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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$113.32 -0.87 (-0.76%)
As of 11:21 AM Eastern
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Institutional Ownership Changes (13F Filings) for Coca-Cola Consolidated (NASDAQ:COKE)

Current
Institutional Ownership
Percentage
48.24%
Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$332.81M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$84.70M
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COKE Institutional Buying and Selling by Quarter

Coca-Cola Consolidated Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Wealth Enhancement Advisory Services LLC16,232$1.91M0.0%+879.0%0.019%
7/10/2025Atticus Wealth Management LLC3,000$335K0.1%+900.0%0.003%
7/10/2025Signal Advisors Wealth LLC2,337$261K0.0%+869.7%0.003%
7/8/2025 Davis Investment Partners LLC5,400$624K0.2%+980.0%0.006%
7/8/2025 Gallacher Capital Management LLC2,261$252K0.1%N/A0.003%
7/8/2025 Parallel Advisors LLC653$73K0.0%+819.7%0.001%
7/7/2025 Investors Research Corp650$73K0.0%+900.0%0.001%
6/18/2025Voya Investment Management LLC7,228$9.76M0.0%+28.4%0.008%
6/3/2025Inspire Investing LLC234$316K0.0%-76.9%0.000%
5/28/2025Strs Ohio1,413$1.91M0.0%N/A0.016%
5/21/2025 Westbourne Investments Inc.190$256K0.2%N/A0.002%
5/21/2025Acadian Asset Management LLC4,420$5.97M0.0%-5.7%0.051%
5/20/2025Intech Investment Management LLC2,688$3.63M0.0%+80.5%0.031%
5/20/2025Glenview Trust co277$374K0.0%+8.2%0.003%
5/19/2025Jane Street Group LLC307$414K0.0%-90.1%0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC17,251$23.29M0.0%+8.7%0.198%
5/16/2025Semmax Financial Advisors Inc.37$50K0.0%N/A0.000%
5/16/2025Empowered Funds LLC2,444$3.30M0.0%-2.9%0.028%
5/16/2025United Services Automobile Association371$494K0.0%N/A0.004%
5/16/2025Great Lakes Advisors LLC165$223K0.0%-10.3%0.002%
5/16/2025Caxton Associates LLP568$767K0.0%N/A0.007%
5/16/2025Goldman Sachs Group Inc.42,178$56.94M0.0%-25.1%0.048%
5/16/2025Jones Financial Companies Lllp502,062$677.78M0.6%+265,541.3%5.759%
5/16/2025Petrus Trust Company LTA184$248K0.0%N/A0.002%
5/16/2025NewEdge Advisors LLC2,839$3.83M0.0%+8.6%0.033%
5/16/2025Millennium Management LLC37,248$50.29M0.0%-49.4%0.427%
5/16/2025Integrated Wealth Concepts LLC355$479K0.0%-5.3%0.004%
5/16/2025Jacobs Levy Equity Management Inc.879$1.19M0.0%N/A0.010%
5/16/2025Hancock Whitney Corp15,738$21.25M0.7%+0.6%0.181%
5/16/2025EJF Capital LLC1,225$1.65M1.0%+4.7%0.014%
5/16/2025AQR Capital Management LLC86,516$114.21M0.1%+16.2%0.992%
5/15/2025Cubist Systematic Strategies LLC411$555K0.0%-95.4%0.005%
5/15/2025Royal Bank of Canada5,305$7.16M0.0%-4.2%0.061%
5/15/2025Mubadala Investment Co PJSC1,832$2.47M0.0%-6.1%0.021%
5/15/2025Vident Advisory LLC2,800$3.78M0.1%+59.2%0.032%
5/15/2025Canada Pension Plan Investment Board12,500$16.88M0.0%-18.3%0.143%
5/15/2025OMERS ADMINISTRATION Corp1,700$2.30M0.0%N/A0.019%
5/14/2025Ieq Capital LLC1,973$2.66M0.0%+480.3%0.023%
5/14/2025Aristides Capital LLC204$275K0.1%N/A0.002%
5/14/2025Caisse DE Depot ET Placement DU Quebec6,648$8.98M0.0%+2.8%0.076%
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5/14/2025Corebridge Financial Inc.6,512$8.79M0.1%-2.4%0.075%
5/14/2025Comerica Bank1,525$2.06M0.0%-2.5%0.017%
5/14/2025MetLife Investment Management LLC3,278$4.43M0.0%-1.5%0.038%
5/14/2025Synovus Financial Corp315$425K0.0%-6.8%0.004%
5/14/2025Walleye Capital LLC2,311$3.12M0.0%+65.1%0.027%
5/14/2025Caitlin John LLC402$543K0.5%-68.5%0.005%
5/14/2025AlphaQuest LLC140$189K0.0%-60.7%0.002%
5/14/20251832 Asset Management L.P.373$504K0.0%N/A0.004%
5/14/2025Ameriprise Financial Inc.37,710$50.91M0.0%-14.1%0.433%
5/14/2025Bragg Financial Advisors Inc718$969K0.0%-2.8%0.008%
5/14/2025CW Advisors LLC194$262K0.0%+5.4%0.002%
5/14/2025Price T Rowe Associates Inc. MD70,551$95.24M0.0%-0.6%0.809%
5/14/2025Martingale Asset Management L P8,169$11.03M0.3%+5.9%0.094%
5/14/2025T. Rowe Price Investment Management Inc.849$1.15M0.0%-94.2%0.010%
5/14/2025Hsbc Holdings PLC3,259$4.38M0.0%+76.9%0.037%
