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Coca-Cola Consolidated (COKE) Institutional Ownership

Coca-Cola Consolidated logo
$114.67 -0.43 (-0.37%)
As of 02:56 PM Eastern
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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)
360
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$76.42M
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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
8/13/2025Jump Financial LLC4,199$469K0.0%N/A0.005%
8/13/2025Cresset Asset Management LLC4,589$512K0.0%+169.0%0.005%
8/13/2025Marshall Wace LLP18,910$2.11M0.0%+5,152.8%0.022%
8/13/2025Walleye Capital LLC8,920$996K0.0%+286.0%0.010%
8/13/2025Baird Financial Group Inc.9,966$1.11M0.0%+795.4%0.011%
8/13/2025First Trust Advisors LP653,655$72.98M0.1%+905.0%0.752%
8/13/2025EverSource Wealth Advisors LLC2,711$303K0.0%+1,326.8%0.003%
8/13/2025Invesco Ltd.550,492$61.46M0.0%+391.7%0.634%
8/13/20251832 Asset Management L.P.5,460$610K0.0%+1,363.8%0.006%
8/13/2025Beacon Pointe Advisors LLC4,130$461K0.0%+574.8%0.005%
8/13/2025Arrowstreet Capital Limited Partnership115,834$12.93M0.0%+930.1%0.133%
8/13/2025Claret Asset Management Corp2,088$233K0.0%+1,181.0%0.002%
8/13/2025Shelton Capital Management1,830$204K0.0%+900.0%0.002%
8/13/2025Lido Advisors LLC5,843$652K0.0%+1,175.8%0.007%
8/13/2025New York State Common Retirement Fund21,900$2.45M0.0%+699.3%0.025%
8/13/2025Norges Bank2,513,832$280.67M0.0%N/A2.893%
8/13/2025Hsbc Holdings PLC24,889$2.78M0.0%+663.7%0.029%
8/13/2025Northwestern Mutual Wealth Management Co.270$30K0.0%+1,587.5%0.000%
8/13/2025Capital Fund Management S.A.18,187$2.03M0.0%N/A0.021%
8/13/2025State Board of Administration of Florida Retirement System44,627$4.98M0.0%+629.1%0.051%
8/13/2025Quadrant Capital Group LLC3,490$390K0.0%+917.5%0.004%
8/13/2025Russell Investments Group Ltd.20,310$2.27M0.0%+1,233.6%0.023%
8/12/2025 J.W. Cole Advisors Inc.3,686$412K0.0%+912.6%0.004%
8/12/2025 XTX Topco Ltd24,513$2.74M0.1%+2,024.2%0.028%
8/12/2025 NDVR Inc.2,782$311K0.3%+886.5%0.003%
8/12/2025 Steward Partners Investment Advisory LLC300$33K0.0%+900.0%0.000%
8/12/2025 Ameritas Investment Partners Inc.11,382$1.27M0.0%+881.2%0.013%
8/12/2025 Prudential Financial Inc.55,035$6.15M0.0%+777.9%0.063%
8/12/2025 Coldstream Capital Management Inc.1,866$208K0.0%+1,272.1%0.002%
8/12/2025 Cynosure Group LLC3,390$378K0.0%+1,239.9%0.004%
8/12/2025 American Century Companies Inc.167,600$18.71M0.0%+1,099.7%0.193%
8/12/2025 Nemes Rush Group LLC458$51K0.0%+895.7%0.001%
8/12/2025 Rhumbline Advisers155,405$17.35M0.0%+866.1%0.179%
8/12/2025 AXQ Capital LP2,266$253K0.1%N/A0.003%
8/12/2025 Journey Strategic Wealth LLC1,944$217K0.0%+934.0%0.002%
8/12/2025 Franklin Resources Inc.147,640$16.48M0.0%+907.9%0.170%
8/12/2025 Legal & General Group Plc115,463$12.89M0.0%+911.1%0.133%
8/12/2025 Brandywine Global Investment Management LLC149,183$16.66M0.1%+1,084.3%0.172%
8/12/2025 MAI Capital Management1,209$135K0.0%+969.9%0.001%
8/12/2025 JPMorgan Chase & Co.220,527$24.62M0.0%+879.7%0.254%
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8/12/2025 Entropy Technologies LP4,300$480K0.0%N/A0.005%
8/12/2025 Swiss National Bank103,850$11.60M0.0%+883.0%0.120%
8/12/2025 Handelsbanken Fonder AB14,330$1.60M0.0%+900.0%0.016%
8/12/2025 Prudential PLC7,600$849K0.0%+1,254.7%0.009%
8/12/2025 Catalyst Funds Management Pty Ltd3,900$435K0.1%N/A0.004%
8/11/2025 TD Waterhouse Canada Inc.1,200$138K0.0%+788.9%0.001%
8/11/2025 Frank Rimerman Advisors LLC4,550$508K0.0%+897.8%0.005%
