Coca-Cola Consolidated (COKE) Institutional Ownership

$1,130.65

+26.63 (+2.41%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 48.24%
Number of Institutional Buyers (last 12 months): 176
Total Institutional Inflows (last 12 months): $1.01B

Number of Institutional Sellers (last 12 months): 112
Total Institutional Outflows (last 12 months): $180.81M

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COKE Institutional Buying and Selling by Quarter

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Coca-Cola Consolidated Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Pullen Investment Management LLC	974	$1.06M	0.9%	+3.0%	0.010%
7/26/2024	AlphaStar Capital Management LLC	227	$247K	0.0%	N/A	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	8,203	$8.90M	0.0%	-16.8%	0.088%
7/26/2024	State of Michigan Retirement System	1,100	$1.19M	0.0%	-8.3%	0.012%
7/26/2024	First Command Advisory Services Inc.	115	$125K	0.0%	+91.7%	0.001%
7/26/2024	Bank of New York Mellon Corp	50,424	$54.71M	0.0%	-3.1%	0.538%
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7/24/2024	Retirement Systems of Alabama	14,086	$15.28M	0.1%	-6.0%	0.150%
7/24/2024	New York State Teachers Retirement System	7,329	$7.95M	0.0%	-3.9%	0.078%
7/24/2024	&PARTNERS	941	$1.02M	0.0%	N/A	0.010%
7/23/2024	Hennessy Advisors Inc.	43,956	$47.69M	1.8%	+18.0%	0.469%
7/23/2024	KG&L Capital Management LLC	736	$799K	0.3%	+7.4%	0.008%
7/22/2024	Atria Wealth Solutions Inc.	1,489	$1.62M	0.0%	+1.8%	0.016%
7/22/2024	Summit Global Investments	1,387	$1.51M	0.1%	N/A	0.015%
7/20/2024	Nisa Investment Advisors LLC	226	$245K	0.0%	-45.3%	0.002%
7/20/2024	Zhang Financial LLC	200	$217K	0.0%	N/A	0.002%
7/19/2024	Vaughan Nelson Investment Management L.P.	112,156	$121.69M	1.1%	+88.0%	1.197%
7/18/2024	Blue Trust Inc.	94	$102K	0.0%	N/A	0.001%
7/16/2024	Farmers Trust Co.	200	$217K	0.0%	-20.0%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	929	$1.01M	0.0%	-19.2%	0.010%
7/16/2024	Diversified Trust Co	146,274	$158.71M	4.5%	-0.1%	1.561%
7/12/2024	Alliance Wealth Management Group	7,883	$8.55M	2.4%	-0.4%	0.084%
7/12/2024	SG Americas Securities LLC	2,232	$2.42M	0.0%	+451.1%	0.024%
7/12/2024	Walker Asset Management LLC	200	$217K	0.1%	N/A	0.002%
7/12/2024	Accel Wealth Management	240	$260K	0.1%	N/A	0.003%
7/11/2024	Warther Private Wealth LLC	562	$610K	0.2%	-11.1%	0.006%
7/10/2024	Csenge Advisory Group	200	$217K	0.0%	N/A	0.002%
7/10/2024	Linden Thomas Advisory Services LLC	243	$264K	0.0%	N/A	0.003%
7/10/2024	CWM LLC	101	$110K	0.0%	+17.4%	0.001%
7/2/2024	GAMMA Investing LLC	64	$69K	0.0%	+137.0%	0.001%
6/11/2024	EverSource Wealth Advisors LLC	69	$57K	0.0%	+102.9%	0.001%
6/4/2024	Aurora Investment Counsel	1,709	$1.45M	0.8%	-17.4%	0.018%
5/30/2024	Peninsula Wealth LLC	7,918	$6.70M	0.8%	N/A	0.085%
5/28/2024	Boston Partners	10,197	$8.63M	0.0%	N/A	0.109%
5/24/2024	Cetera Advisors LLC	420	$356K	0.0%	+3.4%	0.004%
5/21/2024	Delphi Management Inc. MA	1,684	$1.43M	1.1%	-18.8%	0.018%
5/20/2024	Virtu Financial LLC	1,052	$890K	0.1%	N/A	0.011%
5/20/2024	EMC Capital Management	521	$441K	0.3%	+26.8%	0.006%
5/17/2024	Plato Investment Management Ltd	166	$141K	0.0%	-27.2%	0.002%
5/17/2024	Comerica Bank	1,402	$1.19M	0.0%	-9.8%	0.015%
5/17/2024	Tidal Investments LLC	740	$626K	0.0%	+24.0%	0.008%
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5/16/2024	California State Teachers Retirement System	5,381	$4.56M	0.0%	+2.1%	0.057%
5/16/2024	Virtus Investment Advisers Inc.	849	$719K	0.5%	-64.5%	0.009%
5/16/2024	Janus Henderson Group PLC	36,473	$30.87M	0.0%	-25.7%	0.389%
5/15/2024	Estuary Capital Management LP	19,530	$16.53M	6.7%	+838.5%	0.208%
5/15/2024	Public Employees Retirement Association of Colorado	27,595	$23.36M	0.1%	-0.5%	0.295%
5/15/2024	Price T Rowe Associates Inc. MD	73,472	$62.19M	0.0%	-2.1%	0.784%
