Coca-Cola Consolidated Ownership 2024 | Who Owns Coca-Cola Consolidated Now?


OverviewRevenueFinancialsChart

Institutional Ownership

11.94%

Insider Ownership

32.84%

Retail Ownership

55.23%

Institutional Holders

220.00

Coca-Cola Consolidated Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC6.01%0.01%563,147-45,728-7.51%611,014,495Jun 30, 2024
BLACKROCK INC.4.63%0.01%434,436-128,381-22.81%471,363,099Jun 30, 2024
NORGES BANK3.27%0.05%306,543306,543100.00%332,599,155Jun 30, 2024
FMR LLC2.04%0.01%191,70050,45635.72%207,993,581Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.88%0.05%176,359-9,388-5.05%191,339,241Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.84%0.09%172,788160,5211308.56%187,474,980Jun 30, 2024
DIVERSIFIED TRUST CO1.56%4.48%146,274-125-0.09%158,707,290Jun 30, 2024
STATE STREET CORP1.55%0.01%145,657-23,665-13.98%158,037,845,000Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1.20%1.12%112,15652,49187.98%121,689,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.14%0.01%107,048-18,748-14.90%116,170,241Jun 30, 2024
INVESCO LTD.1.04%0.02%97,93918,98524.05%106,263,815Jun 30, 2024
WALLACE CAPITAL MANAGEMENT INC.0.89%0.76%83,32283,322100.00%5,303,427Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.80%0.12%75,03511,58718.26%80,362,593Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.77%0.01%72,421-1,051-1.43%78,578,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.76%0.01%71,259-802-1.11%77,316,048Jun 30, 2024
NORTHERN TRUST CORP0.62%0.01%57,6595751.01%62,560,015,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.54%0.01%50,424-1,619-3.11%54,709,536Jun 30, 2024
HENNESSY ADVISORS INC0.47%1.80%43,9566,70017.98%47,692,260Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.41%0.07%38,827-7,936-16.97%42,127,295Jun 30, 2024
MORGAN STANLEY0.36%0.00%33,764-12,559-27.11%36,635,762Jun 30, 2024

Coca-Cola Consolidated's largest institutional shareholder is VANGUARD GROUP INC, holding 6.01% of the company's total share outstanding, currently valued at $611.01M. The top 10 institutional shareholders own together 25.13% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ESTUARY CAPITAL MANAGEMENT LP0.24%7.95%22,7263,19616.36%24,657,710Jun 30, 2024
DIVERSIFIED TRUST CO1.56%4.48%146,274-125-0.09%158,707,290Jun 30, 2024
HENNESSY ADVISORS INC0.47%1.80%43,9566,70017.98%47,692,260Jun 30, 2024
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC0.02%1.78%1,848160.87%2,005,080Jun 30, 2024
PRIVIUM FUND MANAGEMENT (UK) LTD0.04%1.53%3,56010.03%3,935,438Jun 30, 2024
VELA INVESTMENT MANAGEMENT, LLC0.04%1.38%4,0884,088100.00%4,435,480Jun 30, 2024
HIGHPOINT ADVISOR GROUP LLC0.21%1.35%19,886330.17%22,681,000Jun 30, 2024
MONUMENT CAPITAL MANAGEMENT0.04%1.27%3,9921313.39%4,331,422Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1.20%1.12%112,15652,49187.98%121,689,000Jun 30, 2024
EJF CAPITAL LLC0.01%0.94%1,1701,170100.00%1,269,450Jun 30, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.01%0.88%974282.96%1,056,790Jun 30, 2024
FLYNN ZITO CAPITAL MANAGEMENT, LLC0.02%0.84%1,518-51-3.25%1,646,953Jun 30, 2024
WALLACE CAPITAL MANAGEMENT INC.0.89%0.76%83,32283,322100.00%5,303,427Jun 30, 2024
NAVELLIER & ASSOCIATES INC0.06%0.67%5,2961442.79%5,746,169Jun 30, 2024
NATIXIS INVESTMENT MANAGERS INTERNATIONAL0.09%0.67%8,3318,331100.00%9,039,135Jun 30, 2024
NICOLA WEALTH MANAGEMENT LTD.0.05%0.67%5,060--7,512,104Jun 30, 2024
MARATHON ASSET MANAGEMENT LTD0.19%0.62%18,180-7,248-28.50%19,725,300Jun 30, 2024
LOCUST WOOD CAPITAL ADVISERS, LLC0.15%0.55%14,17714,177100.00%15,382,045Jun 30, 2024
MACROVIEW INVESTMENT MANAGEMENT LLC0.00%0.50%433--469,805Jun 30, 2024
HANCOCK WHITNEY CORP0.14%0.49%13,211180.14%14,333,935Jun 30, 2024

The largest Coca-Cola Consolidated shareholder by % of total assets is ESTUARY CAPITAL MANAGEMENT LP. The company owns 22.73K shares of Coca-Cola Consolidated (COKE), representing 7.95% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK3.27%0.05%306,543306,543100.00%332,599,155Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.84%0.09%172,788160,5211308.56%187,474,980Jun 30, 2024
WALLACE CAPITAL MANAGEMENT INC.0.89%0.76%83,32283,322100.00%5,303,427Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1.20%1.12%112,15652,49187.98%121,689,000Jun 30, 2024
FMR LLC2.04%0.01%191,70050,45635.72%207,993,581Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.34%0.12%32,06729,7281270.97%34,792,695Jun 30, 2024
INVESCO LTD.1.04%0.02%97,93918,98524.05%106,263,815Jun 30, 2024
HRT FINANCIAL LP0.17%0.10%15,87215,872100.00%17,221,000Jun 30, 2024
LOCUST WOOD CAPITAL ADVISERS, LLC0.15%0.55%14,17714,177100.00%15,382,045Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.0.13%0.06%11,85211,852100.00%12,859,420Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.80%0.12%75,03511,58718.26%80,362,593Jun 30, 2024
ROYAL BANK OF CANADA0.13%0.00%12,38711,5151320.53%13,440,000Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.12%0.29%11,59411,3144040.71%12,579,490Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.16%0.00%15,35210,316204.85%16,656,920Jun 30, 2024
NATIXIS INVESTMENT MANAGERS INTERNATIONAL0.09%0.67%8,3318,331100.00%9,039,135Jun 30, 2024
ALGERT GLOBAL LLC0.12%0.41%11,4837,090161.39%12,459,000Jun 30, 2024
HENNESSY ADVISORS INC0.47%1.80%43,9566,70017.98%47,692,260Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.04%5,9285,928100.00%6,431,880Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.15%0.08%13,7335,29862.81%14,900,305Jun 30, 2024
VELA INVESTMENT MANAGEMENT, LLC0.04%1.38%4,0884,088100.00%4,435,480Jun 30, 2024

