Coca-Cola Consolidated Ownership | Who Owns Coca-Cola Consolidated?
Coca-Cola Consolidated Ownership Summary
Coca-Cola Consolidated is owned by 38.65% institutional investors, and 61.35% retail investors. Vanguard group is the largest institutional shareholder, holding 7.43% of COKE shares. Macquarie Income Opportunities is the top mutual fund, with 8.33% of its assets in Coca-Cola Consolidated shares.
COKE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coca-Cola Consolidated | 38.65% | - | 61.35% |
| Sector | Consumer Defensive Stocks | 33.13% | 16.48% | 50.39% |
| Industry | Non-Alcoholic Beverages Stocks | 30.13% | 18.79% | 51.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.69M | 7.43% | $871.67M |
| Blackrock funding, inc. /de | 5.25M | 7.12% | $1.01B |
| Blackrock | 434.44K | 4.63% | $471.36M |
| First trust advisors lp | 2.02M | 2.74% | $386.81M |
| Boston partners | 2.01M | 2.73% | $385.44M |
| State street | 1.72M | 2.23% | $201.29M |
| Diversified trust | 1.46M | 1.99% | $280.65M |
| Norges bank | 1.45M | 1.90% | $222.41M |
| Geode capital management | 1.41M | 1.84% | $215.90M |
| Dimensional fund advisors lp | 972.18K | 1.32% | $186.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Diversified trust | 1.46M | 5.21% | $280.65M |
| Templeton & phillips capital management | 20.43K | 3.19% | $3.92M |
| Fortress private ledger | 31.71K | 1.90% | $6.08M |
| Ejf capital | 12.25K | 1.66% | $2.35M |
| Kg&l capital management | 8.40K | 1.16% | $1.61M |
| Harvest investment services | 32.94K | 1.16% | $6.32M |
| Sovereign's capital management | 15.79K | 1.00% | $1.85M |
| Vaughan nelson investment management | 443.62K | 0.85% | $85.06M |
| Chilton investment | 310.94K | 0.74% | $36.43M |
| Mezzasalma advisors | 14.91K | 0.73% | $2.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.45M | 0.02% | 1.45M |
| Captrust financial advisors | 370.07K | 0.12% | 360.32K |
| Vanguard fiduciary trust | 352.44K | 0.02% | 352.44K |
| Vanguard group | 5.69M | 0.01% | 341.37K |
| Blackrock funding, inc. /de | 5.25M | 0.02% | 156.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 2.01M | 0.40% | -319.53K |
| Kinneret advisory | - | - | -184.12K |
| Fmr | 246.21K | 0.00% | -165.85K |
| Price t rowe associates inc /md/ | 250.23K | 0.00% | -165.11K |
| Ameriprise financial | 131.40K | 0.00% | -148.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.45M | 0.02% | 1.45M | $222.41M |
| Vanguard fiduciary trust | 352.44K | 0.02% | 352.44K | $67.58M |
| Vanguard asset management | 47.69K | 0.01% | 47.69K | $9.14M |
| Voleon capital management lp | 38.67K | 0.11% | 38.67K | $4.53M |
| Cwa asset management group | 33.47K | 0.22% | 33.47K | $6.42M |
Sold Out
| Holder | Change |
|---|---|
| Montag a & associates | -1.00 |
| Riverview trust | -1.00 |
| Wr wealth planners | -1.00 |
| Golden state wealth management | -1.00 |
| Coppell advisory solutions | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 412 | -10.63% | 29,584,955 | -17.50% | 38 | 1.78% | 211 | -8.66% | 127 | -10.56% |
| Sep 30, 2025 | 441 | -3.50% | 35,743,330 | -1.49% | 46 | 2.09% | 220 | -50.56% | 140 | 2700.00% |
| Jun 30, 2025 | 457 | - | 38,787,030 | 951.46% | 50 | 2.81% | 444 | 101.82% | 5 | -96.09% |
| Mar 31, 2025 | 10 | -97.84% | 59,825 | -98.45% | - | 0.04% | 5 | -97.60% | 3 | -97.92% |
| Dec 31, 2024 | 453 | 0.67% | 3,844,682 | 1.66% | 43 | 2.36% | 206 | -11.97% | 142 | 27.93% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Macquarie Income Opportunities | 726.60K | 8.33% | 3.78K |
| iShares Core S&P Mid-Cap ETF | 1.91M | 2.87% | -960.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.80M | 2.70% | 12.61K |
| JHancock Disciplined Value Mid Cap I | 1.52M | 2.29% | - |
| First Trust Rising Dividend Achiev ETF | 1.44M | 2.16% | 980.00 |
| Vanguard Small Cap Index | 1.30M | 1.96% | 20.25K |
| Vanguard US Total Market Shares ETF | 159.42K | 1.83% | 132.00 |
| Vanguard Small Cap Growth Index Inv | 730.32K | 1.10% | 17.20K |
| Vanguard Institutional Extnd Mkt Idx Tr | 632.10K | 0.95% | 15.80K |
| First Trust SMID Cp Rising Div Achv ETF | 494.53K | 0.74% | 665.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
COKE Ownership FAQ
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