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


OverviewRevenueFinancialsChart

Institutional Ownership

39.16%

Insider Ownership

37.58%

Retail Ownership

23.26%

Institutional Holders

352.00

Coca-Cola Consolidated Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC6.50%0.01%608,87530,4435.26%515,357,888Mar 31, 2024
BLACKROCK INC.6.00%0.01%562,817-3,053-0.54%476,373,967Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.98%0.04%185,7475670.31%157,218,194Mar 31, 2024
STATE STREET CORP1.81%0.01%169,3226,1523.77%143,315,834Mar 31, 2024
DIVERSIFIED TRUST CO1.56%3.73%146,399-461-0.31%123,913,577Mar 31, 2024
FMR LLC1.51%0.01%141,24419,22915.76%119,550,366Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.34%0.01%125,7968,6007.34%106,487,896Mar 31, 2024
INVESCO LTD.0.84%0.01%78,954-43,358-35.45%66,827,455Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.78%0.01%73,472-1,601-2.13%62,188,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.77%0.01%72,0613270.46%60,993,151Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.68%0.09%63,448-24,947-28.22%53,106,058Mar 31, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.0.64%0.44%59,66516,09536.94%50,501,000Mar 31, 2024
NORTHERN TRUST CORP0.61%0.01%57,084-4,436-7.21%48,316,468Mar 31, 2024
LSV ASSET MANAGEMENT0.57%0.09%53,223450.08%45,048,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.56%0.01%52,043-2,025-3.75%44,049,299Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.55%0.03%51,7038,39119.37%43,761,936Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.50%0.06%46,76315,62750.19%39,581,000Mar 31, 2024
MORGAN STANLEY0.49%0.00%46,3231,2772.83%39,208,935Mar 31, 2024
GOLDMAN SACHS GROUP INC0.40%0.01%37,8567,71925.61%32,041,697Mar 31, 2024
HENNESSY ADVISORS INC0.40%1.33%37,2564,60014.09%31,533,851Mar 31, 2024

Coca-Cola Consolidated's largest institutional shareholder is VANGUARD GROUP INC, holding 6.50% of the company's total share outstanding, currently valued at $515.36M. The top 10 institutional shareholders own together 23.09% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ESTUARY CAPITAL MANAGEMENT LP0.21%6.72%19,53017,449838.49%16,530,387Mar 31, 2024
DIVERSIFIED TRUST CO1.56%3.73%146,399-461-0.31%123,913,577Mar 31, 2024
PRIVIUM FUND MANAGEMENT (UK) LTD0.04%1.48%3,55947615.44%2,976,071Mar 31, 2024
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC0.02%1.44%1,83230820.21%1,550,623Mar 31, 2024
HIGHPOINT ADVISOR GROUP LLC0.21%1.33%19,853190.10%18,900,000Mar 31, 2024
HENNESSY ADVISORS INC0.40%1.33%37,2564,60014.09%31,533,851Mar 31, 2024
MONUMENT CAPITAL MANAGEMENT0.04%0.94%3,861230.60%3,267,778Mar 31, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC0.14%0.91%13,074-16,807-56.25%11,065,966Mar 31, 2024
FLYNN ZITO CAPITAL MANAGEMENT, LLC0.02%0.69%1,5691,569100.00%1,328,024Mar 31, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.01%0.68%946946100.00%800,071Mar 31, 2024
HARVEST INVESTMENT SERVICES, LLC0.02%0.63%1,8421,842100.00%1,559,087Mar 31, 2024
MARATHON ASSET MANAGEMENT LTD0.27%0.57%25,428-9,444-27.08%21,519,840Mar 31, 2024
NICOLA WEALTH MANAGEMENT LTD.0.05%0.56%5,060--5,799,815Mar 31, 2024
NAVELLIER & ASSOCIATES INC0.06%0.54%5,1522515.12%4,360,707Mar 31, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.01%0.51%849-1,540-64.46%718,602Mar 31, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.0.64%0.44%59,66516,09536.94%50,501,000Mar 31, 2024
MACROVIEW INVESTMENT MANAGEMENT LLC0.00%0.40%433--366,496Mar 31, 2024
HANCOCK WHITNEY CORP0.14%0.39%13,19360.05%11,166,665Mar 31, 2024
FOUNDRY PARTNERS, LLC0.07%0.31%6,850-2,332-25.40%5,797,908Mar 31, 2024
KATHLEEN S. WRIGHT ASSOCIATES INC.0.12%0.30%11,000--644,929Mar 31, 2024

The largest Coca-Cola Consolidated shareholder by % of total assets is ESTUARY CAPITAL MANAGEMENT LP. The company owns 19.53K shares of Coca-Cola Consolidated (COKE), representing 6.72% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRUIST FINANCIAL CORP0.36%0.04%33,85333,853100.00%28,653,518Mar 31, 2024
VANGUARD GROUP INC6.50%0.01%608,87530,4435.26%515,357,888Mar 31, 2024
FMR LLC1.51%0.01%141,24419,22915.76%119,550,366Mar 31, 2024
ESTUARY CAPITAL MANAGEMENT LP0.21%6.72%19,53017,449838.49%16,530,387Mar 31, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.0.64%0.44%59,66516,09536.94%50,501,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.50%0.06%46,76315,62750.19%39,581,000Mar 31, 2024
NATIXIS ADVISORS, L.P.0.14%0.02%12,81912,819100.00%10,850,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.13%0.00%12,26712,267100.00%10,382,911Mar 31, 2024
BOSTON PARTNERS0.11%0.01%10,19710,197100.00%8,629,935Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.34%0.01%125,7968,6007.34%106,487,896Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.55%0.03%51,7038,39119.37%43,761,936Mar 31, 2024
PENINSULA WEALTH, LLC0.08%0.14%7,9187,918100.00%484,423Mar 31, 2024
GOLDMAN SACHS GROUP INC0.40%0.01%37,8567,71925.61%32,041,697Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.08%0.22%7,6357,635100.00%6,462,340Mar 31, 2024
STATE STREET CORP1.81%0.01%169,3226,1523.77%143,315,834Mar 31, 2024
EDGESTREAM PARTNERS, L.P.0.05%0.21%4,8924,892100.00%4,140,638Mar 31, 2024
HENNESSY ADVISORS INC0.40%1.33%37,2564,60014.09%31,533,851Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.09%0.01%8,7063,45965.92%7,369,000Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.10%0.01%9,8013,40753.28%8,295,664Mar 31, 2024
JPMORGAN CHASE & CO0.25%0.00%23,0713,24516.37%19,527,525Mar 31, 2024