As of Jun 30 2024, Coca-Cola Consolidated's largest institutional buyer is NORGES BANK. The company purchased 306.54K stocks of COKE, valued at $332.60M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.4.63%0.01%434,436-128,381-22.81%471,363,099Jun 30, 2024
LSV ASSET MANAGEMENT----53,223-100.00%-Jun 30, 2024
VANGUARD GROUP INC6.01%0.01%563,147-45,728-7.51%611,014,495Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.25%0.02%23,180-28,523-55.17%25,150,300Jun 30, 2024
STATE STREET CORP1.55%0.01%145,657-23,665-13.98%158,037,845,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.14%0.01%107,048-18,748-14.90%116,170,241Jun 30, 2024
GOLDMAN SACHS GROUP INC0.23%0.00%21,464-16,392-43.30%23,288,440Jun 30, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC----13,074-100.00%-Jun 30, 2024
MORGAN STANLEY0.36%0.00%33,764-12,559-27.11%36,635,762Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.88%0.05%176,359-9,388-5.05%191,339,241Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----8,520-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.41%0.07%38,827-7,936-16.97%42,127,295Jun 30, 2024
PENINSULA WEALTH, LLC----7,918-100.00%-Jun 30, 2024
FEDERATED HERMES, INC.0.10%0.02%9,544-7,846-45.12%10,355,240,000Jun 30, 2024
WEISS ASSET MANAGEMENT LP----7,635-100.00%-Jun 30, 2024
MARATHON ASSET MANAGEMENT LTD0.19%0.62%18,180-7,248-28.50%19,725,300Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.----6,926-100.00%-Jun 30, 2024
BARCLAYS PLC0.02%0.00%2,042-6,806-76.92%2,216,000Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.03%0.01%3,078-6,678-68.45%3,338,000Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.04%0.01%3,280-6,521-66.53%3,558,800Jun 30, 2024

As of Jun 30 2024, Coca-Cola Consolidated's biggest institutional seller is BLACKROCK INC.. The company sold -0.13M shares of COKE, valued at $471.36M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK3.27%0.05%306,543306,543100.00%332,599,155Jun 30, 2024
WALLACE CAPITAL MANAGEMENT INC.0.89%0.76%83,32283,322100.00%5,303,427Jun 30, 2024
LOCUST WOOD CAPITAL ADVISERS, LLC0.15%0.55%14,17714,177100.00%15,382,045Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.0.13%0.06%11,85211,852100.00%12,859,420Jun 30, 2024
NATIXIS INVESTMENT MANAGERS INTERNATIONAL0.09%0.67%8,3318,331100.00%9,039,135Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.04%5,9285,928100.00%6,431,880Jun 30, 2024
VELA INVESTMENT MANAGEMENT, LLC0.04%1.38%4,0884,088100.00%4,435,480Jun 30, 2024
EMPOWERED FUNDS, LLC0.04%0.07%3,7383,738100.00%4,055,730Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.03%0.19%3,2533,253100.00%3,529,505Jun 30, 2024
TREASURER OF THE STATE OF NORTH CAROLINA0.03%0.01%2,5702,570100.00%2,788,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.03%0.01%2,3682,368100.00%2,569,280Jun 30, 2024
VAN ECK ASSOCIATES CORP0.02%0.00%2,1532,153100.00%2,336,000Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.02%0.19%1,6911,691100.00%1,834,735Jun 30, 2024
HILLTOP HOLDINGS INC.0.02%0.18%1,4271,427100.00%1,548,295Jun 30, 2024
SUMMIT GLOBAL INVESTMENTS0.01%0.10%1,3871,387100.00%1,505,000Jun 30, 2024
EJF CAPITAL LLC0.01%0.94%1,1701,170100.00%1,269,450Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.01%0.37%1,0021,002100.00%1,087,170Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.01%1,0011,001100.00%1,086,085Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.01%0.04%941941100.00%1,020,985Jun 30, 2024
FORA CAPITAL, LLC0.01%0.11%864864100.00%937,440Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.03%846846100.00%918,054Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.01%0.05%661661100.00%717,000Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.02%592592100.00%642,320Jun 30, 2024
INCEPTIONR LLC0.01%0.18%588588100.00%637,980Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.01%0.00%571571100.00%619,535Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.01%0.00%555555100.00%602,175Jun 30, 2024
SQUAREPOINT OPS LLC0.01%0.00%542542100.00%588,070Jun 30, 2024
CREATIVEONE WEALTH, LLC0.01%0.03%536536100.00%582,000Jun 30, 2024
MML INVESTORS SERVICES, LLC0.01%0.00%525525100.00%570,000Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.01%0.04%511511100.00%554,435Jun 30, 2024
MARYLAND STATE RETIREMENT & PENSION SYSTEM0.00%0.01%459459100.00%498,015Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.03%455455100.00%493,675Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC0.00%0.12%424424100.00%460,040Jun 30, 2024
LAURION CAPITAL MANAGEMENT LP0.00%0.01%423423100.00%458,955Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.00%0.05%400400100.00%434,000Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.00%0.00%345345100.00%374,325Jun 30, 2024
UTAH RETIREMENT SYSTEMS0.00%0.00%317317100.00%343,945Jun 30, 2024
AXQ CAPITAL, LP0.00%0.08%301301100.00%326,585Jun 30, 2024
ARISTIDES CAPITAL LLC0.00%0.09%278278100.00%301,630Jun 30, 2024
ATOM INVESTORS LP0.00%0.03%275275100.00%298,375Jun 30, 2024
MGO ONE SEVEN LLC0.00%0.01%240240100.00%260,400Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.00%0.18%238238100.00%258,230Jun 30, 2024
CHOREO, LLC0.00%0.00%233233100.00%258,216Jun 30, 2024
HSBC HOLDINGS PLC0.00%0.00%231231100.00%248,496Jun 30, 2024
CIBC ASSET MANAGEMENT INC0.00%0.00%228228100.00%247,380Jun 30, 2024
ALPHASTAR CAPITAL MANAGEMENT, LLC0.00%0.02%227227100.00%246,663Jun 30, 2024
REGIONS FINANCIAL CORP0.00%0.00%225225100.00%244,125Jun 30, 2024
MACQUARIE GROUP LTD0.00%0.00%219219100.00%237,615Jun 30, 2024
LEAVELL INVESTMENT MANAGEMENT, INC.0.00%0.01%217217100.00%235,000Jun 30, 2024
ROI FINANCIAL ADVISORS, LLC0.00%0.17%216216100.00%234,360Jun 30, 2024
CASSADAY & CO WEALTH MANAGEMENT LLC0.00%0.01%214214100.00%232,190Jun 30, 2024
AMERITAS ADVISORY SERVICES, LLC0.00%0.01%214214100.00%232,658Jun 30, 2024
SHEAFF BROCK INVESTMENT ADVISORS, LLC0.00%0.02%213213100.00%231,025Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.00%0.01%206206100.00%223,510Jun 30, 2024
PINE VALLEY INVESTMENTS LTD LIABILITY CO0.00%0.01%204204100.00%221,340Jun 30, 2024
KOLINSKY WEALTH MANAGEMENT, LLC0.00%0.16%203203100.00%219,720Jun 30, 2024
MILL CREEK CAPITAL ADVISORS, LLC0.00%0.01%202202100.00%218,811Jun 30, 2024
DAVENPORT & CO LLC0.00%0.00%200200100.00%217,000Jun 30, 2024
CSENGE ADVISORY GROUP0.00%0.01%200200100.00%217,000Jun 30, 2024
ZHANG FINANCIAL LLC0.00%0.02%200200100.00%217,000Jun 30, 2024
BEAUMONT FINANCIAL ADVISORS, LLC0.00%0.02%200200100.00%217,000Jun 30, 2024
SKYOAK WEALTH, LLC0.00%0.05%200200100.00%217,000Jun 30, 2024
WALKER ASSET MANAGEMENT, LLC0.00%0.15%200200100.00%217,000Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.00%0.00%194194100.00%210,614Jun 30, 2024
SHELTON CAPITAL MANAGEMENT0.00%0.01%190190100.00%206,150Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.00%187187100.00%202,938Jun 30, 2024
KEEL POINT, LLC0.00%0.02%171171100.00%214,461Jun 30, 2024
ICON WEALTH ADVISORS, LLC0.00%0.01%108108100.00%123,756Jun 30, 2024
HUNTINGTON NATIONAL BANK0.00%0.00%8080100.00%86,800Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC0.00%0.00%3232100.00%34,720Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%2020100.00%21,700Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%1919100.00%20,684Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC0.00%0.00%1111100.00%12,210Jun 30, 2024
0.00%0.00%99100.00%9,765Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%99100.00%9,637Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-66100.00%6,531Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%66100.00%6,510Jun 30, 2024
ROTHSCHILD INVESTMENT LLC-0.00%22100.00%2,170Jun 30, 2024
J.SAFRA ASSET MANAGEMENT CORP-0.00%22100.00%2,170Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC-0.00%22100.00%2,170Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC-0.00%11100.00%1,085Jun 30, 2024
CVA FAMILY OFFICE, LLC-0.00%11100.00%1,085Jun 30, 2024
HOBBS GROUP ADVISORS, LLC-0.00%11100.00%647Jun 30, 2024
STRENGTHENING FAMILIES & COMMUNITIES, LLC-0.00%11100.00%1,000Jun 30, 2024

