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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$184.98 -2.92 (-1.55%)
As of 10:27 AM 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)
387
Total
Institutional Inflows
(last 12 months)
$2.77B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$545.96M
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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
7/10/2026 Handelsbanken Fonder AB17,130$3.27M0.0%+1.8%0.026%
7/9/2026 Affinity Capital Advisors LLC1,402$263K0.0%N/A0.002%
7/8/2026 Reinhart Partners LLC.39,202$7.49M0.2%-7.0%0.059%
7/7/2026 GAMMA Investing LLC1,502$287K0.0%-4.0%0.002%
7/2/2026 Versant Capital Management Inc437$83K0.0%+125.3%0.001%
6/24/2026Redwood Investment Management LLC5,459$1.05M0.1%-23.1%0.008%
6/23/2026Ballast Advisors LLC200$38K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.17,173$3.29M0.0%-10.8%0.026%
6/16/2026Empowered Funds LLC4,147$795K0.0%N/A0.006%
6/3/2026Parallel Advisors LLC1,073$206K0.0%+52.2%0.002%
6/3/2026NewEdge Advisors LLC8,301$1.59M0.0%+6.9%0.012%
6/1/2026Caerus Investment Advisors LLC1,125$216K0.1%N/A0.002%
5/22/2026WNY Asset Management LLC6,353$1.22M0.1%N/A0.010%
5/20/2026Hobbs Group Advisors LLC7,475$1.43M0.4%+104.1%0.011%
5/19/2026Western Wealth Management LLC230$44K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC5,193$996K0.0%-33.1%0.008%
5/19/2026Bank of America Corp DE177,636$34.06M0.0%-3.9%0.267%
5/19/2026Edgestream Partners L.P.3,919$751K0.0%N/A0.006%
5/19/2026Janus Henderson Group PLC131,742$25.26M0.0%-11.2%0.198%
5/19/2026South Dakota Investment Council4,511$865K0.0%-32.2%0.007%
5/18/2026Sunbelt Securities Inc.1,466$281K0.0%+30.1%0.002%
5/18/2026MSA Advisors LLC1,220$234K0.1%N/A0.002%
5/18/2026Amundi47,872$9.18M0.0%-61.4%0.072%
5/18/2026 EverSource Wealth Advisors LLC3,423$656K0.0%+15.8%0.005%
5/18/2026California State Teachers Retirement System59,418$11.39M0.0%+22.3%0.089%
5/18/2026ROI Financial Advisors LLC10,556$2.02M1.2%+1.6%0.016%
5/18/2026Royal Bank of Canada20,807$3.99M0.0%-41.2%0.031%
5/18/2026Empowered Funds LLC4,147$795K0.0%N/A0.006%
5/16/2026The Manufacturers Life Insurance Company 40,910$7.84M0.0%-11.3%0.061%
5/16/2026Quantinno Capital Management LP30,649$5.88M0.0%+7.9%0.046%
5/16/2026Lazard Asset Management LLC36,005$6.90M0.0%+8.2%0.054%
5/16/2026Family Manage LLC17,879$3.43M0.4%-0.8%0.027%
5/15/2026Lombard Odier Asset Management USA Corp1,099$211K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC1,462$280K0.0%N/A0.002%
5/15/2026Entropy Technologies LP6,060$1.16M0.1%+256.5%0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund21,006$4.03M0.0%N/A0.032%
5/14/2026Renaissance Technologies LLC382,270$73.30M0.1%+13.4%0.574%
5/14/2026Public Employees Retirement System of Ohio17,085$3.28M0.0%-3.2%0.026%
5/14/2026Modern Wealth Management LLC997$200K0.0%N/A0.001%
5/14/2026Arrowstreet Capital Limited Partnership202,457$38.82M0.0%+64.2%0.304%
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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%
5/14/2026Walleye 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%
5/8/2026PNC Financial Services Group Inc.2,930$562K0.0%+13.4%0.004%
5/8/2026Convergence Investment Partners LLC3,586$688K0.1%-27.6%0.005%
5/7/2026Hollencrest Capital Management2,410$462K0.0%+35.6%0.004%
5/7/2026Dimensional Fund Advisors LP972,176$186.36M0.0%-12.8%1.461%
5/7/2026Parallel Advisors LLC1,073$206K0.0%+52.2%0.002%
5/7/2026Swiss National Bank100,650$19.30M0.0%+0.2%0.151%
5/6/2026California 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%
5/6/2026Advisortrust Partners LLC3,243$622K0.3%-19.1%0.005%
5/6/2026 Assetmark Inc.11,059$2.12M0.0%-47.9%0.017%
5/6/2026Bessemer Group Inc.331$63K0.0%+19.1%0.000%
5/6/2026 SteelPeak Wealth LLC1,132$217K0.0%-24.5%0.002%
5/6/2026Allspring Global Investments Holdings LLC2,178$438K0.0%N/A0.003%
5/6/2026 Independent Financial Group LLC2,843$545K0.0%N/A0.004%
5/5/2026Wealthfront Advisers LLC1,869$358K0.0%+4.1%0.003%
5/5/2026Bank of New York Mellon Corp417,504$80.05M0.0%+1.5%0.627%
5/5/2026Illinois Municipal Retirement Fund43,161$8.28M0.1%+25.2%0.065%
5/5/2026Sanctuary 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%
5/4/2026Principal Financial Group Inc.126,479$24.25M0.0%+4.0%0.190%
5/4/2026Innealta 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%
5/1/2026Midwest Trust Co1,122$215K0.0%N/A0.002%
5/1/2026Fifth 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%
4/30/2026Hsbc 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%
4/28/2026 Abel Hall LLC1,164$223K0.0%N/A0.002%
4/28/2026 Ascentis Independent Advisors163$31K0.0%N/A0.000%
4/28/2026Praxis Investment Management Inc.1,513$290K0.0%N/A0.002%
4/27/2026Oxbow Advisors LLC1,808$347K0.0%-24.0%0.003%
4/27/2026 HB Wealth Management LLC1,581$303K0.0%N/A0.002%
4/27/2026World 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%
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4/23/2026Inspire 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%
4/20/2026Ritholtz 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%


COKE Institutional Ownership - Frequently Asked Questions

During the previous two years, 581 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 531 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 ($2.32M), 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 22,431,835 shares in the last 24 months. This purchase volume represents approximately $2.77B in transactions.

Of the 189 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 ($224.53K), 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 3,809,828 shares in the last 24 months. This volume of shares sold represents approximately $545.96M in transactions.


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This page (NASDAQ:COKE) was last updated on 8/3/2026 by MarketBeat.com Staff.
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