As of Mar 31 2024, Coca-Cola Consolidated's largest institutional buyer is TRUIST FINANCIAL CORP. The company purchased 33.85K stocks of COKE, valued at $28.65M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----188,465-100.00%-Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.0.31%0.02%29,480-51,684-63.68%24,953,000Mar 31, 2024
INVESCO LTD.0.84%0.01%78,954-43,358-35.45%66,827,455Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.10%0.03%9,756-25,041-71.96%8,253,000Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.68%0.09%63,448-24,947-28.22%53,106,058Mar 31, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC0.14%0.91%13,074-16,807-56.25%11,065,966Mar 31, 2024
JANUS HENDERSON GROUP PLC0.39%0.02%36,473-12,609-25.69%30,868,533Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.07%0.01%6,926-11,605-62.62%5,862,236Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.27%0.01%25,739-9,752-27.48%21,785,748Mar 31, 2024
MARATHON ASSET MANAGEMENT LTD0.27%0.57%25,428-9,444-27.08%21,519,840Mar 31, 2024
D. E. SHAW & CO., INC.0.17%0.01%15,568-7,853-33.53%13,176,911Mar 31, 2024
FIRST TRUST ADVISORS LP0.09%0.01%8,658-5,662-39.54%7,328,217Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.11%0.01%9,854-4,672-32.16%8,340,524Mar 31, 2024
NORTHERN TRUST CORP0.61%0.01%57,084-4,436-7.21%48,316,468Mar 31, 2024
JANE STREET GROUP, LLC0.02%0.00%1,475-4,076-73.43%1,248,455Mar 31, 2024
BLACKROCK INC.6.00%0.01%562,817-3,053-0.54%476,373,967Mar 31, 2024
CITIGROUP INC0.16%0.01%15,035-2,892-16.13%12,725,773Mar 31, 2024
FIRST NATIONAL BANK OF OMAHA0.01%0.03%504-2,770-84.61%426,590,000Mar 31, 2024
BARCLAYS PLC0.09%0.00%8,848-2,558-22.43%7,489,000Mar 31, 2024
FOUNDRY PARTNERS, LLC0.07%0.31%6,850-2,332-25.40%5,797,908Mar 31, 2024

As of Mar 31 2024, Coca-Cola Consolidated's biggest institutional seller is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC. The company sold -0.19M shares of COKE, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NATIXIS ADVISORS, L.P.0.14%0.02%12,81912,819100.00%10,850,000Mar 31, 2024
BOSTON PARTNERS0.11%0.01%10,19710,197100.00%8,629,935Mar 31, 2024
PENINSULA WEALTH, LLC0.08%0.14%7,9187,918100.00%484,423Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.08%0.22%7,6357,635100.00%6,462,340Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%2,2502,250100.00%1,904,422Mar 31, 2024
HARVEST INVESTMENT SERVICES, LLC0.02%0.63%1,8421,842100.00%1,559,087Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.02%0.00%1,6391,639100.00%1,387,000Mar 31, 2024
CRESSET ASSET MANAGEMENT, LLC0.02%0.01%1,6221,622100.00%1,372,911Mar 31, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.02%0.23%1,5721,572100.00%1,330,557Mar 31, 2024
FLYNN ZITO CAPITAL MANAGEMENT, LLC0.02%0.69%1,5691,569100.00%1,328,024Mar 31, 2024
VERSOR INVESTMENTS LP0.01%0.18%1,0651,065100.00%901,427Mar 31, 2024
CWA ASSET MANAGEMENT GROUP, LLC0.01%0.05%1,0311,031100.00%872,649Mar 31, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.01%0.68%946946100.00%800,071Mar 31, 2024
OMERS ADMINISTRATION CORP0.01%0.01%800800100.00%677,128Mar 31, 2024
MAGNETAR FINANCIAL LLC0.01%0.01%789789100.00%667,817Mar 31, 2024
FINANCIAL ENGINES ADVISORS L.L.C.0.01%0.00%712712100.00%602,750Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.01%0.01%694694100.00%587,000Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%543543100.00%459,601Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.0.00%0.08%435435100.00%368,188Mar 31, 2024
CYNOSURE MANAGEMENT, LLC0.00%0.06%376376100.00%318,250Mar 31, 2024
TWO SIGMA SECURITIES, LLC0.00%0.00%349349100.00%295,397Mar 31, 2024
PETRUS TRUST COMPANY, LTA0.00%0.03%336336100.00%284,394Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA0.00%0.00%312312100.00%259,163Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.00%0.01%280280100.00%236,995Mar 31, 2024
CERITY PARTNERS LLC0.00%0.00%258258100.00%218,114Mar 31, 2024
CETERA ADVISOR NETWORKS LLC0.00%0.00%242242100.00%205,033Mar 31, 2024
BOKF, NA0.00%0.00%172172100.00%143,828Mar 31, 2024
0.00%0.05%129129100.00%109,187Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.20%100100100.00%84,641,000Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.03%3636100.00%30,471Mar 31, 2024
RISE ADVISORS, LLC0.00%0.01%2323100.00%19,467Mar 31, 2024
RIVERVIEW TRUST CO0.00%0.01%1818100.00%15,235Mar 31, 2024
0.00%0.00%1515100.00%14,280Mar 31, 2024
0.00%0.00%1313100.00%11,003Mar 31, 2024
ASPIRE PRIVATE CAPITAL, LLC0.00%0.00%66100.00%5,078Mar 31, 2024
WESTEND CAPITAL MANAGEMENT, LLC0.00%0.00%66100.00%5,078Mar 31, 2024
1832 ASSET MANAGEMENT L.P.0.00%-55100.00%4,232Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0.00%-55100.00%4,232Mar 31, 2024
ANCORA ADVISORS, LLC0.00%0.00%55100.00%4,241,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC-0.00%44100.00%3,385Mar 31, 2024
FIRST FINANCIAL CORP /IN/-0.00%33100.00%2,539Mar 31, 2024
MATHER GROUP, LLC.--22100.00%1,857,000Mar 31, 2024
RALEIGH CAPITAL MANAGEMENT INC.-0.00%22100.00%1,693,000Mar 31, 2024
MONTAG A & ASSOCIATES INC--11100.00%738,000Mar 31, 2024
CAROLINAS WEALTH CONSULTING LLC-0.00%11100.00%660Mar 31, 2024
VALUED WEALTH ADVISORS LLC-0.00%11100.00%847,000Mar 31, 2024