Coca-Cola Consolidated's largest new institutional shareholder by number of shares is NORGES BANK, purchased 306.54K shares, valued at $332.60M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LSV ASSET MANAGEMENT----53,223-100.00%-Jun 30, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC----13,074-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----8,520-100.00%-Jun 30, 2024
PENINSULA WEALTH, LLC----7,918-100.00%-Jun 30, 2024
WEISS ASSET MANAGEMENT LP----7,635-100.00%-Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.----6,926-100.00%-Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP----5,082-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----5,000-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----4,892-100.00%-Jun 30, 2024
SHAKESPEARE WEALTH MANAGEMENT, INC.----3,731-100.00%-Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC----1,698-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----1,572-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----1,500-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----1,285-100.00%-Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC----1,227-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----1,065-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----1,052-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----852-100.00%-Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.----849-100.00%-Jun 30, 2024
ONEASCENT WEALTH MANAGEMENT LLC----810-100.00%-Jun 30, 2024
MAGNETAR FINANCIAL LLC----789-100.00%-Jun 30, 2024
FINANCIAL ENGINES ADVISORS L.L.C.----712-100.00%-Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----694-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----660-100.00%-Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC----570-100.00%-Jun 30, 2024
AZZAD ASSET MANAGEMENT INC /ADV----519-100.00%-Jun 30, 2024
FIRST NATIONAL BANK OF OMAHA----504-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----435-100.00%-Jun 30, 2024
PETRUS TRUST COMPANY, LTA----336-100.00%-Jun 30, 2024
PROFUND ADVISORS LLC----288-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----258-100.00%-Jun 30, 2024
FOUNDATIONS INVESTMENT ADVISORS, LLC----257-100.00%-Jun 30, 2024
AVIVA PLC----256-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----251-100.00%-Jun 30, 2024
BOKF, NA----172-100.00%-Jun 30, 2024
TD WATERHOUSE CANADA INC.----150-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----107-100.00%-Jun 30, 2024
VIRTUS FUND ADVISERS, LLC----83-100.00%-Jun 30, 2024
FIRST HORIZON ADVISORS, INC.----41-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----36-100.00%-Jun 30, 2024
RIVERVIEW TRUST CO----18-100.00%-Jun 30, 2024
GRADIENT INVESTMENTS LLC----14-100.00%-Jun 30, 2024
ANCORA ADVISORS, LLC----5-100.00%-Jun 30, 2024
PRIVATE TRUST CO NA----4-100.00%-Jun 30, 2024
GOALVEST ADVISORY LLC----4-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----3-100.00%-Jun 30, 2024
RALEIGH CAPITAL MANAGEMENT INC.----2-100.00%-Jun 30, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.----1-100.00%-Jun 30, 2024

Coca-Cola Consolidated's largest sold out institutional shareholder by shares sold is LSV ASSET MANAGEMENT, sold -53.22K shares, valued at -, as of undefined.

Coca-Cola Consolidated Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Elevation Series Trust0.09%4,361962.25%Jan 31, 2024
VOLUMETRIC FUND INC0.02%650--Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.02%54,722-511-0.93%Mar 31, 2024
HENNESSY FUNDS TRUST0.02%33,6563,60011.98%Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.02%1,12518920.19%Sep 30, 2022
ROYCE VALUE TRUST, INC.0.01%8,000--Mar 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.01%38,3203270.86%Mar 28, 2024
Vanguard Montgomery Funds0.01%2,147-2,682-55.54%Mar 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.01%2,945-101-3.32%Jan 31, 2024
Federated Hermes MDT Series0.01%16,3183492.19%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.01%3,275--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.01%8,054-112-1.37%Apr 30, 2022
VALUED ADVISERS TRUST0.00%4,415-1,777-28.70%Jan 31, 2024
Tributary Funds, Inc.0.00%19,346-239-1.22%Dec 31, 2023
Vericimetry Funds0.00%310--Mar 31, 2024
Federated Hermes Index Trust0.00%720-72-9.09%Jan 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.00%61--Dec 29, 2023
VANGUARD HORIZON FUNDS0.00%61,922-14,132-18.58%Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.00%1,837--Mar 31, 2024
Humankind Benefit Corp0.00%51-1-1.92%Dec 31, 2023
VANGUARD EXPLORER FUND0.00%28,027-5,010-15.16%Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.00%9,548-342-3.46%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%7,330-2,298-23.87%Jan 31, 2024
SYNTAX ETF TRUST0.00%56-5-8.20%Mar 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.00%190--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%8,375-326-3.75%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%713-16-2.19%Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%36,984--Mar 31, 2024
RANGER FUNDS INVESTMENT TRUST0.00%4343-Apr 30, 2020
VANGUARD INDEX FUNDS0.00%429,464-35,101-7.56%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.00%573-28-4.66%Mar 31, 2024
Fidelity Commonwealth Trust II0.00%5,95670613.45%Aug 31, 2023
PFM Multi-Manager Series Trust0.00%670--Dec 31, 2023
T. Rowe Price Small-Cap Value Fund, Inc.0.00%6,374-34,000-84.21%Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%1,874-87-4.44%Mar 31, 2024
AGF Investments Trust0.00%-15--Mar 31, 2024
Lattice Strategies Trust0.00%1,201838230.85%Mar 31, 2024
Calvert Responsible Index Series, Inc.0.00%1,256--Mar 31, 2024
Voya EQUITY TRUST0.00%1,00711713.15%Feb 29, 2024
FIDELITY COMMONWEALTH TRUST0.00%2,152311.46%Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%52,26313,27034.03%Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%23,569-340-1.42%Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,518-14-0.91%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%126--Mar 31, 2024
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)0.00%7,191-2,097-22.58%Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%2,922150.52%Jan 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%2,300-1,900-45.24%Mar 31, 2024
JAMES ADVANTAGE FUNDS0.00%960--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%45,2182,5636.01%Feb 29, 2024
BRIDGEWAY FUNDS INC0.00%800--Mar 28, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%203105107.14%Sep 30, 2023
IndexIQ ETF Trust0.00%613-36-5.55%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,134210.67%Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.00%912--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,266-1,794-58.63%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%7,179-775-9.74%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%46,2271,2022.67%Feb 29, 2024
Voya BALANCED PORTFOLIO INC0.00%327-51-13.49%Mar 31, 2024
M FUND INC0.00%100--Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%3,690-963-20.70%Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%40,577--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%7,620-443-5.49%Mar 31, 2024
ETF Managers Trust0.00%1,281--Dec 31, 2023
MML SERIES INVESTMENT FUND0.00%1,489--Dec 31, 2023
EXCHANGE TRADED CONCEPTS TRUST0.00%91960.66%Feb 29, 2024
MASSMUTUAL PREMIER FUNDS0.00%4,301791.87%Dec 31, 2023
Goldman Sachs ETF Trust II0.00%159--Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%152,78234,33628.99%Jan 31, 2024
JANUS INVESTMENT FUND0.00%39,969-11,675-22.61%Dec 31, 2023
RYDEX SERIES FUNDS0.00%542483818.64%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.00%3,050-150-4.69%Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%339-10-2.87%Mar 31, 2024
SHELTON FUNDS0.00%205--Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%6,223-363-5.51%Mar 31, 2024
Principal Exchange-Traded Funds0.00%1,378-86-5.87%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.00%300--Mar 31, 2024
RYDEX VARIABLE TRUST0.00%1321231366.67%Dec 31, 2023
Horizon Funds0.00%2075536.18%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%3,110-2-0.06%Mar 31, 2024
STONE RIDGE TRUST0.00%2,378--Jan 31, 2024
STEWARD FUNDS, INC.0.00%236-25-9.58%Jan 31, 2024
Natixis Funds Trust I0.00%15,3406,03064.77%Mar 31, 2024
VANGUARD WORLD FUND0.00%23,560-918-3.75%Feb 29, 2024
PRAXIS MUTUAL FUNDS0.00%990--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%47,4861,0382.23%Feb 29, 2024
T. Rowe Price Exchange-Traded Funds, Inc.0.00%513--Feb 29, 2024
SunAmerica Specialty Series0.00%39--Apr 30, 2021
OHIO NATIONAL FUND INC0.00%1,477-55-3.59%Mar 31, 2024
JOHNSON MUTUAL FUNDS TRUST0.00%2,100-400-16.00%Mar 31, 2024
Dimensional ETF Trust0.00%31,699-1,039-3.17%Jan 31, 2024
TIMOTHY PLAN0.00%3324515.68%Mar 31, 2024
Catholic Responsible Investments Funds0.00%2,397--Jan 31, 2023
SA FUNDS INVESTMENT TRUST0.00%1,014--Mar 31, 2024
ALLSPRING MASTER TRUST0.00%4,064-2,632-39.31%Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%1,354-74-5.18%Mar 31, 2024
PRUDENTIAL SERIES FUND0.00%4,260--Mar 28, 2024
NORTHERN FUNDS0.00%7,242811.13%Mar 28, 2024
Guggenheim Variable Funds Trust0.00%191--Dec 31, 2023
GPS Funds I0.00%252--Mar 31, 2024
Tidal ETF Trust0.00%597--Jan 31, 2024

