Coca-Cola Consolidated Ownership | Who Owns Coca-Cola Consolidated?
Coca-Cola Consolidated Ownership Summary
Coca-Cola Consolidated is owned by 46.44% institutional investors, and 53.56% 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 | 46.44% | - | 53.56% |
| Sector | Consumer Defensive Stocks | 43.72% | 16.27% | 40.01% |
| Industry | Non-Alcoholic Beverages Stocks | 44.04% | 19.29% | 36.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.69M | 7.43% | $871.67M |
| Blackrock funding, inc. /de | 5.40M | 7.02% | $633.09M |
| Blackrock | 434.44K | 4.63% | $471.36M |
| Boston partners | 2.16M | 2.81% | $253.21M |
| Norges bank | 225.73K | 2.58% | $284.42M |
| State street | 1.72M | 2.23% | $201.29M |
| Diversified trust | 1.46M | 1.91% | $224.18M |
| First trust advisors lp | 1.43M | 1.86% | $167.96M |
| Geode capital management | 1.41M | 1.84% | $215.90M |
| Dimensional fund advisors lp | 1.17M | 1.52% | $137.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Diversified trust | 1.46M | 4.13% | $224.18M |
| Templeton & phillips capital management | 20.43K | 1.72% | $2.39M |
| Pullen investment management | 19.96K | 1.61% | $3.06M |
| Fortress private ledger | 30.11K | 1.29% | $3.53M |
| Sovereign's capital management | 15.79K | 1.00% | $1.85M |
| Vela investment management | 27.82K | 1.00% | $4.26M |
| Vaughan nelson investment management | 574.16K | 0.86% | $88.02M |
| Ejf capital | 12.25K | 0.83% | $1.44M |
| Harvest investment services | 32.23K | 0.80% | $3.60M |
| Caitlin john | 9.57K | 0.78% | $1.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.43M | 0.13% | 779.91K |
| Northwestern mutual wealth management | 417.76K | 0.03% | 417.49K |
| Vanguard group | 5.69M | 0.01% | 341.37K |
| Norges bank | 225.73K | 0.04% | 225.73K |
| Blackrock funding, inc. /de | 5.40M | 0.01% | 197.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 261.14K | 0.00% | -289.35K |
| Kinneret advisory | - | - | -184.12K |
| Qube research | - | - | -171.08K |
| Fmr | 246.21K | 0.00% | -165.85K |
| Price t rowe associates inc /md/ | 250.23K | 0.00% | -165.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 225.73K | 0.04% | 225.73K | $284.42M |
| River road asset management | 141.03K | 0.19% | 141.03K | $16.52M |
| Voleon capital management lp | 38.67K | 0.11% | 38.67K | $4.53M |
| Worldquant millennium advisors | 22.68K | 0.01% | 22.68K | $2.66M |
| Genus capital management | 15.50K | 0.28% | 15.50K | $2.38M |
Sold Out
| Holder | Change |
|---|---|
| Riverview trust | -1.00 |
| Golden state wealth management | -1.00 |
| Wr wealth planners | -1.00 |
| Montag a & associates | -1.00 |
| Coppell advisory solutions | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 444 | 8.03% | 3,765,020 | -6.74% | 42 | 2.32% | 230 | 16.16% | 110 | -11.29% |
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 | 2.20% | - |
| Vanguard US Total Market Shares ETF | 159.42K | 1.83% | 132.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.58M | 1.81% | -39.88K |
| JHancock Disciplined Value Mid Cap I | 1.34M | 1.54% | - |
| Vanguard Small Cap Index | 1.22M | 1.40% | -7.39K |
| Vanguard Small Cap Growth Index Inv | 686.07K | 0.79% | -1.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 629.63K | 0.72% | -273.94K |
| First Trust SMID Cp Rising Div Achv ETF | 543.40K | 0.63% | 580.00 |
| Hennessy Cornerstone Mid Cap 30 Inv | 50.26K | 0.57% | 6.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
COKE Ownership FAQ
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