%
2/17/2025D. E. Shaw & Co. Inc.31,855$40.14M0.0%+46.4%0.364%
2/17/2025EP Wealth Advisors LLC586$738K0.0%-4.2%0.007%
2/17/2025CoreCap Advisors LLC250$315K0.0%+5.9%0.003%
2/17/2025Cresset Asset Management LLC1,808$2.28M0.0%-1.1%0.021%
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2/17/2025Cubist Systematic Strategies LLC8,861$11.17M0.1%+33.3%0.101%
2/17/2025Cetera Investment Advisers1,778$2.24M0.0%+0.8%0.020%
2/17/2025Brevan Howard Capital Management LP418$527K0.0%N/A0.005%
2/17/2025Captrust Financial Advisors430$542K0.0%-14.2%0.005%
2/17/2025Balyasny Asset Management L.P.1,945$2.45M0.0%-88.8%0.022%
2/17/2025Baird Financial Group Inc.1,108$1.40M0.0%+10.4%0.013%
2/17/2025Bank of America Corp DE7,922$9.98M0.0%-43.8%0.090%
2/17/2025Benjamin Edwards Inc.955$1.20M0.0%+3.7%0.011%
2/17/2025BNP Paribas Financial Markets1,105$1.39M0.0%-25.0%0.013%
2/17/2025Ameriprise Financial Inc.43,896$55.31M0.0%+4.4%0.501%
(Data available from 1/1/2016 forward)

COKE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COKE shares?

During the previous two years, 436 institutional investors and hedge funds held shares of Coca-Cola Consolidated. The most heavily invested institutionals were Vanguard Group Inc. ($729.43M), Norges Bank ($284.42M), State Street Corp ($226.96M), International Assets Investment Management LLC ($201.02M), Diversified Trust Co ($184.27M), FMR LLC ($165.70M), and Geode Capital Management LLC ($162.33M).Learn more on COKE's institutional investors.

What percentage of Coca-Cola Consolidated stock is owned by institutional investors?

48.24% of Coca-Cola Consolidated stock is owned by institutional investors. Learn more on COKE's institutional investor holdings.

Which institutional investors have been buying Coca-Cola Consolidated stock?

Of the 358 institutional investors that purchased Coca-Cola Consolidated stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($529.64K), Proficio Capital Partners LLC ($453.54K), Norges Bank ($428.38K), GAMMA Investing LLC ($182.25K), Millennium Management LLC ($160.52K), Vaughan Nelson Investment Management L.P. ($112.16K), and Wallace Capital Management Inc. ($83.32K).

How much institutional buying is happening at Coca-Cola Consolidated?

Institutional investors have bought a total of 3,045,460 shares in the last 24 months. This purchase volume represents approximately $3.28B in transactions.

Which Coca-Cola Consolidated major shareholders have been selling company stock?

Of the 225 institutional investors that sold Coca-Cola Consolidated stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vaughan Nelson Investment Management L.P. ($77.14K), FMR LLC ($62.21K), Allspring Global Investments Holdings LLC ($36.70K), Assenagon Asset Management S.A. ($36.09K), Acadian Asset Management LLC ($35.94K), Millennium Management LLC ($30.31K), and Los Angeles Capital Management LLC ($30.18K).

How much institutional selling is happening at Coca-Cola Consolidated?

Institutional investors have sold a total of 773,563 shares in the last 24 months. This volume of shares sold represents approximately $861.87M in transactions.



This page (NASDAQ:COKE) was last updated on 4/30/2025 by MarketBeat.com Staff
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