Coca-Cola Consolidated's largest mutual fund holder by % of total assets is "Elevation Series Trust", owning 4.36K shares, compromising 0.09% of its total assets.

Coca-Cola Consolidated Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24220-39.39%
31 Mar, 243634.61%
31 Dec, 2334712.66%
30 Sep, 233086.21%
30 Jun, 232902.11%
31 Mar, 232843.27%
31 Dec, 222751.85%
30 Sep, 22270-3.91%
30 Jun, 222817.25%
31 Mar, 22262-1.87%
31 Dec, 2126715.09%
30 Sep, 212324.98%
30 Jun, 2122110.50%
31 Mar, 212003.09%
31 Dec, 201944.86%
30 Sep, 20185-0.54%
30 Jun, 201866.90%
31 Mar, 20174-13.86%
31 Dec, 192021.00%
30 Sep, 192002.56%
30 Jun, 1919513.37%
31 Mar, 1917213.91%
31 Dec, 181519.42%
30 Sep, 18138-6.76%
30 Jun, 181480.68%
31 Mar, 181470.68%
31 Dec, 17146-
30 Sep, 171460.69%
30 Jun, 171456.62%
31 Mar, 1713615.25%
31 Dec, 161186.31%
30 Sep, 16111-4.31%
30 Jun, 16116-1.69%
31 Mar, 16118-4.84%
31 Dec, 151247.83%
30 Sep, 1511511.65%
30 Jun, 151038.42%
31 Mar, 15952.15%
31 Dec, 149312.05%
30 Sep, 1483-4.60%
30 Jun, 1487-1.14%
31 Mar, 14886.02%
31 Dec, 1383-2.35%
30 Sep, 13851.19%
30 Jun, 1384189.66%
31 Mar, 1329-14.71%
31 Dec, 12346.25%
30 Sep, 12326.67%
30 Jun, 1230-
31 Mar, 12303.45%
31 Dec, 112911.54%
30 Sep, 1126-3.70%
30 Jun, 11278.00%
31 Mar, 11258.70%
31 Dec, 102321.05%
30 Sep, 1019-17.39%
30 Jun, 102327.78%
31 Mar, 1018-14.29%
31 Dec, 0921-8.70%
30 Sep, 09234.55%
30 Jun, 0922120.00%
31 Mar, 0910-41.18%
31 Dec, 0817-19.05%
30 Sep, 082161.54%
30 Jun, 0813-23.53%
31 Mar, 0817-
31 Dec, 07176.25%
30 Sep, 0716-23.81%
30 Jun, 072116.67%
31 Mar, 0718-14.29%
31 Dec, 062131.25%
30 Sep, 061614.29%
30 Jun, 061427.27%
31 Mar, 0611-8.33%
31 Dec, 051220.00%
30 Sep, 0510-
30 Jun, 0510-9.09%
31 Mar, 051110.00%
31 Dec, 041011.11%
30 Sep, 049-10.00%
30 Jun, 0410-33.33%
31 Mar, 041536.36%
31 Dec, 0311-21.43%
30 Sep, 031416.67%
30 Jun, 0312-
31 Mar, 0312-14.29%
31 Dec, 02147.69%
30 Sep, 021318.18%
30 Jun, 0211-8.33%
31 Mar, 0212200.00%
31 Dec, 014-33.33%
30 Sep, 016-14.29%
30 Jun, 017-
31 Mar, 017-
31 Dec, 007-22.22%
30 Sep, 009-18.18%
30 Jun, 001137.50%
31 Mar, 00814.29%
31 Dec, 99740.00%
30 Sep, 995-44.44%
30 Jun, 999-18.18%
31 Mar, 9911-