Coca-Cola Consolidated's largest new institutional shareholder by number of shares is NATIXIS ADVISORS, L.P., purchased 12.82K shares, valued at $10.85M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----188,465-100.00%-Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.----1,620-100.00%-Mar 31, 2024
MARSHALL WACE, LLP----1,100-100.00%-Mar 31, 2024
SCIENTECH RESEARCH LLC----790-100.00%-Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----648-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----646-100.00%-Mar 31, 2024
AIA GROUP LTD----572-100.00%-Mar 31, 2024
HRT FINANCIAL LP----515-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----410-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----390-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----343-100.00%-Mar 31, 2024
ENVESTNET PORTFOLIO SOLUTIONS, INC.----331-100.00%-Mar 31, 2024
HERITAGE WEALTH MANAGEMENT, LLC----330-100.00%-Mar 31, 2024
MAI CAPITAL MANAGEMENT----307-100.00%-Mar 31, 2024
LINDEN THOMAS ADVISORY SERVICES, LLC----285-100.00%-Mar 31, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC----280-100.00%-Mar 31, 2024
KESTRA ADVISORY SERVICES, LLC----264-100.00%-Mar 31, 2024
CAPROCK GROUP, LLC----233-100.00%-Mar 31, 2024
COYLE FINANCIAL COUNSEL LLC----228-100.00%-Mar 31, 2024
PATTEN & PATTEN INC/TN----221-100.00%-Mar 31, 2024
ACCEL WEALTH MANAGEMENT----218-100.00%-Mar 31, 2024
GREAT LAKES ADVISORS, LLC----217-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----154-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----119-100.00%-Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC----23-100.00%-Mar 31, 2024
RONALD BLUE TRUST, INC.----8-100.00%-Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC----3-100.00%-Mar 31, 2024
PITTENGER & ANDERSON INC----3-100.00%-Mar 31, 2024
ADVISORNET FINANCIAL, INC----2-100.00%-Mar 31, 2024

Coca-Cola Consolidated's largest sold out institutional shareholder by shares sold is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, sold -0.19M shares, valued at -, as of undefined.