5/15/2024	BOKF NA	172	$144K	0.0%	N/A	0.002%
5/15/2024	Magnetar Financial LLC	789	$668K	0.0%	N/A	0.008%
5/15/2024	Lazard Asset Management LLC	15,571	$13.18M	0.0%	+3.0%	0.166%
5/14/2024	EntryPoint Capital LLC	36	$30K	0.0%	N/A	0.000%
5/14/2024	Pitcairn Co.	836	$708K	0.0%	-21.6%	0.009%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	5,000	$4.23M	0.0%	+150.0%	0.053%
5/14/2024	CANADA LIFE ASSURANCE Co	2,851	$2.41M	0.0%	+1.0%	0.030%
5/14/2024	American International Group Inc.	8,520	$7.21M	0.0%	-1.7%	0.091%
5/13/2024	O Shaughnessy Asset Management LLC	4,982	$4.22M	0.0%	+13.3%	0.053%
5/13/2024	Ameritas Investment Partners Inc.	1,518	$1.29M	0.0%	-0.9%	0.016%
5/11/2024	Cynosure Group LLC	376	$318K	0.1%	N/A	0.004%
5/11/2024	Edgestream Partners L.P.	4,892	$4.14M	0.2%	N/A	0.052%
5/10/2024	Ontario Teachers Pension Plan Board	4,160	$3.52M	0.0%	-17.0%	0.044%
5/10/2024	Acadian Asset Management LLC	9,756	$8.25M	0.0%	-72.0%	0.104%
5/10/2024	Vanguard Group Inc.	608,875	$515.36M	0.0%	+5.3%	6.495%
5/9/2024	Wealthquest Corp	5,977	$5.06M	0.5%	-1.1%	0.064%
5/9/2024	Foundry Partners LLC	6,850	$5.80M	0.3%	-25.4%	0.073%
5/9/2024	State Board of Administration of Florida Retirement System	390	$330K	0.0%	-71.3%	0.004%
5/8/2024	ProShare Advisors LLC	1,087	$920K	0.0%	+4.9%	0.012%
5/8/2024	Russell Investments Group Ltd.	10,741	$9.09M	0.0%	-0.4%	0.115%
5/8/2024	Headlands Technologies LLC	660	$559K	0.1%	+403.8%	0.007%
5/8/2024	Inspire Investing LLC	426	$361K	0.0%	+3.1%	0.005%
5/7/2024	Sei Investments Co.	873	$739K	0.0%	-8.8%	0.009%
5/7/2024	Susquehanna Fundamental Investments LLC	280	$237K	0.0%	N/A	0.003%
5/7/2024	Swiss National Bank	10,765	$9.11M	0.0%	+9.1%	0.115%
5/7/2024	Illinois Municipal Retirement Fund	3,543	$3.00M	0.0%	-8.8%	0.038%
5/7/2024	ClariVest Asset Management LLC	2,887	$2.44M	0.3%	-15.6%	0.031%
5/7/2024	SG Americas Securities LLC	405	$343K	0.0%	+50.6%	0.004%
5/6/2024	Quantbot Technologies LP	762	$645K	0.0%	-39.4%	0.008%
5/6/2024	LSV Asset Management	53,223	$45.05M	0.1%	+0.1%	0.568%
5/6/2024	Texas Permanent School Fund Corp	4,102	$3.47M	0.0%	+1.3%	0.044%
5/4/2024	Geneos Wealth Management Inc.	60	$51K	0.0%	-50.8%	0.001%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	694	$587K	0.0%	N/A	0.007%
5/2/2024	Mutual of America Capital Management LLC	7,690	$6.51M	0.1%	-6.1%	0.082%
5/2/2024	Nordea Investment Management AB	7,594	$6.36M	0.0%	+0.6%	0.081%
5/2/2024	Pullen Investment Management LLC	946	$800K	0.7%	N/A	0.010%
5/1/2024	Capstone Investment Advisors LLC	3,023	$2.56M	0.0%	+121.3%	0.032%
5/1/2024	Janney Montgomery Scott LLC	2,145	$1.82M	0.0%	-7.8%	0.023%
5/1/2024	BNP Paribas Financial Markets	6,366	$5.39M	0.0%	+27.7%	0.068%
5/1/2024	Flynn Zito Capital Management LLC	1,569	$1.33M	0.7%	N/A	0.017%
4/30/2024	Private Advisor Group LLC	782	$662K	0.0%	+5.2%	0.008%
4/30/2024	Retirement Systems of Alabama	14,984	$12.68M	0.0%	+0.1%	0.160%
4/30/2024	Privium Fund Management UK Ltd	3,559	$2.98M	1.5%	+15.4%	0.038%
4/30/2024	Commonwealth Equity Services LLC	1,639	$1.39M	0.0%	-6.6%	0.017%
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4/29/2024	Principal Financial Group Inc.	19,277	$16.32M	0.0%	+1.8%	0.206%
4/29/2024	Benjamin F. Edwards & Company Inc.	921	$780K	0.0%	-5.6%	0.010%
4/29/2024	Meritage Portfolio Management	701	$593K	0.0%	-5.7%	0.007%
4/26/2024	Yousif Capital Management LLC	1,608	$1.36M	0.0%	-5.1%	0.017%
4/26/2024	Mesirow Financial Investment Management Inc.	343	$291K	0.0%	N/A	0.004%
4/26/2024	KG&L Capital Management LLC	685	$580K	0.2%	+18.7%	0.007%
4/25/2024	New York State Teachers Retirement System	7,629	$6.46M	0.0%	-1.3%	0.081%
4/24/2024	Assenagon Asset Management S.A.	6,926	$5.86M	0.0%	-62.6%	0.074%
4/23/2024	Amalgamated Bank	2,458	$2.08M	0.0%	-16.9%	0.026%
4/23/2024	Fifth Third Bancorp	36	$30K	0.0%	-43.8%	0.000%