As of 30 Jun 24, 220 institutions are holding Coca-Cola Consolidated's shares, representing a decrease of -39.39% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 241,119,004-69.58%
31 Mar, 243,679,047-9.45%
31 Dec, 234,063,2177.60%
30 Sep, 233,776,3551.65%
30 Jun, 233,714,931-2.56%
31 Mar, 233,812,6958.30%
31 Dec, 223,520,6531.96%
30 Sep, 223,452,833-3.46%
30 Jun, 223,576,6001.44%
31 Mar, 223,525,7821.81%
31 Dec, 213,463,055-1.77%
30 Sep, 213,525,357-0.62%
30 Jun, 213,547,2690.11%
31 Mar, 213,543,5331.70%
31 Dec, 203,484,2970.48%
30 Sep, 203,467,6210.86%
30 Jun, 203,438,034-6.97%
31 Mar, 203,695,760-0.86%
31 Dec, 193,727,829-2.11%
30 Sep, 193,808,292-7.31%
30 Jun, 194,108,47812.62%
31 Mar, 193,648,1072.08%
31 Dec, 183,573,8690.20%
30 Sep, 183,566,769-0.50%
30 Jun, 183,584,7000.83%
31 Mar, 183,555,264-2.79%
31 Dec, 173,657,3212.27%
30 Sep, 173,576,1252.35%
30 Jun, 173,494,061-3.58%
31 Mar, 173,623,8787.61%
31 Dec, 163,367,666-4.01%
30 Sep, 163,508,218-4.44%
30 Jun, 163,671,17013.34%
31 Mar, 163,239,1140.22%
31 Dec, 153,231,981-73.45%
30 Sep, 1512,173,008268.52%
30 Jun, 153,303,1788.55%
31 Mar, 153,042,9592.20%
31 Dec, 142,977,44611.46%
30 Sep, 142,671,261-54.87%
30 Jun, 145,918,993126.02%
31 Mar, 142,618,791-4.74%
31 Dec, 132,749,170-45.19%
30 Sep, 135,015,49115.01%
30 Jun, 134,360,949254.77%
31 Mar, 131,229,230-9.54%
31 Dec, 121,358,871-2.79%
30 Sep, 121,397,920-8.60%
30 Jun, 121,529,460-4.36%
31 Mar, 121,599,210-9.36%
31 Dec, 111,764,269-0.43%
30 Sep, 111,771,891-6.01%
30 Jun, 111,885,20357.94%
31 Mar, 111,193,61233.31%
31 Dec, 10895,3502.97%
30 Sep, 10869,515-9.12%
30 Jun, 10956,81312.99%
31 Mar, 10846,827-35.81%
31 Dec, 091,319,34230.77%
30 Sep, 091,008,93928.60%
30 Jun, 09784,5405.61%
31 Mar, 09742,858-36.72%
31 Dec, 081,173,958-22.81%
30 Sep, 081,520,81927.49%
30 Jun, 081,192,9108.16%
31 Mar, 081,102,930-4.97%
31 Dec, 071,160,57212.11%
30 Sep, 071,035,170-6.94%
30 Jun, 071,112,31665.04%
31 Mar, 07673,949-31.00%
31 Dec, 06976,68720.32%
30 Sep, 06811,7319.84%
30 Jun, 06739,01425.55%
31 Mar, 06588,607-26.08%
31 Dec, 05796,2954.97%
30 Sep, 05758,59860.30%
30 Jun, 05473,229-17.84%
31 Mar, 05576,0103.06%
31 Dec, 04558,9261.80%
30 Sep, 04549,0653.99%
30 Jun, 04527,982-2.04%
31 Mar, 04538,97340.52%
31 Dec, 03383,553-13.82%
30 Sep, 03445,06772.68%
30 Jun, 03257,742-11.39%
31 Mar, 03290,886-20.01%
31 Dec, 02363,670-16.74%
30 Sep, 02436,78211.48%
30 Jun, 02391,806-10.39%
31 Mar, 02437,213168.28%
31 Dec, 01162,967-11.12%
30 Sep, 01183,364-43.22%
30 Jun, 01322,926-31.90%
31 Mar, 01474,207-9.13%
31 Dec, 00521,849-36.07%
30 Sep, 00816,33851.17%
30 Jun, 00539,99723.09%
31 Mar, 00438,69921.96%
31 Dec, 99359,713204.88%
30 Sep, 99117,985-74.89%
30 Jun, 99469,963-52.75%
31 Mar, 99994,638-

Coca-Cola Consolidated (COKE) has 1.12M shares outstanding as of 30 Jun 24, down -69.58% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2411.94%0.78%
31 Mar, 2439.25%2.09%
31 Dec, 2343.35%2.67%
30 Sep, 2340.29%2.56%
30 Jun, 2339.63%2.40%
31 Mar, 2340.67%2.88%
31 Dec, 2237.56%2.77%
30 Sep, 2236.83%2.53%
30 Jun, 2238.15%2.70%
31 Mar, 2237.62%2.76%
31 Dec, 2136.95%2.61%
30 Sep, 2137.61%2.63%
30 Jun, 2137.85%2.65%
31 Mar, 2137.81%2.74%
31 Dec, 2037.17%2.72%
30 Sep, 2037.00%2.75%
30 Jun, 2036.68%2.36%
31 Mar, 2039.43%2.49%
31 Dec, 1939.78%2.41%
30 Sep, 1940.63%2.11%
30 Jun, 1943.83%2.88%
31 Mar, 1938.99%2.67%
31 Dec, 1838.22%2.63%
30 Sep, 1838.13%2.60%
30 Jun, 1838.32%2.64%
31 Mar, 1838.10%2.48%
31 Dec, 1739.18%2.67%
30 Sep, 1738.31%2.73%
30 Jun, 1737.43%2.48%
31 Mar, 1738.89%2.97%
31 Dec, 1636.18%2.55%
30 Sep, 1637.67%2.42%
30 Jun, 1639.42%1.92%
31 Mar, 1645.36%3.75%
31 Dec, 1534.80%0.20%
30 Sep, 15131.01%10.37%
30 Jun, 1535.55%3.30%
31 Mar, 1532.80%3.18%
31 Dec, 1432.13%3.87%
30 Sep, 1428.81%0.71%
30 Jun, 1463.84%7.98%
31 Mar, 1428.29%3.20%
31 Dec, 1329.73%1.01%
30 Sep, 1354.22%2.44%
30 Jun, 1347.15%26.62%
31 Mar, 1313.31%6.13%
31 Dec, 1214.73%3.84%
30 Sep, 1219.58%7.13%
30 Jun, 1216.57%5.50%
31 Mar, 1217.36%2.84%
31 Dec, 1124.71%4.01%
30 Sep, 1124.81%3.56%
30 Jun, 1126.40%15.66%
31 Mar, 1112.99%13.65%
31 Dec, 109.75%10.88%
30 Sep, 109.47%8.72%
30 Jun, 1010.42%12.21%
31 Mar, 109.23%4.46%
31 Dec, 0914.40%7.21%
30 Sep, 0914.13%19.27%
30 Jun, 098.56%13.03%
31 Mar, 098.11%4.94%
31 Dec, 0812.81%2.45%
30 Sep, 0822.89%13.45%
30 Jun, 0813.05%4.73%
31 Mar, 0816.60%5.44%
31 Dec, 0717.47%7.20%
30 Sep, 0715.58%5.56%
30 Jun, 0716.74%16.27%
31 Mar, 0710.15%8.81%
31 Dec, 0610.73%7.19%
30 Sep, 0612.22%9.87%
30 Jun, 0611.12%14.17%
31 Mar, 068.86%11.53%
31 Dec, 058.77%6.72%
30 Sep, 0511.42%42.07%
30 Jun, 055.21%12.96%
31 Mar, 056.34%8.96%
31 Dec, 048.41%22.92%
30 Sep, 046.06%17.85%
30 Jun, 045.83%16.47%
31 Mar, 045.95%32.74%
31 Dec, 034.26%17.59%
30 Sep, 034.92%60.59%
30 Jun, 032.85%27.55%
31 Mar, 033.22%10.22%
31 Dec, 025.61%23.11%
30 Sep, 024.93%24.77%
30 Jun, 024.46%17.96%
31 Mar, 024.98%143.77%
31 Dec, 011.86%42.43%
30 Sep, 012.09%15.39%
30 Jun, 013.69%12.57%
31 Mar, 015.42%15.17%
31 Dec, 005.98%6.84%
30 Sep, 009.35%24.45%
30 Jun, 006.18%24.50%
31 Mar, 005.02%28.63%
31 Dec, 994.19%225.49%
30 Sep, 991.36%4.58%
30 Jun, 995.46%3.86%
31 Mar, 9911.89%-