5/14/2025Fuller & Thaler Asset Management Inc.16,586$22.39M0.1%+16.9%0.190%
5/14/2025Quantbot Technologies LP181$244K0.0%+212.1%0.002%
5/14/2025Wellington Management Group LLP2,895$3.91M0.0%-12.2%0.033%
5/13/2025Northern Trust Corp50,051$67.57M0.0%-3.3%0.574%
5/13/2025Freestone Capital Holdings LLC161$217K0.0%N/A0.002%
5/13/2025Algert Global LLC11,851$16.00M0.4%+2.3%0.136%
5/13/2025Raymond James Financial Inc.29,134$39.33M0.0%+35.6%0.334%
5/13/2025Elevatus Welath Management1,974$2.67M1.5%N/A0.023%
5/13/2025Cresset Asset Management LLC1,706$2.30M0.0%-5.6%0.020%
5/13/2025State of New Jersey Common Pension Fund D1,736$2.34M0.0%-13.8%0.020%
5/13/2025American Century Companies Inc.13,970$18.86M0.0%+2.9%0.160%
5/13/2025Ethic Inc.844$1.17M0.0%+7.1%0.010%
5/13/2025Brandywine Global Investment Management LLC12,597$17.01M0.1%+20.1%0.144%
5/13/2025Dimensional Fund Advisors LP105,744$142.73M0.0%-9.2%1.213%
5/13/2025Fox Run Management L.L.C.407$549K0.1%-17.8%0.005%
5/13/2025Kovitz Investment Group Partners LLC952$1.29M0.0%+1.9%0.011%
5/13/2025Lord Abbett & CO. LLC15,968$21.56M0.1%N/A0.183%
5/13/2025Boston Partners200,518$270.71M0.3%+676.9%2.300%
5/13/2025Russell Investments Group Ltd.1,523$2.06M0.0%-45.2%0.017%
5/13/2025Prudential PLC561$757K0.0%N/A0.006%
5/13/2025Resona Asset Management Co. Ltd.455$614K0.0%+2.7%0.005%
5/13/2025Callan Family Office LLC237$320K0.0%-39.8%0.003%
5/13/2025HighTower Advisors LLC1,178$1.59M0.0%-26.7%0.014%
5/12/2025Independent Advisor Alliance1,094$1.48M0.0%+11.9%0.013%
5/12/2025Nuveen LLC14,330$19.35M0.0%N/A0.164%
5/12/2025Invesco Ltd.111,958$151.14M0.0%-10.4%1.284%
5/12/2025Benjamin Edwards Inc.396$535K0.0%-58.5%0.005%
5/12/2025Measured Wealth Private Client Group LLC302$408K0.1%-4.1%0.003%
5/12/2025Townsquare Capital LLC338$456K0.0%+34.7%0.004%
5/12/2025Citigroup Inc.6,997$9.45M0.0%-10.8%0.080%
5/12/2025Swiss National Bank10,565$14.26M0.0%-0.9%0.121%
5/12/2025Maryland State Retirement & Pension System282$381K0.0%-16.3%0.003%
5/9/2025Deutsche Bank AG682$921K0.0%-3.7%0.008%
5/9/2025Ontario Teachers Pension Plan Board1,142$1.54M0.0%-24.9%0.013%
5/9/2025Charles Schwab Investment Management Inc.53,442$72.15M0.0%+2.9%0.613%
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5/9/2025Vanguard Group Inc.568,070$766.89M0.0%-1.9%6.516%
5/9/2025ROI Financial Advisors LLC664$896K0.7%+23.6%0.008%
5/9/2025ING Groep NV800$1.08M0.0%N/A0.009%
5/9/2025Bank of Nova Scotia890$1.20M0.0%N/A0.010%
5/8/2025Alberta Investment Management Corp2,100$2.84M0.0%N/A0.024%
5/8/2025US Bancorp DE141$190K0.0%-86.8%0.002%
5/8/2025Natixis Advisors LLC12,261$16.55M0.0%-14.5%0.141%
5/8/2025Vestcor Inc2,488$3.36M0.1%+6.6%0.029%
5/8/2025XTX Topco Ltd1,154$1.56M0.1%+50.1%0.013%
5/8/2025Harvest Fund Management Co. Ltd830$1.12M0.1%+35.0%0.010%
(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, 460 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 ($270.71M), 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 378 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: Diversified Trust Co ($1.32M), International Assets Investment Management LLC ($529.64K), Jones Financial Companies Lllp ($502.02K), Proficio Capital Partners LLC ($453.54K), Norges Bank ($428.38K), Boston Partners ($203.42K), and GAMMA Investing LLC ($182.25K).

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

Institutional investors have bought a total of 3,934,512 shares in the last 24 months. This purchase volume represents approximately $479.76M in transactions.

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

Of the 192 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 American Century Companies Inc. ($28.61K).

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

Institutional investors have sold a total of 663,514 shares in the last 24 months. This volume of shares sold represents approximately $84.70M in transactions.


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This page (NASDAQ:COKE) was last updated on 7/11/2025 by MarketBeat.com Staff
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