8/11/2025 LSV Asset Management94,300$10.53M0.0%+882.3%0.109%
8/11/2025 Nomura Asset Management Co. Ltd.230$26K0.0%+900.0%0.000%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH22,090$2.47M0.0%+1,535.1%0.025%
8/8/2025 Alberta Investment Management Corp7,000$782K0.0%+233.3%0.008%
8/8/2025 Ontario Teachers Pension Plan Board30,875$3.45M0.1%+2,603.6%0.036%
8/8/2025 Intech Investment Management LLC30,404$3.40M0.0%+1,031.1%0.035%
8/8/2025 Cetera Investment Advisers17,824$1.99M0.0%+886.9%0.021%
8/8/2025 Creative Planning25,240$2.82M0.0%+868.2%0.029%
8/8/2025 SG Americas Securities LLC22,333$2.49M0.0%N/A0.026%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS15,061$1.68M0.0%+968.9%0.017%
8/8/2025 Foundations Investment Advisors LLC2,259$252K0.0%+869.5%0.003%
8/8/2025 Police & Firemen s Retirement System of New Jersey19,745$2.21M0.0%+794.7%0.023%
8/8/2025 Geode Capital Management LLC1,302,088$145.40M0.0%+882.9%1.499%
8/8/2025 PNC Financial Services Group Inc.2,407$269K0.0%+915.6%0.003%
8/8/2025 denkapparat Operations GmbH2,560$286K0.2%+1,206.1%0.003%
8/8/2025 KBC Group NV1,499$167K0.0%+551.7%0.002%
8/8/2025 SBI Securities Co. Ltd.2,768$309K0.0%+1,587.8%0.003%
8/7/2025 Boston Partners2,089,876$233.35M0.3%+942.2%2.405%
8/7/2025 Allworth Financial LP2,716$303K0.0%+4,664.9%0.003%
8/7/2025 Illinois Municipal Retirement Fund35,190$3.93M0.1%+1,245.7%0.040%
8/7/2025 ProShare Advisors LLC2,600$290K0.0%+931.7%0.003%
8/7/2025 CSM Advisors LLC2,360$263K0.0%N/A0.003%
8/7/2025 Parkside Financial Bank & Trust356$40K0.0%+2,442.9%0.000%
8/6/2025 Savant Capital LLC3,179$355K0.0%+252.4%0.004%
8/6/2025 Eukles Asset Management340$38K0.0%+900.0%0.000%
8/6/2025 OneAscent Wealth Management LLC8,547$954K0.4%N/A0.010%
8/6/2025 Resona Asset Management Co. Ltd.4,550$508K0.0%+900.0%0.005%
8/6/2025 ROI Financial Advisors LLC8,707$972K0.6%+1,211.3%0.010%
8/5/2025 Cassaday & Co Wealth Management LLC2,140$239K0.0%+900.0%0.002%
8/5/2025 Huntington National Bank840$94K0.0%+912.0%0.001%
8/5/2025 Bank of New York Mellon Corp600,152$67.01M0.0%+886.9%0.691%
8/5/2025 Freestone Capital Holdings LLC1,870$209K0.0%+1,061.5%0.002%
8/5/2025 Bank of Montreal Can75,533$8.43M0.0%+6,157.9%0.087%
8/5/2025 South Dakota Investment Council11,160$1.25M0.0%+900.0%0.013%
8/5/2025 State of Michigan Retirement System14,100$1.57M0.0%+907.1%0.016%
8/5/2025 Versor Investments LP5,913$660K0.1%N/A0.007%
8/4/2025 AlphaStar Capital Management LLC2,310$258K0.0%N/A0.003%
8/4/2025 Creekmur Asset Management LLC1,420$159K0.0%+886.1%0.002%
8/4/2025 Mesirow Financial Investment Management Inc.3,454$386K0.0%+901.2%0.004%
8/4/2025 Strs Ohio11,929$1.33M0.0%+744.2%0.014%
8/4/2025 Impact Partnership Wealth LLC4,582$512K0.1%N/A0.005%
8/4/2025 Amalgamated Bank26,774$2.99M0.0%+866.2%0.031%
8/4/2025 Retirement Systems of Alabama146,347$16.34M0.1%+899.3%0.168%
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8/4/2025 FRG Family Wealth Advisors LLC3,000$335K0.1%+900.0%0.003%
8/4/2025 Assetmark Inc.17,803$1.99M0.0%+864.9%0.020%
8/4/2025 Templeton & Phillips Capital Management LLC19,880$2.22M1.6%+978.7%0.023%
8/4/2025 Keybank National Association OH3,791$423K0.0%+1,099.7%0.004%
8/4/2025 HBK Sorce Advisory LLC3,566$398K0.0%+898.9%0.004%
8/4/2025 Spire Wealth Management547$61K0.0%+692.8%0.001%
8/4/2025 World Investment Advisors2,309$258K0.0%N/A0.003%
8/4/2025 WNY Asset Management LLC6,698$748K0.1%+899.7%0.008%
8/1/2025 James Investment Research Inc.14,970$1.67M0.2%+692.5%0.017%
8/1/2025 Zhang Financial LLC2,000$223K0.0%+900.0%0.002%
(Data available from 1/1/2016 forward)