As of 30 Jun 24, Coca-Cola Consolidated is held by 11.94% institutional shareholders, representing a 0.78% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2499-41.76%
31 Mar, 241703.03%
31 Dec, 2316523.13%
30 Sep, 23134-
30 Jun, 2313415.52%
31 Mar, 23116-3.33%
31 Dec, 22120-6.25%
30 Sep, 221284.92%
30 Jun, 22122-
31 Mar, 22122-4.69%
31 Dec, 2112843.82%
30 Sep, 2189-15.24%
30 Jun, 211059.38%
31 Mar, 219614.29%
31 Dec, 208412.00%
30 Sep, 2075-2.60%
30 Jun, 207720.31%
31 Mar, 2064-26.44%
31 Dec, 19873.57%
30 Sep, 1984-22.22%
30 Jun, 1910813.68%
31 Mar, 199537.68%
31 Dec, 186923.21%
30 Sep, 1856-24.32%
30 Jun, 187410.45%
31 Mar, 186721.82%
31 Dec, 1755-15.38%
30 Sep, 1765-9.72%
30 Jun, 1772-1.37%
31 Mar, 177343.14%
31 Dec, 165110.87%
30 Sep, 1646-23.33%
30 Jun, 16605.26%
31 Mar, 1657-16.18%
31 Dec, 156830.77%
30 Sep, 1552-1.89%
30 Jun, 155320.45%
31 Mar, 1544-2.22%
31 Dec, 144540.63%
30 Sep, 1432-21.95%
30 Jun, 1441-6.82%
31 Mar, 14444.76%
31 Dec, 1342-2.33%
30 Sep, 1343-31.75%
30 Jun, 1363350.00%
31 Mar, 1314-22.22%
31 Dec, 12185.88%
30 Sep, 1217-
30 Jun, 12176.25%
31 Mar, 1216-5.88%
31 Dec, 111713.33%
30 Sep, 1115-31.82%
30 Jun, 112257.14%
31 Mar, 1114-
31 Dec, 1014133.33%
30 Sep, 106-60.00%
30 Jun, 101566.67%
31 Mar, 109-10.00%
31 Dec, 0910-33.33%
30 Sep, 0915-21.05%
30 Jun, 0919375.00%
31 Mar, 094-42.86%
31 Dec, 087-56.25%
30 Sep, 0816128.57%
30 Jun, 087-22.22%
31 Mar, 08912.50%
31 Dec, 078-27.27%
30 Sep, 0711-15.38%
30 Jun, 071330.00%
31 Mar, 0710-9.09%
31 Dec, 061122.22%
30 Sep, 069-10.00%
30 Jun, 0610150.00%
31 Mar, 064-50.00%
31 Dec, 05833.33%
30 Sep, 05650.00%
30 Jun, 054-33.33%
31 Mar, 056100.00%
31 Dec, 043-
30 Sep, 043-57.14%
30 Jun, 047-22.22%
31 Mar, 04928.57%
31 Dec, 037-12.50%
30 Sep, 03814.29%
30 Jun, 037-
31 Mar, 037-30.00%
31 Dec, 021066.67%
30 Sep, 02620.00%
30 Jun, 025-50.00%
31 Mar, 0210900.00%
31 Dec, 011-50.00%
30 Sep, 012-
30 Jun, 012-33.33%
31 Mar, 013-
31 Dec, 003-
30 Sep, 003-57.14%
30 Jun, 00716.67%
31 Mar, 00620.00%
31 Dec, 99525.00%
30 Sep, 994-20.00%
30 Jun, 995-54.55%
31 Mar, 9911-

99 institutional shareholders have increased their position in COKE stock as of 30 Jun 24 compared to 170 in the previous quarter (a -41.76% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2459-45.87%
31 Mar, 241091.87%
31 Dec, 231078.08%
30 Sep, 23995.32%
30 Jun, 2394-2.08%
31 Mar, 2396-3.03%
31 Dec, 229911.24%
30 Sep, 2289-8.25%
30 Jun, 229711.49%
31 Mar, 22871.16%
31 Dec, 218619.44%
30 Sep, 217210.77%
30 Jun, 216532.65%
31 Mar, 2149-22.22%
31 Dec, 20633.28%
30 Sep, 20617.02%
30 Jun, 2057-10.94%
31 Mar, 206414.29%
31 Dec, 1956-16.42%
30 Sep, 196736.73%
30 Jun, 194922.50%
31 Mar, 1940-14.89%
31 Dec, 184723.68%
30 Sep, 183811.76%
30 Jun, 1834-12.82%
31 Mar, 1839-15.22%
31 Dec, 174612.20%
30 Sep, 174113.89%
30 Jun, 17365.88%
31 Mar, 1734-17.07%
31 Dec, 164117.14%
30 Sep, 163520.69%
30 Jun, 1629-12.12%
31 Mar, 1633-5.71%
31 Dec, 1535-14.63%
30 Sep, 154120.59%
30 Jun, 15343.03%
31 Mar, 153317.86%
31 Dec, 1428-17.65%
30 Sep, 143421.43%
30 Jun, 1428-
31 Mar, 142821.74%
31 Dec, 1323-4.17%
30 Sep, 1324118.18%
30 Jun, 131122.22%
31 Mar, 139-18.18%
31 Dec, 121137.50%
30 Sep, 128-20.00%
30 Jun, 1210-
31 Mar, 1210-9.09%
31 Dec, 111122.22%
30 Sep, 119125.00%
30 Jun, 114-42.86%
31 Mar, 11775.00%
31 Dec, 104-42.86%
30 Sep, 10716.67%
30 Jun, 106-
31 Mar, 106-
31 Dec, 09650.00%
30 Sep, 09433.33%
30 Jun, 093-40.00%
31 Mar, 095-28.57%
31 Dec, 087250.00%
30 Sep, 082-50.00%
30 Jun, 084-20.00%
31 Mar, 085-16.67%
31 Dec, 076200.00%
30 Sep, 072-71.43%
30 Jun, 07775.00%
31 Mar, 074-50.00%
31 Dec, 068100.00%
30 Sep, 06433.33%
30 Jun, 063-
31 Mar, 06350.00%
31 Dec, 052-
30 Sep, 052-60.00%
30 Jun, 05566.67%
31 Mar, 05350.00%
31 Dec, 042100.00%
30 Sep, 041-
30 Jun, 041-75.00%
31 Mar, 044300.00%
31 Dec, 031-66.67%
30 Sep, 033-
30 Jun, 033-40.00%
31 Mar, 03566.67%
31 Dec, 023-40.00%
30 Sep, 02525.00%
30 Jun, 024300.00%
31 Mar, 021-66.67%
31 Dec, 013-
30 Sep, 01350.00%
30 Jun, 012-33.33%
31 Mar, 013200.00%
31 Dec, 001-
30 Sep, 001-50.00%
30 Jun, 002-
31 Mar, 00--
31 Dec, 99--100.00%
30 Sep, 991-66.67%
30 Jun, 993-
31 Mar, 99--