(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, 303 institutional investors and hedge funds held shares of Coca-Cola Consolidated. The most heavily invested institutionals were Vanguard Group Inc. ($515.36M), Norges Bank ($188.14M), International Assets Investment Management LLC ($174.97M), Dimensional Fund Advisors LP ($171.92M), Diversified Trust Co ($158.71M), Vaughan Nelson Investment Management L.P. ($121.69M), and Invesco Ltd. ($73.16M).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 258 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 ($376.93K), Norges Bank ($202.65K), Vaughan Nelson Investment Management L.P. ($112.16K), Bessemer Group Inc. ($78.59K), Truist Financial Corp ($77.41K), Hennessy Advisors Inc. ($76.81K), and Vanguard Group Inc. ($50.32K).

How much institutional buying is happening at Coca-Cola Consolidated?: Institutional investors have bought a total of 1,594,370 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.
Which Coca-Cola Consolidated major shareholders have been selling company stock?: Of the 160 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: Assenagon Asset Management S.A. ($36.09K), Acadian Asset Management LLC ($29.26K), Bessemer Group Inc. ($29.01K), Public Employees Retirement Association of Colorado ($28.22K), Allspring Global Investments Holdings LLC ($24.24K), Tributary Capital Management LLC ($23.83K), and Dimensional Fund Advisors LP ($22.97K).
How much institutional selling is happening at Coca-Cola Consolidated?: Institutional investors have sold a total of 383,380 shares in the last 24 months. This volume of shares sold represents approximately $269.28M in transactions.