COKE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COKE shares?

During the previous two years, 487 institutional investors and hedge funds held shares of Coca-Cola Consolidated. The most heavily invested institutionals were Vanguard Group Inc. ($766.89M), Jones Financial Companies Lllp ($677.78M), Norges Bank ($280.67M), Boston Partners ($233.35M), International Assets Investment Management LLC ($201.02M), State Street Corp ($193.05M), and FMR LLC ($165.70M).Learn more on Coca-Cola Consolidated's institutional investors.

What percentage of Coca-Cola Consolidated's stock is owned by institutional investors?

48.24% of Coca-Cola Consolidated's stock is owned by institutional investors. Learn more on COKE's institutional investor holdings.

Which institutional investors have been buying Coca-Cola Consolidated's stock?

Of the 425 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 ($2.94M), Boston Partners ($2.09M), State Street Corp ($1.57M), Diversified Trust Co ($1.32M), Geode Capital Management LLC ($1.19M), First Trust Advisors LP ($588.61K), and Bank of New York Mellon Corp ($549.90K).

How much institutional buying is happening at Coca-Cola Consolidated?

Institutional investors have bought a total of 16,532,526 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

Which of Coca-Cola Consolidated's major shareholders have been selling company stock?

Of the 174 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: Vaughan Nelson Investment Management L.P. ($77.14K), Millennium Management LLC ($66.63K), FMR LLC ($62.21K), Jane Street Group LLC ($31.74K), Los Angeles Capital Management LLC ($28.93K), Dimensional Fund Advisors LP ($25.34K), and Charles Schwab Investment Management Inc. ($19.89K).

How much institutional selling is happening at Coca-Cola Consolidated?

Institutional investors have sold a total of 587,088 shares in the last 24 months. This volume of shares sold represents approximately $76.42M in transactions.


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This page (NASDAQ:COKE) was last updated on 8/14/2025 by MarketBeat.com Staff
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