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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$192.61 +3.81 (+2.02%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$191.30 -1.32 (-0.68%)
As of 09/11/2026 07:53 PM 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 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)
585
Total
Institutional Inflows
(last 12 months)
$89.75B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$555.15M
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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
9/9/2026 Sequoia Financial Advisors LLC4,134$789K0.0%-7.4%0.006%
9/9/2026 Tidal Investments LLC3,888$742K0.0%+27.3%0.006%
9/9/2026 Engineers Gate Manager LP18,139$3.46M0.0%-5.4%0.027%
9/9/2026 Integrated Wealth Concepts LLC4,617$882K0.0%-10.3%0.007%
9/9/2026 RFG Advisory LLC1,534$293K0.0%N/A0.002%
9/9/2026 NewEdge Advisors LLC14,699$2.81M0.0%+77.1%0.022%
9/9/2026 IFP Advisors Inc11,922$2.28M0.0%+5.2%0.018%
9/9/2026 Baird Financial Group Inc.91,598$17.49M0.0%+8.6%0.138%
9/8/2026 Allworth Financial LP3,552$678K0.0%-15.3%0.005%
9/8/2026 Waverly Advisors LLC2,592$495K0.0%+77.3%0.004%
9/8/2026 Nykredit A S2,248$429K0.0%N/A0.003%
8/27/2026 Corient Private Wealth LP9,983$1.91M0.0%-18.3%0.015%
8/26/2026 Amundi88,813$16.96M0.0%+85.5%0.133%
8/26/2026 HighTower Advisors LLC22,048$4.21M0.0%-31.5%0.033%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al7,830$1.50M0.0%N/A0.012%
8/24/2026 California State Teachers Retirement System11,290,818$2.16B0.0%+18,902.4%16.963%
8/23/2026 Paralel Advisors LLC12,047$2.30M0.1%-39.2%0.018%
8/23/2026 Ameritas Advisory Services LLC2,695$514K0.0%N/A0.004%
8/23/2026 HB Wealth Management LLC2,196$419K0.0%+38.9%0.003%
8/22/2026 AlphaGrep UK Ltd2,496$477K0.1%N/A0.004%
8/22/2026 Concurrent Investment Advisors LLC1,228$234K0.0%+4.9%0.002%
8/21/2026 AXQ Capital LP5,344$1.02M0.1%-40.0%0.008%
8/21/2026 Nykredit A S2,248$429K0.0%N/A0.003%
8/21/2026 SkyOak Wealth LLC1,075$205K0.0%-9.7%0.002%
8/21/2026 Laidlaw Wealth Management LLC1,362$260K0.8%N/A0.002%
8/21/2026 Independence Bank of Kentucky4,750$907K0.1%-13.6%0.007%
8/20/2026 Proficio Capital Partners LLC3,913$747K0.0%+71.8%0.006%
8/20/2026 BTG Pactual Asset Management US LLC1,548$296K0.0%N/A0.002%
8/20/2026 Cookson Peirce & Co. Inc.1,621$310K0.0%N/A0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.189$36K0.0%-82.1%0.000%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC124,262$23.72M0.0%-3.3%0.187%
8/19/2026 Navellier & Associates Inc.32,734$6.25M0.5%-2.7%0.049%
8/19/2026 Hsbc Holdings PLC112,311$21.61M0.0%-11.8%0.169%
8/19/2026 Field & Main Bank44,986$3.66M0.6%N/A0.068%
8/19/2026 Wellington Management Group LLP37,631$7.19M0.0%N/A0.057%
8/19/2026 Archer Investment Corp11,528$937K0.1%N/A0.017%
8/18/2026 Kimelman & Baird LLC7,400$601K0.0%N/A0.011%
8/18/2026 Pin Oak Investment Advisors Inc.2,961$226K0.1%N/A0.004%
8/18/2026 49 Wealth Management LLC5,088$413K0.1%N/A0.008%
8/18/2026 Glenview Trust Co458,426$34.86M0.3%N/A0.689%
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8/18/2026 Dearborn Partners LLC48,518$3.69M0.2%N/A0.073%
8/18/2026 FSA Advisors Inc.3,982$324K0.1%N/A0.006%
8/18/2026 Public Employees Retirement System of Ohio16,737$3.20M0.0%N/A0.025%
8/17/2026 Redwood Investment Management LLC6,056$1.16M0.1%N/A0.009%
8/17/2026 Corient Private Wealth LP3,071,817$245.67M0.2%N/A4.615%
8/15/2026 Magnolia Capital Advisors LLC9,202$748K0.1%N/A0.014%
8/15/2026 Windsor Advisory Group LLC3,412$277K0.2%N/A0.005%
8/15/2026 Wallace Capital Management Inc.26,328$2.14M0.2%N/A0.040%
8/15/2026 Freestone Grove Partners LP1,619$132K0.0%N/A0.002%
8/15/2026 Caisse de depot et placement du Quebec3,582,530$291.15M0.4%N/A5.382%
8/15/2026 Gallagher Fiduciary Advisors LLC15,091$1.23M0.0%N/A0.023%
8/15/2026 Western Wealth Management LLC21,894$1.78M0.1%N/A0.033%
8/15/2026 Invst LLC16,269$1.32M0.1%N/A0.024%
8/15/2026 Councilmark Asset Management LLC9,302$756K0.4%N/A0.014%
8/15/2026 First Bancorp Inc ME9,495$772K0.3%N/A0.014%
8/15/2026 Roberts Glore & Co. Inc. IL19,333$1.57M0.4%N/A0.029%
8/15/2026 Biglari Sardar110,248$8.96B14.4%N/A0.166%