Coca-Cola Consolidated Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Vanguard Montgomery Funds0.12%4,829-424-8.07%Dec 31, 2023
Elevation Series Trust0.09%4,361962.25%Jan 31, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.05%208--Jan 31, 2024
VOLUMETRIC FUND INC0.02%650--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
T. Rowe Price Quantitative Management Funds, Inc.0.02%55,233--Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.01%37,993-415-1.08%Dec 29, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.01%2,945-101-3.32%Jan 31, 2024
ROYCE VALUE TRUST, INC.0.01%8,000--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.01%3,275--Dec 31, 2023
Federated Hermes MDT Series0.01%16,3183492.19%Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.01%40,374-23,500-36.79%Dec 31, 2023
Tributary Funds, Inc.0.00%19,346-239-1.22%Dec 31, 2023
VANGUARD HORIZON FUNDS0.00%76,05413,75922.09%Dec 31, 2023
Federated Hermes Index Trust0.00%720-72-9.09%Jan 31, 2024
Vericimetry Funds0.00%310--Dec 31, 2023
DSS AMERICAFIRST QUANTITATIVE FUNDS0.00%61--Dec 29, 2023
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
STATE STREET INSTITUTIONAL FUNDS0.00%1,837--Dec 31, 2023
SYNTAX ETF TRUST0.00%61-9-12.86%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%7,330-2,298-23.87%Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%729111.53%Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.00%190190-Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.00%8,7015987.38%Dec 31, 2023
AMG FUNDS III0.00%178--Feb 29, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%36,9847992.21%Dec 31, 2023
VANGUARD INDEX FUNDS0.00%464,56570,10317.77%Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.00%573-28-4.66%Mar 31, 2024
Fidelity Commonwealth Trust II0.00%5,95670613.45%Aug 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%1,961-135-6.44%Dec 31, 2023
PFM Multi-Manager Series Trust0.00%670--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.00%1,256-63-4.78%Dec 31, 2023
Voya EQUITY TRUST0.00%1,00711713.15%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%3,060-1,949-38.91%Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.00%2,152311.46%Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%52,26313,27034.03%Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,53260.39%Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%126--Dec 31, 2023
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%4,2002,870215.79%Dec 31, 2023
JAMES ADVANTAGE FUNDS0.00%960--Dec 31, 2023
AGF Investments Trust0.00%-15--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%45,2182,5636.01%Feb 29, 2024
BRIDGEWAY FUNDS INC0.00%800--Dec 29, 2023
Voya BALANCED PORTFOLIO INC0.00%378-23-5.74%Dec 31, 2023
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
FIDELITY COVINGTON TRUST0.00%3,732-921-19.79%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%47,4861,0382.23%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%7,954-941-10.58%Dec 31, 2023
T. Rowe Price Small-Cap Stock Fund, Inc.0.00%912-37,736-97.64%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,113-444-12.48%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.00%3,050-150-4.69%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%46,2271,2022.67%Feb 29, 2024
M FUND INC0.00%100--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%8,0631,24118.19%Dec 31, 2023
Lattice Strategies Trust0.00%363-7-1.89%Dec 31, 2023
ETF Managers Trust0.00%1,281--Dec 31, 2023
EXCHANGE TRADED CONCEPTS TRUST0.00%91960.66%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%1,489--Dec 31, 2023
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
TIAA-CREF LIFE FUNDS0.00%349-55-13.61%Dec 31, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%6,586-1,097-14.28%Dec 31, 2023
SHELTON FUNDS0.00%205--Feb 29, 2024
VANGUARD TAX-MANAGED FUNDS0.00%40,577--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.00%300--Dec 31, 2023
Principal Exchange-Traded Funds0.00%1,378-86-5.87%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%1321231366.67%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%3,1121244.15%Dec 31, 2023
STONE RIDGE TRUST0.00%2,378--Jan 31, 2024
Horizon Funds0.00%2075536.18%Feb 29, 2024
JOHNSON MUTUAL FUNDS TRUST0.00%2,500--Dec 31, 2023
STEWARD FUNDS, INC.0.00%236-25-9.58%Jan 31, 2024
VANGUARD WORLD FUND0.00%23,560-918-3.75%Feb 29, 2024
Fidelity Central Investment Portfolios LLC0.00%1,800--Feb 29, 2024
PRAXIS MUTUAL FUNDS0.00%990--Dec 31, 2023
T. Rowe Price Exchange-Traded Funds, Inc.0.00%513--Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%1,428--Feb 29, 2024
OHIO NATIONAL FUND INC0.00%1,532-42-2.67%Dec 31, 2023
SunAmerica Specialty Series0.00%39--Apr 30, 2021
Dimensional ETF Trust0.00%31,699-1,039-3.17%Jan 31, 2024
Virtus Investment Trust0.00%2,389-331-12.17%Dec 29, 2023
SA FUNDS INVESTMENT TRUST0.00%1,014-115-10.19%Dec 31, 2023
Natixis Funds Trust I0.00%9,3109,310-Dec 31, 2023
TIMOTHY PLAN0.00%287--Mar 31, 2024
ALLSPRING MASTER TRUST0.00%4,064-2,632-39.31%Feb 29, 2024
PRUDENTIAL SERIES FUND0.00%4,260--Dec 29, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%231-16-6.48%Dec 31, 2023
GPS Funds I0.00%252--Dec 31, 2023
Guggenheim Variable Funds Trust0.00%191--Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%2,421-215-8.16%Dec 31, 2023
Securian Funds Trust0.00%420--Dec 31, 2023

Coca-Cola Consolidated's largest mutual fund holder by % of total assets is "Vanguard Montgomery Funds", owning 4.83K shares, compromising 0.12% of its total assets.

