Coca-Cola Consolidated Ownership | Who Owns Coca-Cola Consolidated?

Coca-Cola Consolidated Ownership Summary

Coca-Cola Consolidated is owned by 43.88% institutional investors, 32.84% insiders, and 23.28% retail investors. Vanguard group is the largest institutional shareholder, holding 6.61% of COKE shares. Macquarie Income Opportunities is the top mutual fund, with 8.33% of its assets in Coca-Cola Consolidated shares.

COKE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coca-Cola Consolidated	43.88%	32.84%	23.28%
Sector	Consumer Defensive Stocks	43.74%	14.93%	41.34%
Industry	Non-Alcoholic Beverages Stocks	30.88%	25.81%	43.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	578.92K	6.61%	$729.43M
Blackrock funding, inc. /de	533.46K	6.09%	$672.16M
Proficio capital partners	453.64K	5.18%	$453.64K
Blackrock	434.44K	4.63%	$471.36M
Norges bank	225.73K	2.58%	$284.42M
State street	181.99K	2.08%	$229.31M
Diversified trust	146.25K	1.67%	$184.27M
Fmr	131.51K	1.50%	$165.70M
Geode capital management	128.80K	1.47%	$162.33M
Invesco	125.00K	1.43%	$157.50M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Estuary capital management lp	34.00K	12.52%	$42.84M
Diversified trust	146.25K	4.49%	$184.27M
Sovereign's capital management	3.21K	2.58%	$4.05M
Fortress private ledger	3.03K	2.33%	$3.81M
Navellier & associates	14.88K	2.25%	$18.76M
Templeton & phillips capital management	1.84K	1.84%	$2.32M
Highpoint advisor group	19.87K	1.53%	$28.13M
Vela investment management	3.96K	1.39%	$4.98M
Monument capital management	3.94K	1.37%	$4.97M
Caitlin john	1.28K	1.06%	$1.61M

Top Buyers

Holder	Shares	% Assets	Change
Proficio capital partners	453.64K	0.04%	453.41K
Norges bank	225.73K	0.04%	225.73K
Estuary capital management lp	34.00K	12.52%	34.00K
Invesco	125.00K	0.03%	31.20K
Raymond james financial	21.49K	0.01%	21.49K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	-	-	-152.71K
Blackrock	434.44K	0.01%	-128.38K
Wallace capital management	-	-	-83.32K
Hennessy advisors	-	-	-50.26K
Millennium management	73.57K	0.05%	-30.31K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	225.73K	0.04%	225.73K	$284.42M
Raymond james financial	21.49K	0.01%	21.49K	$27.08M
Susquehanna fundamental investments	11.19K	0.20%	11.19K	$14.10M
Weiss asset management lp	9.23K	0.24%	9.23K	$11.64M
Ruffer llp	4.79K	0.22%	4.79K	$6.04M

Sold Out

Holder	Change
Riverview trust	-1.00
Wr wealth planners	-1.00
Strengthening families & communities	-1.00
Rothschild investment	-2.00
Raleigh capital management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	453	0.67%	3,844,682	1.66%	43	2.36%	206	-11.97%	142	27.93%
Sep 30, 2024	444	8.03%	3,765,020	-6.74%	42	2.32%	230	16.16%	110	-11.29%
Jun 30, 2024	408	12.09%	4,037,120	9.72%	43	2.80%	196	14.62%	124	13.76%
Mar 31, 2024	364	4.90%	3,679,310	-9.45%	39	2.09%	171	3.64%	109	1.87%
Dec 31, 2023	347	12.66%	4,063,217	7.60%	43	2.67%	165	23.13%	107	8.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Macquarie Income Opportunities	726.60K	8.33%	3.78K
iShares Core S&P Mid-Cap ETF	192.53K	2.21%	353.00
Vanguard US Total Market Shares ETF	159.42K	1.83%	132.00
Vanguard Total Stock Mkt Idx Inv	158.80K	1.82%	99.00
Vanguard Small Cap Index	128.71K	1.48%	105.00
JHancock Disciplined Value Mid Cap I	106.29K	1.22%	11.00K
T. Rowe Price Integrated US SmCapGrEq	101.79K	1.16%	50.90K
Vanguard Institutional Extnd Mkt Idx Tr	89.55K	1.03%	271.00
Vanguard Small Cap Growth Index Inv	72.29K	0.83%	-415.00
Invesco S&P MidCap Quality ETF	55.34K	0.63%	-72.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 05, 2024	COCA COLA CO	-	Sell	$553.72M
Dec 18, 2023	Everett Morgan Harrison	Vice Chair	Buy	$1.71K
May 10, 2019	Murrey John W III	-	Sell	$189.22K
May 10, 2019	Murrey John W III	-	Sell	$190.38K
Aug 20, 2007	COCA COLA ENTERPRISES INC	-	Sell	$394.59

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q3	-	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	1	-

COKE Ownership FAQ

Who Owns Coca-Cola Consolidated?

Coca-Cola Consolidated shareholders are primarily institutional investors at 43.88%, followed by 32.84% insiders and 23.28% retail investors. The average institutional ownership in Coca-Cola Consolidated's industry, Non-Alcoholic Beverages Stocks, is 30.88%, which Coca-Cola Consolidated exceeds.

Who owns the most shares of Coca-Cola Consolidated?

Coca-Cola Consolidated’s largest shareholders are Vanguard group (578.92K shares, 6.61%), Blackrock funding, inc. /de (533.46K shares, 6.09%), and Proficio capital partners (453.64K shares, 5.18%). Together, they hold 17.87% of Coca-Cola Consolidated’s total shares outstanding.

Does Blackrock own Coca-Cola Consolidated?

Yes, BlackRock owns 4.63% of Coca-Cola Consolidated, totaling 434.44K shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 471.36M$. In the last quarter, BlackRock decreased its holdings by -128K shares, a -22.81% change.

Who is Coca-Cola Consolidated’s biggest shareholder by percentage of total assets invested?

Estuary capital management lp is Coca-Cola Consolidated’s biggest shareholder by percentage of total assets invested, with 12.52% of its assets in 34K Coca-Cola Consolidated shares, valued at 42.84M$.

Who is the top mutual fund holder of Coca-Cola Consolidated shares?

Macquarie Income Opportunities is the top mutual fund holder of Coca-Cola Consolidated shares, with 8.33% of its total shares outstanding invested in 726.6K Coca-Cola Consolidated shares.

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