59 institutional shareholders have reduced their position in COKE stock as of 30 Jun 24 compared to 109 in the previous quarter (a -45.87% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24220-39.39%1,119,004-69.58%11.94%0.78%99-41.76%59-45.87%
31 Mar, 243634.61%3,679,047-9.45%39.25%2.09%1703.03%1091.87%
31 Dec, 2334712.66%4,063,2177.60%43.35%2.67%16523.13%1078.08%
30 Sep, 233086.21%3,776,3551.65%40.29%2.56%134-995.32%
30 Jun, 232902.11%3,714,931-2.56%39.63%2.40%13415.52%94-2.08%
31 Mar, 232843.27%3,812,6958.30%40.67%2.88%116-3.33%96-3.03%
31 Dec, 222751.85%3,520,6531.96%37.56%2.77%120-6.25%9911.24%
30 Sep, 22270-3.91%3,452,833-3.46%36.83%2.53%1284.92%89-8.25%
30 Jun, 222817.25%3,576,6001.44%38.15%2.70%122-9711.49%
31 Mar, 22262-1.87%3,525,7821.81%37.62%2.76%122-4.69%871.16%
31 Dec, 2126715.09%3,463,055-1.77%36.95%2.61%12843.82%8619.44%
30 Sep, 212324.98%3,525,357-0.62%37.61%2.63%89-15.24%7210.77%
30 Jun, 2122110.50%3,547,2690.11%37.85%2.65%1059.38%6532.65%
31 Mar, 212003.09%3,543,5331.70%37.81%2.74%9614.29%49-22.22%
31 Dec, 201944.86%3,484,2970.48%37.17%2.72%8412.00%633.28%
30 Sep, 20185-0.54%3,467,6210.86%37.00%2.75%75-2.60%617.02%
30 Jun, 201866.90%3,438,034-6.97%36.68%2.36%7720.31%57-10.94%
31 Mar, 20174-13.86%3,695,760-0.86%39.43%2.49%64-26.44%6414.29%
31 Dec, 192021.00%3,727,829-2.11%39.78%2.41%873.57%56-16.42%
30 Sep, 192002.56%3,808,292-7.31%40.63%2.11%84-22.22%6736.73%
30 Jun, 1919513.37%4,108,47812.62%43.83%2.88%10813.68%4922.50%
31 Mar, 1917213.91%3,648,1072.08%38.99%2.67%9537.68%40-14.89%
31 Dec, 181519.42%3,573,8690.20%38.22%2.63%6923.21%4723.68%
30 Sep, 18138-6.76%3,566,769-0.50%38.13%2.60%56-24.32%3811.76%
30 Jun, 181480.68%3,584,7000.83%38.32%2.64%7410.45%34-12.82%
31 Mar, 181470.68%3,555,264-2.79%38.10%2.48%6721.82%39-15.22%
31 Dec, 17146-3,657,3212.27%39.18%2.67%55-15.38%4612.20%
30 Sep, 171460.69%3,576,1252.35%38.31%2.73%65-9.72%4113.89%
30 Jun, 171456.62%3,494,061-3.58%37.43%2.48%72-1.37%365.88%
31 Mar, 1713615.25%3,623,8787.61%38.89%2.97%7343.14%34-17.07%
31 Dec, 161186.31%3,367,666-4.01%36.18%2.55%5110.87%4117.14%
30 Sep, 16111-4.31%3,508,218-4.44%37.67%2.42%46-23.33%3520.69%
30 Jun, 16116-1.69%3,671,17013.34%39.42%1.92%605.26%29-12.12%
31 Mar, 16118-4.84%3,239,1140.22%45.36%3.75%57-16.18%33-5.71%
31 Dec, 151247.83%3,231,981-73.45%34.80%0.20%6830.77%35-14.63%
30 Sep, 1511511.65%12,173,008268.52%131.01%10.37%52-1.89%4120.59%
30 Jun, 151038.42%3,303,1788.55%35.55%3.30%5320.45%343.03%
31 Mar, 15952.15%3,042,9592.20%32.80%3.18%44-2.22%3317.86%
31 Dec, 149312.05%2,977,44611.46%32.13%3.87%4540.63%28-17.65%
30 Sep, 1483-4.60%2,671,261-54.87%28.81%0.71%32-21.95%3421.43%
30 Jun, 1487-1.14%5,918,993126.02%63.84%7.98%41-6.82%28-
31 Mar, 14886.02%2,618,791-4.74%28.29%3.20%444.76%2821.74%
31 Dec, 1383-2.35%2,749,170-45.19%29.73%1.01%42-2.33%23-4.17%
30 Sep, 13851.19%5,015,49115.01%54.22%2.44%43-31.75%24118.18%
30 Jun, 1384189.66%4,360,949254.77%47.15%26.62%63350.00%1122.22%
31 Mar, 1329-14.71%1,229,230-9.54%13.31%6.13%14-22.22%9-18.18%
31 Dec, 12346.25%1,358,871-2.79%14.73%3.84%185.88%1137.50%
30 Sep, 12326.67%1,397,920-8.60%19.58%7.13%17-8-20.00%
30 Jun, 1230-1,529,460-4.36%16.57%5.50%176.25%10-
31 Mar, 12303.45%1,599,210-9.36%17.36%2.84%16-5.88%10-9.09%
31 Dec, 112911.54%1,764,269-0.43%24.71%4.01%1713.33%1122.22%
30 Sep, 1126-3.70%1,771,891-6.01%24.81%3.56%15-31.82%9125.00%
30 Jun, 11278.00%1,885,20357.94%26.40%15.66%2257.14%4-42.86%
31 Mar, 11258.70%1,193,61233.31%12.99%13.65%14-775.00%
31 Dec, 102321.05%895,3502.97%9.75%10.88%14133.33%4-42.86%
30 Sep, 1019-17.39%869,515-9.12%9.47%8.72%6-60.00%716.67%
30 Jun, 102327.78%956,81312.99%10.42%12.21%1566.67%6-
31 Mar, 1018-14.29%846,827-35.81%9.23%4.46%9-10.00%6-
31 Dec, 0921-8.70%1,319,34230.77%14.40%7.21%10-33.33%650.00%
30 Sep, 09234.55%1,008,93928.60%14.13%19.27%15-21.05%433.33%
30 Jun, 0922120.00%784,5405.61%8.56%13.03%19375.00%3-40.00%
31 Mar, 0910-41.18%742,858-36.72%8.11%4.94%4-42.86%5-28.57%
31 Dec, 0817-19.05%1,173,958-22.81%12.81%2.45%7-56.25%7250.00%
30 Sep, 082161.54%1,520,81927.49%22.89%13.45%16128.57%2-50.00%
30 Jun, 0813-23.53%1,192,9108.16%13.05%4.73%7-22.22%4-20.00%
31 Mar, 0817-1,102,930-4.97%16.60%5.44%912.50%5-16.67%
31 Dec, 07176.25%1,160,57212.11%17.47%7.20%8-27.27%6200.00%
30 Sep, 0716-23.81%1,035,170-6.94%15.58%5.56%11-15.38%2-71.43%
30 Jun, 072116.67%1,112,31665.04%16.74%16.27%1330.00%775.00%
31 Mar, 0718-14.29%673,949-31.00%10.15%8.81%10-9.09%4-50.00%
31 Dec, 062131.25%976,68720.32%10.73%7.19%1122.22%8100.00%
30 Sep, 061614.29%811,7319.84%12.22%9.87%9-10.00%433.33%
30 Jun, 061427.27%739,01425.55%11.12%14.17%10150.00%3-
31 Mar, 0611-8.33%588,607-26.08%8.86%11.53%4-50.00%350.00%
31 Dec, 051220.00%796,2954.97%8.77%6.72%833.33%2-
30 Sep, 0510-758,59860.30%11.42%42.07%650.00%2-60.00%
30 Jun, 0510-9.09%473,229-17.84%5.21%12.96%4-33.33%566.67%
31 Mar, 051110.00%576,0103.06%6.34%8.96%6100.00%350.00%
31 Dec, 041011.11%558,9261.80%8.41%22.92%3-2100.00%
30 Sep, 049-10.00%549,0653.99%6.06%17.85%3-57.14%1-
30 Jun, 0410-33.33%527,982-2.04%5.83%16.47%7-22.22%1-75.00%
31 Mar, 041536.36%538,97340.52%5.95%32.74%928.57%4300.00%
31 Dec, 0311-21.43%383,553-13.82%4.26%17.59%7-12.50%1-66.67%
30 Sep, 031416.67%445,06772.68%4.92%60.59%814.29%3-
30 Jun, 0312-257,742-11.39%2.85%27.55%7-3-40.00%
31 Mar, 0312-14.29%290,886-20.01%3.22%10.22%7-30.00%566.67%
31 Dec, 02147.69%363,670-16.74%5.61%23.11%1066.67%3-40.00%
30 Sep, 021318.18%436,78211.48%4.93%24.77%620.00%525.00%
30 Jun, 0211-8.33%391,806-10.39%4.46%17.96%5-50.00%4300.00%
31 Mar, 0212200.00%437,213168.28%4.98%143.77%10900.00%1-66.67%
31 Dec, 014-33.33%162,967-11.12%1.86%42.43%1-50.00%3-
30 Sep, 016-14.29%183,364-43.22%2.09%15.39%2-350.00%
30 Jun, 017-322,926-31.90%3.69%12.57%2-33.33%2-33.33%
31 Mar, 017-474,207-9.13%5.42%15.17%3-3200.00%
31 Dec, 007-22.22%521,849-36.07%5.98%6.84%3-1-
30 Sep, 009-18.18%816,33851.17%9.35%24.45%3-57.14%1-50.00%
30 Jun, 001137.50%539,99723.09%6.18%24.50%716.67%2-
31 Mar, 00814.29%438,69921.96%5.02%28.63%620.00%--
31 Dec, 99740.00%359,713204.88%4.19%225.49%525.00%--100.00%
30 Sep, 995-44.44%117,985-74.89%1.36%4.58%4-20.00%1-66.67%
30 Jun, 999-18.18%469,963-52.75%5.46%3.86%5-54.55%3-
31 Mar, 9911-994,638-11.89%-11---