Coca-Cola Consolidated Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 243522.33%
31 Dec, 2334412.05%
30 Sep, 233076.60%
30 Jun, 232882.13%
31 Mar, 232822.92%
31 Dec, 222742.62%
30 Sep, 22267-4.64%
30 Jun, 222807.69%
31 Mar, 22260-1.89%
31 Dec, 2126515.72%
30 Sep, 212294.57%
30 Jun, 2121910.61%
31 Mar, 211983.13%
31 Dec, 201924.92%
30 Sep, 20183-0.54%
30 Jun, 201846.98%
31 Mar, 20172-14.00%
31 Dec, 192001.52%
30 Sep, 191972.60%
30 Jun, 1919212.28%
31 Mar, 1917115.54%
31 Dec, 181488.82%
30 Sep, 18136-7.48%
30 Jun, 181470.68%
31 Mar, 181461.39%
31 Dec, 17144-0.69%
30 Sep, 171450.69%
30 Jun, 171447.46%
31 Mar, 1713415.52%
31 Dec, 161166.42%
30 Sep, 16109-5.22%
30 Jun, 16115-1.71%
31 Mar, 16117-4.88%
31 Dec, 151237.89%
30 Sep, 1511411.76%
30 Jun, 151028.51%
31 Mar, 15942.17%
31 Dec, 149212.20%
30 Sep, 1482-4.65%
30 Jun, 1486-2.27%
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, 112920.83%
30 Sep, 1124-4.00%
30 Jun, 112513.64%
31 Mar, 112210.00%
31 Dec, 102011.11%
30 Sep, 1018-18.18%
30 Jun, 102222.22%
31 Mar, 1018-5.26%
31 Dec, 0919-9.52%
30 Sep, 0921-
30 Jun, 0921110.00%
31 Mar, 0910-41.18%
31 Dec, 0817-19.05%
30 Sep, 082175.00%
30 Jun, 0812-20.00%
31 Mar, 0815-
31 Dec, 0715-
30 Sep, 0715-28.57%
30 Jun, 072123.53%
31 Mar, 0717-19.05%
31 Dec, 062140.00%
30 Sep, 061525.00%
30 Jun, 061233.33%
31 Mar, 069-10.00%
31 Dec, 051011.11%
30 Sep, 05912.50%
30 Jun, 058-11.11%
31 Mar, 059-
31 Dec, 04912.50%
30 Sep, 048-11.11%
30 Jun, 049-30.77%
31 Mar, 041330.00%
31 Dec, 0310-23.08%
30 Sep, 031330.00%
30 Jun, 0310-
31 Mar, 0310-9.09%
31 Dec, 0211-
30 Sep, 021122.22%
30 Jun, 029-10.00%
31 Mar, 0210150.00%
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 31 Mar 24, 352 institutions are holding Coca-Cola Consolidated's shares, representing an increase of 2.33% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 243,670,792-9.51%
31 Dec, 234,056,6157.54%
30 Sep, 233,772,1071.67%
30 Jun, 233,710,326-2.54%
31 Mar, 233,806,9838.50%
31 Dec, 223,508,6742.11%
30 Sep, 223,436,072-3.86%
30 Jun, 223,574,1631.42%
31 Mar, 223,524,1261.80%
31 Dec, 213,461,898-1.76%
30 Sep, 213,523,929-0.60%
30 Jun, 213,545,1590.07%
31 Mar, 213,542,5541.71%
31 Dec, 203,482,8950.51%
30 Sep, 203,465,1470.86%
30 Jun, 203,435,641-6.85%
31 Mar, 203,688,431-1.01%
31 Dec, 193,726,114-0.88%
30 Sep, 193,759,076-8.40%
30 Jun, 194,103,83112.51%
31 Mar, 193,647,6422.17%
31 Dec, 183,570,0960.11%
30 Sep, 183,566,204-0.50%
30 Jun, 183,584,2350.83%
31 Mar, 183,554,799-2.79%
31 Dec, 173,656,7942.26%
30 Sep, 173,576,0252.55%
30 Jun, 173,487,061-3.55%
31 Mar, 173,615,5917.86%
31 Dec, 163,352,051-4.06%
30 Sep, 163,493,734-4.66%
30 Jun, 163,664,40613.14%
31 Mar, 163,238,9270.37%
31 Dec, 153,227,081-73.48%
30 Sep, 1512,166,903268.90%
30 Jun, 153,298,1768.58%
31 Mar, 153,037,5312.10%
31 Dec, 142,975,01712.02%
30 Sep, 142,655,735-55.13%
30 Jun, 145,918,595126.00%
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, 111,764,2690.52%
30 Sep, 111,755,216-5.96%
30 Jun, 111,866,36856.87%
31 Mar, 111,189,74736.13%
31 Dec, 10873,9700.54%
30 Sep, 10869,316-5.67%
30 Jun, 10921,5968.83%
31 Mar, 10846,827-11.11%
31 Dec, 09952,617-4.20%
30 Sep, 09994,38428.15%
30 Jun, 09775,9404.45%
31 Mar, 09742,858-36.72%
31 Dec, 081,173,958-22.81%
30 Sep, 081,520,819114.71%
30 Jun, 08708,31311.73%
31 Mar, 08633,978-7.70%
31 Dec, 07686,885-33.62%
30 Sep, 071,034,770-6.97%
30 Jun, 071,112,31665.14%
31 Mar, 07673,549-31.04%
31 Dec, 06976,68720.38%
30 Sep, 06811,33110.73%
30 Jun, 06732,73627.12%
31 Mar, 06576,402-26.12%
31 Dec, 05780,1973.47%
30 Sep, 05754,04463.05%
30 Jun, 05462,450-18.28%
31 Mar, 05565,9232.05%
31 Dec, 04554,5391.81%
30 Sep, 04544,6784.11%
30 Jun, 04523,195-0.63%
31 Mar, 04526,52039.64%
31 Dec, 03377,066-14.12%
30 Sep, 03439,055125.72%
30 Jun, 03194,510-14.17%
31 Mar, 03226,629-23.93%
31 Dec, 02297,925-20.60%
30 Sep, 02375,20013.01%
30 Jun, 02331,999-12.43%
31 Mar, 02379,118132.63%
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 3.67M shares outstanding as of 31 Mar 24, down -9.51% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2439.16%2.09%
31 Dec, 2343.28%2.67%
30 Sep, 2340.24%2.57%
30 Jun, 2339.58%2.40%
31 Mar, 2340.61%2.90%
31 Dec, 2237.43%2.79%
30 Sep, 2236.66%2.52%
30 Jun, 2238.13%2.70%
31 Mar, 2237.60%2.76%
31 Dec, 2136.93%2.61%
30 Sep, 2137.60%2.63%
30 Jun, 2137.82%2.65%
31 Mar, 2137.80%2.74%
31 Dec, 2037.16%2.72%
30 Sep, 2036.97%2.75%
30 Jun, 2036.65%2.37%
31 Mar, 2039.35%2.49%
31 Dec, 1939.75%2.47%
30 Sep, 1940.11%2.09%
30 Jun, 1943.78%2.88%
31 Mar, 1938.97%2.67%
31 Dec, 1838.18%2.63%
30 Sep, 1838.12%2.60%
30 Jun, 1838.32%2.65%
31 Mar, 1838.06%2.48%
31 Dec, 1739.20%2.67%
30 Sep, 1738.31%2.75%
30 Jun, 1737.36%1.46%
31 Mar, 1750.63%3.90%
31 Dec, 1636.01%2.56%
30 Sep, 1637.51%2.42%
30 Jun, 1639.35%3.24%
31 Mar, 1634.83%2.89%
31 Dec, 1534.74%0.20%
30 Sep, 15130.94%10.39%
30 Jun, 1535.49%3.31%
31 Mar, 1532.74%3.18%
31 Dec, 1432.10%3.91%
30 Sep, 1428.65%0.70%
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%4.09%
30 Sep, 1124.58%3.60%
30 Jun, 1126.14%15.60%
31 Mar, 1112.94%14.28%
31 Dec, 109.52%10.63%
30 Sep, 109.46%9.40%
30 Jun, 1010.03%11.77%
31 Mar, 109.23%8.55%
31 Dec, 0910.40%5.36%
30 Sep, 0913.93%19.42%
30 Jun, 098.47%12.88%
31 Mar, 098.11%4.92%
31 Dec, 0812.84%2.45%
30 Sep, 0822.89%20.14%
30 Jun, 0810.66%11.71%
31 Mar, 089.54%16.84%
31 Dec, 077.53%3.10%
30 Sep, 0715.57%5.56%
30 Jun, 0716.74%16.29%
31 Mar, 0710.14%4.69%
31 Dec, 0614.70%9.85%
30 Sep, 0612.21%18.85%
30 Jun, 068.05%20.08%
31 Mar, 066.33%8.58%
31 Dec, 058.59%12.46%
30 Sep, 058.30%32.02%
30 Jun, 055.09%13.12%
31 Mar, 056.23%16.64%
31 Dec, 046.12%16.94%
30 Sep, 046.01%18.03%
30 Jun, 045.77%17.10%
31 Mar, 045.81%33.41%
31 Dec, 034.17%17.69%
30 Sep, 034.86%104.94%
30 Jun, 032.15%34.25%
31 Mar, 032.51%22.17%
31 Dec, 023.36%18.76%
30 Sep, 024.23%29.63%
30 Jun, 023.78%20.24%
31 Mar, 024.32%124.66%
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%3.83%
31 Mar, 9911.94%-

As of 31 Mar 24, Coca-Cola Consolidated is held by 39.16% institutional shareholders, representing a 2.09% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 241650.61%
31 Dec, 2316421.48%
30 Sep, 23135-
30 Jun, 2313517.39%
31 Mar, 23115-5.74%
31 Dec, 22122-3.17%
30 Sep, 221263.28%
30 Jun, 22122-
31 Mar, 22122-4.69%
31 Dec, 2112843.82%
30 Sep, 2189-14.42%
30 Jun, 211048.33%
31 Mar, 219615.66%
31 Dec, 208313.70%
30 Sep, 2073-5.19%
30 Jun, 207722.22%
31 Mar, 2063-28.41%
31 Dec, 19884.76%
30 Sep, 1984-21.50%
30 Jun, 1910712.63%
31 Mar, 199537.68%
31 Dec, 186923.21%
30 Sep, 1856-24.32%
30 Jun, 18748.82%
31 Mar, 186823.64%
31 Dec, 1755-14.06%
30 Sep, 1764-11.11%
30 Jun, 1772-1.37%
31 Mar, 177346.00%
31 Dec, 165011.11%
30 Sep, 1645-23.73%
30 Jun, 16595.36%
31 Mar, 1656-17.65%
31 Dec, 156833.33%
30 Sep, 1551-3.77%
30 Jun, 155323.26%
31 Mar, 1543-4.44%
31 Dec, 144545.16%
30 Sep, 1431-22.50%
30 Jun, 1440-9.09%
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, 111730.77%
30 Sep, 1113-35.00%
30 Jun, 112053.85%
31 Mar, 11138.33%
31 Dec, 1012140.00%
30 Sep, 105-64.29%
30 Jun, 101440.00%
31 Mar, 101011.11%
31 Dec, 099-40.00%
30 Sep, 0915-16.67%
30 Jun, 0918350.00%
31 Mar, 094-42.86%
31 Dec, 087-58.82%
30 Sep, 0817183.33%
30 Jun, 086-33.33%
31 Mar, 08928.57%
31 Dec, 077-30.00%
30 Sep, 0710-23.08%
30 Jun, 071344.44%
31 Mar, 079-18.18%
31 Dec, 061122.22%
30 Sep, 06912.50%
30 Jun, 068166.67%
31 Mar, 063-50.00%
31 Dec, 056-14.29%
30 Sep, 057133.33%
30 Jun, 053-40.00%
31 Mar, 05566.67%
31 Dec, 043-
30 Sep, 043-57.14%
30 Jun, 047-12.50%
31 Mar, 04833.33%
31 Dec, 036-25.00%
30 Sep, 03833.33%
30 Jun, 03620.00%
31 Mar, 035-37.50%
31 Dec, 02860.00%
30 Sep, 02525.00%
30 Jun, 024-50.00%
31 Mar, 028700.00%
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-

165 institutional shareholders have increased their position in COKE stock as of 31 Mar 24 compared to 164 in the previous quarter (a 0.61% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24106-
31 Dec, 231068.16%
30 Sep, 23986.52%
30 Jun, 2392-3.16%
31 Mar, 2395-2.06%
31 Dec, 22978.99%
30 Sep, 2289-8.25%
30 Jun, 229712.79%
31 Mar, 22861.18%
31 Dec, 218519.72%
30 Sep, 21719.23%
30 Jun, 216538.30%
31 Mar, 2147-24.19%
31 Dec, 20621.64%
30 Sep, 20618.93%
30 Jun, 2056-11.11%
31 Mar, 206316.67%
31 Dec, 1954-16.92%
30 Sep, 196538.30%
30 Jun, 194717.50%
31 Mar, 1940-13.04%
31 Dec, 184621.05%
30 Sep, 183811.76%
30 Jun, 1834-12.82%
31 Mar, 1839-13.33%
31 Dec, 17459.76%
30 Sep, 174117.14%
30 Jun, 17359.38%
31 Mar, 1732-20.00%
31 Dec, 164014.29%
30 Sep, 163520.69%
30 Jun, 1629-12.12%
31 Mar, 1633-2.94%
31 Dec, 1534-17.07%
30 Sep, 154124.24%
30 Jun, 1533-
31 Mar, 153322.22%
31 Dec, 1427-20.59%
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, 114-33.33%
31 Mar, 11650.00%
31 Dec, 104-42.86%
30 Sep, 10716.67%
30 Jun, 10620.00%
31 Mar, 105-
31 Dec, 09566.67%
30 Sep, 093-
30 Jun, 093-40.00%
31 Mar, 095-28.57%
31 Dec, 087600.00%
30 Sep, 081-75.00%
30 Jun, 084-
31 Mar, 084-33.33%
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, 06350.00%
31 Mar, 062-
31 Dec, 052100.00%
30 Sep, 051-80.00%
30 Jun, 05566.67%
31 Mar, 05350.00%
31 Dec, 042-
30 Sep, 04--
30 Jun, 04--100.00%
31 Mar, 043200.00%
31 Dec, 031-50.00%
30 Sep, 032-
30 Jun, 032-60.00%
31 Mar, 035150.00%
31 Dec, 022-50.00%
30 Sep, 02433.33%
30 Jun, 023200.00%
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--

106 institutional shareholders have reduced their position in COKE stock as of 31 Mar 24 compared to 106 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 243522.33%3,670,792-9.51%39.16%2.09%1650.61%106-
31 Dec, 2334412.05%4,056,6157.54%43.28%2.67%16421.48%1068.16%
30 Sep, 233076.60%3,772,1071.67%40.24%2.57%135-986.52%
30 Jun, 232882.13%3,710,326-2.54%39.58%2.40%13517.39%92-3.16%
31 Mar, 232822.92%3,806,9838.50%40.61%2.90%115-5.74%95-2.06%
31 Dec, 222742.62%3,508,6742.11%37.43%2.79%122-3.17%978.99%
30 Sep, 22267-4.64%3,436,072-3.86%36.66%2.52%1263.28%89-8.25%
30 Jun, 222807.69%3,574,1631.42%38.13%2.70%122-9712.79%
31 Mar, 22260-1.89%3,524,1261.80%37.60%2.76%122-4.69%861.18%
31 Dec, 2126515.72%3,461,898-1.76%36.93%2.61%12843.82%8519.72%
30 Sep, 212294.57%3,523,929-0.60%37.60%2.63%89-14.42%719.23%
30 Jun, 2121910.61%3,545,1590.07%37.82%2.65%1048.33%6538.30%
31 Mar, 211983.13%3,542,5541.71%37.80%2.74%9615.66%47-24.19%
31 Dec, 201924.92%3,482,8950.51%37.16%2.72%8313.70%621.64%
30 Sep, 20183-0.54%3,465,1470.86%36.97%2.75%73-5.19%618.93%
30 Jun, 201846.98%3,435,641-6.85%36.65%2.37%7722.22%56-11.11%
31 Mar, 20172-14.00%3,688,431-1.01%39.35%2.49%63-28.41%6316.67%
31 Dec, 192001.52%3,726,114-0.88%39.75%2.47%884.76%54-16.92%
30 Sep, 191972.60%3,759,076-8.40%40.11%2.09%84-21.50%6538.30%
30 Jun, 1919212.28%4,103,83112.51%43.78%2.88%10712.63%4717.50%
31 Mar, 1917115.54%3,647,6422.17%38.97%2.67%9537.68%40-13.04%
31 Dec, 181488.82%3,570,0960.11%38.18%2.63%6923.21%4621.05%
30 Sep, 18136-7.48%3,566,204-0.50%38.12%2.60%56-24.32%3811.76%
30 Jun, 181470.68%3,584,2350.83%38.32%2.65%748.82%34-12.82%
31 Mar, 181461.39%3,554,799-2.79%38.06%2.48%6823.64%39-13.33%
31 Dec, 17144-0.69%3,656,7942.26%39.20%2.67%55-14.06%459.76%
30 Sep, 171450.69%3,576,0252.55%38.31%2.75%64-11.11%4117.14%
30 Jun, 171447.46%3,487,061-3.55%37.36%1.46%72-1.37%359.38%
31 Mar, 1713415.52%3,615,5917.86%50.63%3.90%7346.00%32-20.00%
31 Dec, 161166.42%3,352,051-4.06%36.01%2.56%5011.11%4014.29%
30 Sep, 16109-5.22%3,493,734-4.66%37.51%2.42%45-23.73%3520.69%
30 Jun, 16115-1.71%3,664,40613.14%39.35%3.24%595.36%29-12.12%
31 Mar, 16117-4.88%3,238,9270.37%34.83%2.89%56-17.65%33-2.94%
31 Dec, 151237.89%3,227,081-73.48%34.74%0.20%6833.33%34-17.07%
30 Sep, 1511411.76%12,166,903268.90%130.94%10.39%51-3.77%4124.24%
30 Jun, 151028.51%3,298,1768.58%35.49%3.31%5323.26%33-
31 Mar, 15942.17%3,037,5312.10%32.74%3.18%43-4.44%3322.22%
31 Dec, 149212.20%2,975,01712.02%32.10%3.91%4545.16%27-20.59%
30 Sep, 1482-4.65%2,655,735-55.13%28.65%0.70%31-22.50%3421.43%
30 Jun, 1486-2.27%5,918,595126.00%63.84%7.98%40-9.09%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, 112920.83%1,764,2690.52%24.71%4.09%1730.77%1122.22%
30 Sep, 1124-4.00%1,755,216-5.96%24.58%3.60%13-35.00%9125.00%
30 Jun, 112513.64%1,866,36856.87%26.14%15.60%2053.85%4-33.33%
31 Mar, 112210.00%1,189,74736.13%12.94%14.28%138.33%650.00%
31 Dec, 102011.11%873,9700.54%9.52%10.63%12140.00%4-42.86%
30 Sep, 1018-18.18%869,316-5.67%9.46%9.40%5-64.29%716.67%
30 Jun, 102222.22%921,5968.83%10.03%11.77%1440.00%620.00%
31 Mar, 1018-5.26%846,827-11.11%9.23%8.55%1011.11%5-
31 Dec, 0919-9.52%952,617-4.20%10.40%5.36%9-40.00%566.67%
30 Sep, 0921-994,38428.15%13.93%19.42%15-16.67%3-
30 Jun, 0921110.00%775,9404.45%8.47%12.88%18350.00%3-40.00%
31 Mar, 0910-41.18%742,858-36.72%8.11%4.92%4-42.86%5-28.57%
31 Dec, 0817-19.05%1,173,958-22.81%12.84%2.45%7-58.82%7600.00%
30 Sep, 082175.00%1,520,819114.71%22.89%20.14%17183.33%1-75.00%
30 Jun, 0812-20.00%708,31311.73%10.66%11.71%6-33.33%4-
31 Mar, 0815-633,978-7.70%9.54%16.84%928.57%4-33.33%
31 Dec, 0715-686,885-33.62%7.53%3.10%7-30.00%6200.00%
30 Sep, 0715-28.57%1,034,770-6.97%15.57%5.56%10-23.08%2-71.43%
30 Jun, 072123.53%1,112,31665.14%16.74%16.29%1344.44%775.00%
31 Mar, 0717-19.05%673,549-31.04%10.14%4.69%9-18.18%4-50.00%
31 Dec, 062140.00%976,68720.38%14.70%9.85%1122.22%8100.00%
30 Sep, 061525.00%811,33110.73%12.21%18.85%912.50%433.33%
30 Jun, 061233.33%732,73627.12%8.05%20.08%8166.67%350.00%
31 Mar, 069-10.00%576,402-26.12%6.33%8.58%3-50.00%2-
31 Dec, 051011.11%780,1973.47%8.59%12.46%6-14.29%2100.00%
30 Sep, 05912.50%754,04463.05%8.30%32.02%7133.33%1-80.00%
30 Jun, 058-11.11%462,450-18.28%5.09%13.12%3-40.00%566.67%
31 Mar, 059-565,9232.05%6.23%16.64%566.67%350.00%
31 Dec, 04912.50%554,5391.81%6.12%16.94%3-2-
30 Sep, 048-11.11%544,6784.11%6.01%18.03%3-57.14%--
30 Jun, 049-30.77%523,195-0.63%5.77%17.10%7-12.50%--100.00%
31 Mar, 041330.00%526,52039.64%5.81%33.41%833.33%3200.00%
31 Dec, 0310-23.08%377,066-14.12%4.17%17.69%6-25.00%1-50.00%
30 Sep, 031330.00%439,055125.72%4.86%104.94%833.33%2-
30 Jun, 0310-194,510-14.17%2.15%34.25%620.00%2-60.00%
31 Mar, 0310-9.09%226,629-23.93%2.51%22.17%5-37.50%5150.00%
31 Dec, 0211-297,925-20.60%3.36%18.76%860.00%2-50.00%
30 Sep, 021122.22%375,20013.01%4.23%29.63%525.00%433.33%
30 Jun, 029-10.00%331,999-12.43%3.78%20.24%4-50.00%3200.00%
31 Mar, 0210150.00%379,118132.63%4.32%124.66%8700.00%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%3.83%5-54.55%3-
31 Mar, 9911-994,638-11.94%-11---

