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

Coca-Cola Consolidated Ownership Summary

Coca-Cola Consolidated is owned by 42.97% institutional investors, 32.84% insiders, and 24.19% retail investors. Vanguard group is the largest institutional shareholder, holding 6.01% of COKE shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.16% of its assets in Coca-Cola Consolidated shares.

COKE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coca-Cola Consolidated	42.97%	32.84%	24.19%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Non-Alcoholic Beverages Stocks	42.22%	23.43%	34.35%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	563.15K	6.01%	$611.01M
Blackrock	434.44K	4.63%	$471.36M
Norges bank	306.54K	3.27%	$332.60M
Fmr	191.70K	2.04%	$207.99M
Dimensional fund advisors lp	176.36K	1.88%	$191.34M
Millennium management	172.79K	1.84%	$187.47M
Diversified trust	146.27K	1.56%	$158.71M
State street	145.66K	1.55%	$158.04M
Vaughan nelson investment management	112.16K	1.20%	$121.69M
Geode capital management	107.05K	1.14%	$116.17M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Diversified trust	146.27K	4.48%	$158.71M
Hennessy advisors	43.96K	1.80%	$47.69M
Templeton & phillips capital management	1.85K	1.78%	$2.01M
Vela investment management	4.09K	1.38%	$4.44M
Highpoint advisor group	19.89K	1.35%	$22.68M
Monument capital management	3.99K	1.27%	$4.33M
Vaughan nelson investment management	112.16K	1.12%	$121.69M
Ejf capital	1.17K	0.94%	$1.27M
Aurora investment counsel	1.42K	0.91%	$1.55M
Pullen investment management	974.00	0.88%	$1.06M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	306.54K	0.05%	306.54K
Millennium management	172.79K	0.09%	160.52K
Vaughan nelson investment management	112.16K	1.12%	52.49K
Fmr	191.70K	0.01%	50.46K
Jane street group	32.05K	0.01%	30.58K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	434.44K	0.01%	-128.38K
Wallace capital management	-	-	-83.32K
Lsv asset management	-	-	-53.22K
Vanguard group	563.15K	0.01%	-45.73K
American century companies	23.18K	0.02%	-28.52K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	306.54K	0.05%	306.54K	$332.60M
Fuller & thaler asset management	11.85K	0.06%	11.85K	$12.86M
Natixis investment managers	8.33K	0.67%	8.33K	$9.04M
Corebridge financial	5.93K	0.04%	5.93K	$6.43M
Vela investment management	4.09K	1.38%	4.09K	$4.44M

Sold Out

Holder	Change
Concourse financial group securities	-1.00
Wr wealth planners	-1.00
Raleigh capital management	-2.00
Rothschild investment	-2.00
Redwood wealth management group	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	308	5.84%	3,776,355	-0.06%	40	2.48%	134	-0.74%	99	5.32%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	189.22K	2.16%	354.00
Vanguard Total Stock Mkt Idx Inv	158.73K	1.81%	-696.00
Vanguard Small Cap Index	126.45K	1.44%	250.00
Vanguard Institutional Extnd Mkt Idx Tr	87.11K	0.99%	-333.00
Vanguard Small Cap Growth Index Inv	69.37K	0.79%	-223.00
T. Rowe Price Integrated US SmCapGrEq	50.90K	0.58%	-1.30K
T. Rowe Price Integrated US Sm Gr Eq	50.90K	0.58%	-1.30K
Hennessy Cornerstone Mid Cap 30 Inv	50.26K	0.57%	6.30K
SPDR® S&P MIDCAP 400 ETF Trust	46.37K	0.53%	-679.00
Invesco S&P MidCap Quality ETF	45.26K	0.52%	56.00

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
2024 Q3	-	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	1	-
2023 Q2	-	-

COKE Ownership FAQ

Who Owns Coca-Cola Consolidated?

Coca-Cola Consolidated shareholders are primarily institutional investors at 42.97%, followed by 32.84% insiders and 24.19% retail investors. The average institutional ownership in Coca-Cola Consolidated's industry, Non-Alcoholic Beverages Stocks, is 42.22%, which Coca-Cola Consolidated exceeds.

Who owns the most shares of Coca-Cola Consolidated?

Coca-Cola Consolidated’s largest shareholders are Vanguard group (563.15K shares, 6.01%), Blackrock (434.44K shares, 4.63%), and Norges bank (306.54K shares, 3.27%). Together, they hold 13.91% 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?

Diversified trust is Coca-Cola Consolidated’s biggest shareholder by percentage of total assets invested, with 4.48% of its assets in 146.27K Coca-Cola Consolidated shares, valued at 158.71M$.

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

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Coca-Cola Consolidated shares, with 2.16% of its total shares outstanding invested in 189.22K Coca-Cola Consolidated shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools