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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$163.45 -1.53 (-0.93%)
As of 02:54 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
439
Total
Institutional Inflows
(last 12 months)
$3.11B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$529.78M
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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
5/14/2026Inceptionr LLC1,511$290K0.1%-60.1%0.002%
5/14/2026Bank of Nova Scotia47,100$9.03M0.0%-49.9%0.071%
5/14/2026Sei Investments Co.30,792$5.90M0.0%+196.1%0.046%
5/14/2026Lido Advisors LLC6,311$1.21M0.0%+8.1%0.009%
5/14/2026 Walleye Capital LLC86,972$16.68M0.1%+285.2%0.131%
5/13/2026Cetera Investment Advisers12,531$2.40M0.0%-29.6%0.019%
5/13/2026Measured Wealth Private Client Group LLC281$54K0.0%-51.9%0.000%
5/13/2026First Trust Advisors LP2,017,368$386.81M0.3%-1.0%3.031%
5/8/2026 PNC Financial Services Group Inc.2,930$562K0.0%+13.4%0.004%
5/8/2026 Convergence Investment Partners LLC3,586$688K0.1%-27.6%0.005%
5/7/2026 Hollencrest Capital Management2,410$462K0.0%+35.6%0.004%
5/7/2026 Dimensional Fund Advisors LP972,176$186.36M0.0%-12.8%1.461%
5/7/2026 Parallel Advisors LLC1,073$206K0.0%+52.2%0.002%
5/7/2026 Swiss National Bank100,650$19.30M0.0%+0.2%0.151%
5/6/2026 California Public Employees Retirement System113,281$21.72M0.0%+7.2%0.170%
5/6/2026 Zhang Financial LLC1,880$360K0.0%-6.0%0.003%
5/6/2026 Advisortrust Partners LLC3,243$622K0.3%-19.1%0.005%
5/6/2026 Assetmark Inc.11,059$2.12M0.0%-47.9%0.017%
5/6/2026 Bessemer Group Inc.331$63K0.0%+19.1%0.000%
5/6/2026 SteelPeak Wealth LLC1,132$217K0.0%-24.5%0.002%
5/6/2026 Allspring Global Investments Holdings LLC2,178$438K0.0%N/A0.003%
5/6/2026 Independent Financial Group LLC2,843$545K0.0%N/A0.004%
5/5/2026 Wealthfront Advisers LLC1,869$358K0.0%+4.1%0.003%
5/5/2026 Bank of New York Mellon Corp417,504$80.05M0.0%+1.5%0.627%
5/5/2026 Illinois Municipal Retirement Fund43,161$8.28M0.1%+25.2%0.065%
5/5/2026 Sanctuary Advisors LLC7,425$1.42M0.0%-13.2%0.011%
5/5/2026 Flynn Zito Capital Management LLC11,215$2.15M0.7%-2.7%0.017%
5/4/2026 State of Michigan Retirement System13,600$2.61M0.0%+1.5%0.020%
5/4/2026 Principal Financial Group Inc.126,479$24.25M0.0%+4.0%0.190%
5/4/2026 Innealta Capital LLC1,873$359K0.2%N/A0.003%
5/4/2026 Procyon Advisors LLC1,296$248K0.0%N/A0.002%
5/2/2026 International Assets Investment Management LLC1,266$254K0.0%N/A0.002%
5/1/2026 Midwest Trust Co1,122$215K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp15,443$2.96M0.0%+2,517.5%0.023%
5/1/2026 Sequoia Financial Advisors LLC4,463$856K0.0%-12.9%0.007%
4/30/2026 Hsbc Holdings PLC127,380$24.29M0.0%+222.1%0.191%
4/30/2026 SkyOak Wealth LLC1,190$228K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC20,475$3.93M0.0%+1.1%0.031%
4/30/2026 Oregon Public Employees Retirement Fund11,552$2.22M0.0%+2.8%0.017%
4/29/2026 Childress Capital Advisors LLC1,071$205K0.0%N/A0.002%
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4/28/2026 Abel Hall LLC1,164$223K0.0%N/A0.002%
4/28/2026 Ascentis Independent Advisors163$31K0.0%N/A0.000%
4/28/2026 Praxis Investment Management Inc.1,513$290K0.0%N/A0.002%
4/27/2026 Oxbow Advisors LLC1,808$347K0.0%-24.0%0.003%
4/27/2026 HB Wealth Management LLC1,581$303K0.0%N/A0.002%
4/27/2026 World Investment Advisors4,466$856K0.0%-2.0%0.007%
4/27/2026 New York State Teachers Retirement System66,027$12.66M0.0%-8.4%0.099%
4/27/2026 Private Advisor Group LLC5,461$1.05M0.0%+27.7%0.008%
4/27/2026 Y Intercept Hong Kong Ltd14,857$2.85M0.1%-54.8%0.022%
4/25/2026 Keybank National Association OH1,478$283K0.0%-56.3%0.002%
4/23/2026 Inspire Investing LLC1,770$339K0.0%-17.0%0.003%
4/23/2026 Apollon Wealth Management LLC1,123$215K0.0%N/A0.002%
4/22/2026 Pictet Asset Management Holding SA25,913$4.97M0.0%-4.8%0.039%
4/22/2026 Sterling Capital Management LLC1,696$325K0.0%-42.5%0.003%
4/21/2026 Louisiana State Employees Retirement System16,400$3.15M0.1%N/A0.025%
4/20/2026 Ritholtz Wealth Management22,569$4.33M0.1%+11.6%0.034%
4/20/2026 Blue Trust Inc.1,030$197K0.0%+63.0%0.002%
4/20/2026 Fifth Third Wealth Advisors LLC1,528$293K0.0%+7.5%0.002%
4/20/2026 OP Asset Management Ltd28,044$5.38M0.1%N/A0.042%
4/18/2026 Burns J W & Co. Inc. NY1,148$220K0.0%N/A0.002%
4/17/2026 Krilogy Financial LLC1,627$303K0.0%-9.5%0.002%
4/17/2026 Outlook Wealth Advisors LLC1,140$219K0.1%N/A0.002%
4/17/2026 Values First Advisors Inc.5,575$1.07M0.6%+2.5%0.008%
4/17/2026 jvl associates llc1,094$210K0.1%N/A0.002%
4/16/2026 SG Americas Securities LLC28,501$5.47M0.0%-79.9%0.043%
4/16/2026 Evolve Private Wealth LLC16,656$3.19M0.2%-2.7%0.025%
4/16/2026 Vaughan Nelson Investment Management L.P.443,615$85.06M0.9%-22.7%0.666%
4/16/2026 Diversified Trust Co1,463,682$280.65M5.2%+0.1%2.199%
3/20/2026 Hsbc Holdings PLC39,551$6.11M0.0%N/A0.059%
3/17/2026Rockefeller Capital Management L.P.369$57K0.0%+1,577.3%0.001%
3/13/2026 World Investment Advisors4,555$698K0.0%+36.3%0.007%
3/10/2026 Advisortrust Partners LLC4,008$614K0.3%N/A0.006%
3/9/2026Corient Private Wealth LLC14,561$2.23M0.0%+6.7%0.022%
3/6/2026 Hsbc Holdings PLC39,551$6.11M0.0%N/A0.059%
2/24/2026 River Road Asset Management LLC124,005$19.01M0.2%-12.1%0.145%
2/24/2026 Pacer Advisors Inc.19,248$2.95M0.0%+19.1%0.023%
2/23/2026Wealth Preservation Advisors LLC673$103K0.1%-22.9%0.001%
2/23/2026Virtu Financial LLC8,483$1.30M0.1%N/A0.010%
2/20/2026Sunbelt Securities Inc.1,127$173K0.0%+15.4%0.001%
2/19/2026 Invesco Ltd.259,462$39.78M0.0%-0.6%0.304%
2/19/2026 Axxcess Wealth Management LLC2,726$418K0.0%-3.4%0.003%
2/19/2026Corient Private Wealth LLC13,459$2.07M0.0%-1.3%0.016%
2/18/2026Mercer Global Advisors Inc. ADV14,293$2.19M0.0%+20.4%0.017%
2/18/2026Caitlin John LLC405$62K0.0%-95.8%0.000%
2/18/2026Vident Advisory LLC21,798$3.34M0.0%-30.4%0.026%
2/18/2026Beacon Pointe Advisors LLC2,842$436K0.0%+2.6%0.003%
2/18/2026State of Tennessee Department of Treasury27,322$4.16M0.0%-13.3%0.032%
2/18/2026EP Wealth Advisors LLC5,560$852K0.0%N/A0.007%
2/18/2026Fuller & Thaler Asset Management Inc.234,031$35.88M0.1%+2.6%0.274%
2/18/2026NewEdge Advisors LLC7,768$1.19M0.0%-9.4%0.009%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
2/18/2026XTX Topco Ltd3,734$572K0.0%-39.6%0.004%
2/18/2026Utah Retirement Systems3,005$461K0.0%+9.8%0.004%
2/18/2026VARCOV Co.1,970$302K0.1%N/A0.002%
2/18/2026VestGen Advisors LLC1,454$223K0.0%N/A0.002%
2/18/2026Susquehanna Portfolio Strategies LLC74,755$11.46M0.2%+3.1%0.087%
2/18/2026Twinbeech Capital LP33,800$5.18M0.4%N/A0.040%
2/18/2026Polymer Capital Management US LLC2,277$349K0.0%-24.5%0.003%
2/18/2026Numerai GP LLC9,121$1.40M0.2%-58.7%0.011%
2/18/2026Occudo Quantitative Strategies LP23,298$3.57M0.2%N/A0.027%
2/18/2026Millennium Management LLC225,947$34.64M0.0%+12.1%0.264%


COKE Institutional Ownership - Frequently Asked Questions

During the previous two years, 583 institutional investors and hedge funds held shares of Coca-Cola Consolidated. The most heavily invested institutionals were Vanguard Group Inc. ($871.67M), First Trust Advisors LP ($386.81M), Boston Partners ($357.09M), Diversified Trust Co ($280.65M), State Street Corp ($259.83M), Diversified Trust Co. ($224.18M), and Norges Bank ($222.41M).Learn more on Coca-Cola Consolidated's institutional investors.

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

Of the 532 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: Norges Bank ($4.19M), Boston Partners ($2.33M), First Trust Advisors LP ($1.97M), State Street Corp ($1.57M), AQR Capital Management LLC ($1.39M), Diversified Trust Co ($1.32M), and Geode Capital Management LLC ($1.25M).

Institutional investors have bought a total of 25,540,302 shares in the last 24 months. This purchase volume represents approximately $3.11B in transactions.

Of the 191 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: Barclays PLC ($310.37K), Invesco Ltd. ($291.03K), Millennium Management LLC ($260.84K), Dimensional Fund Advisors LP ($198.30K), Bank of New York Mellon Corp ($190.57K), Ameriprise Financial Inc. ($148.43K), and SG Americas Securities LLC ($130.71K).

Institutional investors have sold a total of 3,745,660 shares in the last 24 months. This volume of shares sold represents approximately $529.78M in transactions.


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This page (NASDAQ:COKE) was last updated on 5/14/2026 by MarketBeat.com Staff.
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