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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$114.23 +0.72 (+0.63%)
Closing price 08/7/2025 04:00 PM Eastern
Extended Trading
$114.30 +0.07 (+0.06%)
As of 04:06 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
48.24%
Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$729.70M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$82.90M
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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
8/7/2025ProShare Advisors LLC2,600$290K0.0%+931.7%0.003%
8/7/2025CSM Advisors LLC2,360$263K0.0%N/A0.003%
8/7/2025Parkside Financial Bank & Trust356$40K0.0%+2,442.9%0.000%
8/6/2025Savant Capital LLC3,179$355K0.0%+252.4%0.004%
8/6/2025 Eukles Asset Management340$38K0.0%+900.0%0.000%
8/6/2025OneAscent Wealth Management LLC8,547$954K0.4%N/A0.010%
8/6/2025Resona Asset Management Co. Ltd.4,550$508K0.0%+900.0%0.005%
8/6/2025ROI Financial Advisors LLC8,707$972K0.6%+1,211.3%0.010%
8/5/2025 Cassaday & Co Wealth Management LLC2,140$239K0.0%+900.0%0.002%
8/5/2025 Huntington National Bank840$94K0.0%+912.0%0.001%
8/5/2025 Bank of New York Mellon Corp600,152$67.01M0.0%+886.9%0.691%
8/5/2025 Freestone Capital Holdings LLC1,870$209K0.0%+1,061.5%0.002%
8/5/2025 Bank of Montreal Can75,533$8.43M0.0%+6,157.9%0.087%
8/5/2025 South Dakota Investment Council11,160$1.25M0.0%+900.0%0.013%
8/5/2025 State of Michigan Retirement System14,100$1.57M0.0%+907.1%0.016%
8/5/2025 Versor Investments LP5,913$660K0.1%N/A0.007%
8/4/2025 AlphaStar Capital Management LLC2,310$258K0.0%N/A0.003%
8/4/2025 Creekmur Asset Management LLC1,420$159K0.0%+886.1%0.002%
8/4/2025 Mesirow Financial Investment Management Inc.3,454$386K0.0%+901.2%0.004%
8/4/2025 Strs Ohio11,929$1.33M0.0%+744.2%0.014%
8/4/2025 Impact Partnership Wealth LLC4,582$512K0.1%N/A0.005%
8/4/2025 Amalgamated Bank26,774$2.99M0.0%+866.2%0.031%
8/4/2025 Retirement Systems of Alabama146,347$16.34M0.1%+899.3%0.168%
8/4/2025 FRG Family Wealth Advisors LLC3,000$335K0.1%+900.0%0.003%
8/4/2025 Assetmark Inc.17,803$1.99M0.0%+864.9%0.020%
8/4/2025 Templeton & Phillips Capital Management LLC19,880$2.22M1.6%+978.7%0.023%
8/4/2025 Keybank National Association OH3,791$423K0.0%+1,099.7%0.004%
8/4/2025 HBK Sorce Advisory LLC3,566$398K0.0%+898.9%0.004%
8/4/2025 Spire Wealth Management547$61K0.0%+692.8%0.001%
8/4/2025 World Investment Advisors2,309$258K0.0%N/A0.003%
8/4/2025 WNY Asset Management LLC6,698$748K0.1%+899.7%0.008%
8/1/2025 James Investment Research Inc.14,970$1.67M0.2%+692.5%0.017%
8/1/2025 Zhang Financial LLC2,000$223K0.0%+900.0%0.002%
8/1/2025 First National Trust Co4,310$481K0.0%+1,551.3%0.005%
8/1/2025 Tevis Investment Management3,000$335K0.2%+963.8%0.003%
8/1/2025 Teacher Retirement System of Texas27,151$3.03M0.0%+1,077.9%0.031%
8/1/2025 First Command Advisory Services Inc.950$106K0.0%+804.8%0.001%
8/1/2025 Envestnet Asset Management Inc.19,526$2.18M0.0%+1,082.0%0.022%
7/31/2025 Nisa Investment Advisors LLC1,120$125K0.0%+19.7%0.001%
7/31/2025 Pullen Investment Management LLC17,167$1.92M1.2%+910.4%0.020%