8/15/2026 Valtrion Capital Management LLC10,247$833K0.6%N/A0.015%
8/15/2026 Biglari Capital CORP.120$9.75M0.0%N/A0.000%
8/15/2026 Jupiter Topco LLC2,788,107$226.55M0.1%N/A4.189%
8/14/2026 EFG International AG69,490$5.65M0.1%N/A0.104%
8/14/2026 Ancora Advisors LLC35,376$2.88M0.1%N/A0.053%
8/14/2026 Delos Wealth Advisors LLC4,500$366K0.2%N/A0.007%
8/14/2026 Primecap Management Co. CA35,200$2.86M0.0%N/A0.053%
8/14/2026 Cooper Haims Advisors LLC5,845$475K0.2%N/A0.009%
8/14/2026 Canada Pension Plan Investment Board8,396,412$682.38M0.4%N/A12.614%
8/14/2026 Castlekeep Investment Advisors LLC13,292$1.08M0.5%N/A0.020%
8/14/2026 Castleark Management LLC3,397$276K0.0%N/A0.005%
8/14/2026 Kinloch Capital LLC60,027$4.88M1.8%N/A0.090%
8/14/2026 Royal Capital Wealth Management LLC14,284$1.16M0.7%N/A0.021%
8/14/2026 AFT Forsyth & Company Inc.5,923$481K0.2%N/A0.009%
8/14/2026 Legal & General Group Plc24,341,909$1.98B0.4%N/A36.569%
8/14/2026 The Manufacturers Life Insurance Company2,072,126$168.40M0.1%N/A3.113%
8/14/2026 Kelly Lawrence W & Associates Inc. CA6,931$563K0.1%N/A0.010%
8/14/2026 Sone Capital Management LLC165,256$13.43M1.0%N/A0.248%
8/14/2026 Trajan Wealth LLC104,617$8.50M0.3%N/A0.157%
8/14/2026 Van Hulzen Asset Management LLC202,915$16.49M1.2%N/A0.305%
8/14/2026 Veratis Advisors Inc.3,204$260K0.2%N/A0.005%
8/14/2026 Wood Tarver Financial Group LLC3,972$322K0.1%N/A0.006%
8/14/2026 Front Street Capital Management Inc.4,855$395K0.0%N/A0.007%
8/14/2026 Peak Asset Management LLC11,215$911K0.1%N/A0.017%
8/14/2026 Fiduciary Financial Advisors7,642$621K0.1%N/A0.011%
8/14/2026 Brandywine Trust Co.10,682$868K0.1%N/A0.016%
8/14/2026 L2 Asset Management LLC20,966$1.70M0.2%N/A0.031%
8/14/2026 Vega Investment Solutions627$51K0.0%N/A0.001%
8/14/2026 Cetera Trust Company N.A30,896$2.51M1.3%N/A0.046%
8/14/2026 Aberdeen Wealth Management LLC12,384$1.01M0.5%N/A0.019%
8/14/2026 Visionary Wealth Advisors100,644$8.18M0.3%N/A0.151%
8/14/2026 Cullen Capital Management LLC8,879$722K0.0%N/A0.013%
8/14/2026 Whalen Wealth Management Inc.10,658$866K0.4%N/A0.016%
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8/14/2026 Dearborn Partners LLC48,518$3.69M0.2%N/A0.073%
8/14/2026 Trail Ridge Investment Advisors LLC3,981$324K0.1%N/A0.006%
8/14/2026 Ames National Corp4,597$374K0.2%N/A0.007%
8/13/2026 D.B. Root & Company LLC14,777$1.20M0.3%N/A0.022%
8/13/2026 GSG Advisors LLC4,461$363K0.1%N/A0.007%
8/13/2026 Asset One Wealth Management LLC5,197$428K0.0%N/A0.008%
8/13/2026 Investor s Fiduciary Advisor Network LLC9,675$786K0.3%N/A0.015%
8/13/2026 Safeguard Investment Advisory Group LLC4,699$382K0.1%N/A0.007%
8/13/2026 TCM Advisors LLC16,283$1.32M0.1%N/A0.024%
8/13/2026 Infrastructure Capital Advisors LLC2,548$207K0.0%N/A0.004%


COKE Institutional Ownership - Frequently Asked Questions

During the previous two years, 835 institutional investors and hedge funds held shares of Coca-Cola Consolidated. The most heavily invested institutionals were BlackRock Inc. ($26.23B), Biglari Sardar ($8.96B), California State Teachers Retirement System ($2.16B), Legal & General Group Plc ($1.98B), Mitsubishi UFJ Asset Management Co. Ltd. ($1.59B), GQG Partners LLC ($1.49B), and Deutsche Bank AG ($1.35B).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 788 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: BlackRock Inc. ($322.74M), Legal & General Group Plc ($24.45M), Mitsubishi UFJ Asset Management Co. Ltd. ($19.58M), GQG Partners LLC ($18.39M), Deutsche Bank AG ($16.56M), California State Teachers Retirement System ($11.29M), and Canada Pension Plan Investment Board ($8.49M).

Institutional investors have bought a total of 472,188,603 shares in the last 24 months. This purchase volume represents approximately $89.75B in transactions.

Of the 198 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 3,857,980 shares in the last 24 months. This volume of shares sold represents approximately $555.15M in transactions.


Related Companies

Institutional ownership data for NASDAQ:COKE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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