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. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.09% of COKE shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.20% 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 | 52.71% | 13.91% | 33.39% |
Industry | Non-Alcoholic Beverages Stocks | 42.23% | 23.43% | 34.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 533.46K | 6.09% | $672.16M |
Vanguard group | 563.15K | 6.01% | $611.01M |
Proficio capital partners | 453.64K | 5.18% | $453.64K |
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 | 146.25K | 1.67% | $184.27M |
State street | 145.66K | 1.55% | $158.04M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Diversified trust | 146.25K | 4.49% | $184.27M |
Navellier & associates | 14.88K | 2.25% | $18.76M |
Templeton & phillips capital management | 1.85K | 1.78% | $2.01M |
Vela investment management | 4.09K | 1.38% | $4.44M |
Monument capital management | 3.94K | 1.37% | $4.97M |
Highpoint advisor group | 19.89K | 1.35% | $22.68M |
Caitlin john | 1.28K | 1.06% | $1.61M |
Ejf capital | 1.17K | 0.94% | $1.27M |
Pullen investment management | 974.00 | 0.88% | $1.06M |
Nicola wealth management | 5.06K | 0.87% | $9.17M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Proficio capital partners | 453.64K | 0.04% | 453.41K |
Norges bank | 306.54K | 0.05% | 306.54K |
Millennium management | 172.79K | 0.09% | 160.52K |
Fmr | 191.70K | 0.01% | 50.46K |
Jane street group | 32.05K | 0.01% | 30.58K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
International assets investment management | - | - | -152.71K |
Blackrock | 434.44K | 0.01% | -128.38K |
Wallace capital management | - | - | -83.32K |
Lsv asset management | - | - | -53.22K |
Hennessy advisors | - | - | -50.26K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 306.54K | 0.05% | 306.54K | $332.60M |
Raymond james financial | 21.49K | 0.01% | 21.49K | $27.08M |
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 |
Sold Out
Holder | Change |
---|---|
Concourse financial group securities | -1.00 |
Strengthening families & communities | -1.00 |
Wr wealth planners | -1.00 |
Rothschild investment | -2.00 |
Raleigh capital management | -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 | 192.35K | 2.20% | -48.00 |
Vanguard Total Stock Mkt Idx Inv | 158.35K | 1.81% | 159.00 |
Vanguard Small Cap Index | 128.38K | 1.47% | 1.18K |
T. Rowe Price Integrated US SmCapGrEq | 101.79K | 1.16% | 50.90K |
Vanguard Institutional Extnd Mkt Idx Tr | 89.25K | 1.02% | 932.00 |
Vanguard Small Cap Growth Index Inv | 72.81K | 0.83% | 2.82K |
Invesco S&P MidCap Quality ETF | 55.19K | 0.63% | 216.00 |
T. Rowe Price Integrated US Sm Gr Eq | 50.90K | 0.58% | - |
Hennessy Cornerstone Mid Cap 30 Inv | 50.26K | 0.57% | 6.30K |
SPDR® S&P MIDCAP 400 ETF Trust | 49.15K | 0.56% | 1.35K |
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
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