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7/31/2025 Brighton Jones LLC2,057$230K0.0%N/A0.002%
7/31/2025 Linden Thomas Advisory Services LLC2,108$235K0.0%+695.5%0.002%
7/31/2025 Leavell Investment Management Inc.2,166$242K0.0%+898.2%0.002%
7/31/2025 State of New Jersey Common Pension Fund D17,360$1.94M0.0%+900.0%0.020%
7/31/2025 AlphaQuest LLC1,908$213K0.0%+1,262.9%0.002%
7/30/2025 Paralel Advisors LLC19,790$2.21M0.1%+566.6%0.023%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,120$348K0.0%+900.0%0.004%
7/30/2025 Strategic Blueprint LLC4,583$512K0.0%+883.5%0.005%
7/30/2025 OLD Point Trust & Financial Services N A280$31K0.0%+900.0%0.000%
7/30/2025 Ethic Inc.8,659$965K0.0%+925.9%0.010%
7/30/2025 Whittier Trust Co.2,120$237K0.0%+960.0%0.002%
7/30/2025 Securian Asset Management Inc.4,464$498K0.0%+841.8%0.005%
7/29/2025 Salomon & Ludwin LLC1,257$146K0.0%+4,928.0%0.001%
7/29/2025 Mezzasalma Advisors LLC7,613$850K0.3%+1,043.1%0.009%
7/29/2025 TrueMark Investments LLC45,160$5.04M1.1%N/A0.052%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al12,880$1.44M0.0%N/A0.015%
7/29/2025 Mutual of America Capital Management LLC59,352$6.63M0.1%+924.0%0.068%
7/29/2025 VELA Investment Management LLC39,735$4.44M1.2%+905.9%0.046%
7/29/2025 Stratos Wealth Partners LTD.5,471$611K0.0%+708.1%0.006%
7/29/2025 Applied Finance Capital Management LLC2,070$231K0.0%N/A0.002%
7/29/2025 Oxbow Advisors LLC2,380$266K0.0%+900.0%0.003%
7/28/2025 Allianz Asset Management GmbH104,453$11.66M0.0%+944.1%0.120%
7/28/2025 Patten & Patten Inc. TN2,207$246K0.0%+898.6%0.003%
7/28/2025 New York State Teachers Retirement System74,119$8.28M0.0%+915.5%0.085%
7/28/2025 Ritholtz Wealth Management20,679$2.31M0.1%+852.1%0.024%
7/28/2025 Harbour Investments Inc.328$37K0.0%+1,071.4%0.000%
7/28/2025 Mowery & Schoenfeld Wealth Management LLC740$83K0.1%+900.0%0.001%
7/28/2025 Axxcess Wealth Management LLC2,189$244K0.0%+831.5%0.003%
7/25/2025 Kintegral Advisory LLC184,945$20.65M1.9%N/A0.212%
7/25/2025 Vest Financial LLC33,017$3.69M0.1%+1,146.4%0.038%
7/25/2025 Yousif Capital Management LLC13,513$1.51M0.0%+848.3%0.016%
7/25/2025 Allspring Global Investments Holdings LLC25,213$2.92M0.0%+285.4%0.029%
7/25/2025 Almanack Investment Partners LLC.3,943$440K0.1%+900.8%0.005%
7/25/2025 Meritage Portfolio Management8,630$964K0.1%+847.3%0.010%
7/25/2025 CWM LLC4,324$483K0.0%+452.9%0.005%
7/25/2025 Vanguard Personalized Indexing Management LLC6,126$684K0.0%+902.6%0.007%
7/25/2025 Johnson Investment Counsel Inc.31,177$3.48M0.0%+1,174.6%0.036%
7/24/2025 Inspire Investing LLC2,512$280K0.0%+973.5%0.003%
7/24/2025 Blue Trust Inc.828$92K0.0%+935.0%0.001%
7/24/2025 Monument Capital Management2,302$257K0.1%-41.8%0.003%
7/24/2025 IFP Advisors Inc19,739$2.20M0.1%+1,311.9%0.023%
7/24/2025 Callan Family Office LLC4,050$452K0.0%+1,608.9%0.005%
7/23/2025 Maryland State Retirement & Pension System2,820$315K0.0%+900.0%0.003%
7/23/2025 Louisiana State Employees Retirement System16,500$1.84M0.0%+870.6%0.019%
7/23/2025 Kingswood Wealth Advisors LLC8,452$944K0.1%+889.7%0.010%
7/23/2025 KLP Kapitalforvaltning AS11,900$1.33M0.0%+981.8%0.014%
7/22/2025 Accel Wealth Management2,409$269K0.1%+856.0%0.003%
7/21/2025 Vaughan Nelson Investment Management L.P.226,905$25.33M0.2%+548.0%0.260%
7/21/2025 Ameritas Advisory Services LLC1,366$153K0.0%+469.2%0.002%
7/18/2025 Truist Financial Corp289,493$32.32M0.0%+902.4%0.332%
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7/17/2025 Janney Montgomery Scott LLC18,722$2.09M0.0%+863.6%0.021%
7/17/2025 Sound Income Strategies LLC402$45K0.0%+905.0%0.000%
7/17/2025 Independence Bank of Kentucky5,500$614K0.1%+900.0%0.006%
7/17/2025 Walker Asset Management LLC2,000$223K0.1%+900.0%0.002%
7/17/2025 Beacon Capital Management LLC402$45K0.0%+905.0%0.000%
7/17/2025 KG&L Capital Management LLC22,860$2.55M0.8%+3,075.0%0.026%
7/16/2025 Signaturefd LLC800$89K0.0%+875.6%0.001%
7/16/2025 State of Alaska Department of Revenue39,435$4.40M0.0%+892.6%0.045%
7/16/2025 Beaumont Financial Advisors LLC1,910$213K0.0%+905.3%0.002%
7/16/2025 Strategic Investment Solutions Inc. IL540$60K0.0%+900.0%0.001%
(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, 475 institutional investors and hedge funds held shares of Coca-Cola Consolidated. The most heavily invested institutionals were Vanguard Group Inc. ($766.89M), Jones Financial Companies Lllp ($677.78M), Norges Bank ($284.42M), Boston Partners ($233.35M), State Street Corp ($226.96M), International Assets Investment Management LLC ($201.02M), and FMR LLC ($165.70M).Learn more on Coca-Cola Consolidated's institutional investors.

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

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

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

Of the 402 institutional investors that purchased Coca-Cola Consolidated's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($2.09M), Diversified Trust Co ($1.32M), Bank of New York Mellon Corp ($549.90K), International Assets Investment Management LLC ($529.64K), Jones Financial Companies Lllp ($502.02K), Proficio Capital Partners LLC ($453.54K), and Norges Bank ($428.38K).

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

Institutional investors have bought a total of 8,094,339 shares in the last 24 months. This purchase volume represents approximately $944.55M in transactions.

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

Of the 178 institutional investors that sold Coca-Cola Consolidated's 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), Millennium Management LLC ($66.63K), FMR LLC ($62.21K), Dimensional Fund Advisors LP ($34.73K), Jane Street Group LLC ($31.74K), Los Angeles Capital Management LLC ($28.93K), and Charles Schwab Investment Management Inc. ($19.89K).

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

Institutional investors have sold a total of 607,250 shares in the last 24 months. This volume of shares sold represents approximately $78.60M in transactions.



This page (NASDAQ:COKE) was last updated on 8/8/2025 by MarketBeat.com Staff
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