Coca-Cola Consolidated Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 05, 2024COCA COLA CO10 percent owner-S-SaleSell598,619$925.00$553.72M1,883,546
May 17, 2024Everett Morgan Harrisondirector, officer Vice ChairP-PurchaseBuy2$856.00$1.71K2

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024Everett Morgan Harrisondirector, officer Vice ChairP-PurchaseBuy2$856.00$1.71K2

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 05, 2024COCA COLA CO10 percent owner-S-SaleSell598,619$925.00$553.72M1,883,546
Feb 20, 2024HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherSell942--390,620
Mar 21, 2023HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherSell444--390,620
Jan 13, 2022HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftSell32,189--390,620
Jan 13, 2022HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherSell3,243--390,620
Oct 26, 2021HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftSell194,333--390,620
Oct 26, 2021HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftSell390,620---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 05, 2024COCA COLA CO10 percent owner-S-SaleSell598,619$925.00$553.72M1,883,546
May 17, 2024Hickey Jason David-Buy----
May 17, 2024Everett Morgan Harrisondirector, officer Vice ChairL-SmallBuy1$907.00$907.004
May 17, 2024Everett Morgan Harrisondirector, officer Vice ChairL-SmallBuy1$908.95$908.953
May 17, 2024Everett Morgan Harrisondirector, officer Vice ChairP-PurchaseBuy2$856.00$1.71K2
Feb 20, 2024HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherBuy13,458--390,620
Feb 20, 2024HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherSell942--390,620
May 15, 2023Tollison Nathaniel Brentofficer-Buy----
May 15, 2023Coventry Elaine Moyese Bowersdirector Buy----
Mar 21, 2023HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherBuy39,062--390,620
Mar 21, 2023HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherSell444--390,620
Jan 13, 2022HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftSell32,189--390,620
Jan 13, 2022HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftBuy32,327--390,620
Jan 13, 2022HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherSell3,243--390,620
Jan 13, 2022HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOJ-OtherBuy3,145--390,620
Jan 11, 2022Motherwell Christine Annofficer-Buy----
Oct 26, 2021HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftBuy390,620--390,620
Oct 26, 2021HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftSell194,333--390,620
Oct 26, 2021HARRISON J FRANK IIIdirector, 10 percent owner, officer Chairman and CEOG-GiftSell390,620---
Aug 10, 2020Blickley Matthew Josephofficer-Buy----

The last insider sell of Coca-Cola Consolidated's stock was made by COCA COLA CO on Jul 05 2024, selling 598,619 shares at $925.00 per share (valued at $553.72M). The last insider buy of COKE was made by Everett Morgan Harrison on May 17 2024, buying 2 shares at $856.00 per share (worth $1.71K).

Coca-Cola Consolidated Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024---
Q1 202431300.00%
Q4 20231--
Q2 2023---
Q1 202311100.00%
Q1 202211100.00%
Q4 20212366.67%
Q3 2020---
Q2 2020---
Q2 2019-2-
Q1 201911100.00%
Q4 2018---
Q1 201811100.00%
Q3 2017---
Q2 2017---
Q1 201711100.00%
Q2 2016---
Q1 201611100.00%
Q4 2015---

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Coca-Cola Consolidated's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024---
Q1 2024---
Q4 20231--
Q2 2023---
Q1 2023---
Q1 2022---
Q4 2021---
Q3 2020---
Q2 2020---
Q2 2019-2-
Q1 2019---
Q4 2018---
Q1 2018---
Q3 2017---
Q2 2017---
Q1 2017---
Q2 2016---
Q1 2016---
Q4 2015---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Coca-Cola Consolidated's stocks.

Coca-Cola Consolidated Peer Ownership


TickerCompany
FIZZNational Beverage Corp.
CELHCelsius Holdings, Inc.
MNSTMonster Beverage Corporation
KOFCoca-Cola FEMSA, S.A.B. de C.V.
PEPPepsiCo, Inc.
COCOThe Vita Coco Company, Inc.
KOThe Coca-Cola Company
KDPKeurig Dr Pepper Inc.
PRMWPrimo Water Corporation

COKE Ownership FAQ


Coca-Cola Consolidated is owned by institutional shareholders (11.94%), insiders (32.84%), and public (55.23%). The largest institutional shareholder of Coca-Cola Consolidated is VANGUARD GROUP INC (6.01% of total shares) and the top mutual fund owner is Elevation Series Trust (0.09% of total shares).

Coca-Cola Consolidated's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., NORGES BANK, FMR LLC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 17.84% of the company's share outstanding.

As of Jun 2024, there are 220 institutional shareholders of Coca-Cola Consolidated.

VANGUARD GROUP INC owns 563.15K shares of Coca-Cola Consolidated, representing 6.01% of the company's total shares outstanding, valued at $611.01M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 434.44K shares of Coca-Cola Consolidated (COKE), compromising 4.63% of the company, valued at $471.36M.

NORGES BANK is the third largest holder of Coca-Cola Consolidated. The company owns 306.54K of the company's shares outstanding (worth $332.6M).