Coca-Cola Consolidated Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
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
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
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----
May 18, 2020Etheridge Donell Wofficer-Buy----

The last insider sell of Coca-Cola Consolidated's stock was made by HARRISON J FRANK III on Feb 20 2024, selling 942 shares at - per share (valued at -). 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
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---
Q1 201511100.00%
Q1 201411100.00%
Q4 2013---
Q1 201311100.00%
Q1 201211100.00%

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Coca-Cola Consolidated's insiders, as of Q1 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
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---
Q1 2015---
Q1 2014---
Q4 2013---
Q1 2013---
Q1 2012---

As of Q1 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Coca-Cola Consolidated's stocks.

Coca-Cola Consolidated Peer Ownership


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

COKE Ownership FAQ


Coca-Cola Consolidated is owned by institutional shareholders (39.16%), insiders (37.58%), and public (23.26%). The largest institutional shareholder of Coca-Cola Consolidated is VANGUARD GROUP INC (6.50% of total shares) and the top mutual fund owner is Vanguard Montgomery Funds (0.12% of total shares).

Coca-Cola Consolidated's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and DIVERSIFIED TRUST CO. The top five shareholders own together 17.85% of the company's share outstanding.

As of Mar 2024, there are 352 institutional shareholders of Coca-Cola Consolidated.

VANGUARD GROUP INC owns 608.88K shares of Coca-Cola Consolidated, representing 6.50% of the company's total shares outstanding, valued at $515.36M (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 562.82K shares of Coca-Cola Consolidated (COKE), compromising 6.00% of the company, valued at $476.37M.

DIMENSIONAL FUND ADVISORS LP is the third largest holder of Coca-Cola Consolidated. The company owns 185.75K of the company's shares outstanding (worth $157.22M).