Coca-Cola Consolidated, Inc. - Common Stock (COKE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
COKE on Nasdaq
Shares outstanding
56,576,862
Price per share
$153.30
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
35,851,299
Total reported value
$4,190,161,779
% of total 13F portfolios
0%
Share change
-3,159,510
Value change
-$349,481,357
Number of holders
448
Price from insider filings
$153.30
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Coca-Cola Consolidated, Inc. - Common Stock (COKE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.7% $754,571,267 4,922,187 BlackRock, Inc. 31 Dec 2025

As of 30 Sep 2025, 448 institutional investors reported holding 35,851,299 shares of Coca-Cola Consolidated, Inc. - Common Stock (COKE). This represents 63% of the company’s total 56,576,862 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Coca-Cola Consolidated, Inc. - Common Stock (COKE) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.6% 5,403,665 +3.8% 0.01% $633,093,410
VANGUARD GROUP INC 9.4% 5,344,684 -1.5% 0.01% $626,183,177
Boston Partners 3.8% 2,160,088 +3.4% 0.26% $253,207,286
STATE STREET CORP 3% 1,718,089 -0.63% 0.01% $201,291,307
Diversified Trust Co 2.6% 1,462,267 -0.02% 3.4% $171,319,201
FIRST TRUST ADVISORS LP 2.5% 1,433,570 +119% 0.13% $167,957,061
AQR CAPITAL MANAGEMENT LLC 2.4% 1,369,718 +15% 0.1% $160,476,252
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,350,877 +3.7% 0.01% $158,293,282
DIMENSIONAL FUND ADVISORS LP 2.1% 1,170,476 +9% 0.03% $137,125,070
Bank of New York Mellon Corp 1.1% 602,006 +0.31% 0.01% $70,531,035
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.95% 537,640 +137% 0.57% $62,989,903
NORTHERN TRUST CORP 0.88% 497,158 +3.7% 0.01% $58,247,032
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.86% 486,708 -8.1% 0.01% $57,022,709
D. E. Shaw & Co., Inc. 0.78% 442,770 +6.8% 0.04% $51,874,934
MORGAN STANLEY 0.71% 400,136 -1.6% 0% $46,880,165
RENAISSANCE TECHNOLOGIES LLC 0.68% 386,770 -25% 0.06% $45,313,973
RAYMOND JAMES FINANCIAL INC 0.6% 342,156 -0.84% 0.01% $40,086,996
BARCLAYS PLC 0.55% 312,212 -11% 0.01% $36,578,758
CHILTON INVESTMENT CO INC. 0.55% 310,936 +3.1% 0.74% $36,429,262
LORD, ABBETT & CO. LLC 0.52% 294,755 -16% 0.1% $34,533,000
TRUIST FINANCIAL CORP 0.5% 284,935 -1.6% 0.05% $33,383,024
Invesco Ltd. 0.46% 261,143 -53% 0% $30,595,514
PRICE T ROWE ASSOCIATES INC /MD/ 0.44% 250,227 -40% 0% $29,318,000
FMR LLC 0.44% 246,206 -40% 0% $28,845,556
JPMORGAN CHASE & CO 0.43% 244,805 +11% 0% $28,681,354

Institutional Holders of Coca-Cola Consolidated, Inc. - Common Stock (COKE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,461,821 $377,009,858 +$22,913,914 $153.30 62
2025 Q3 35,851,299 $4,190,161,779 -$349,481,357 $117.16 448
2025 Q2 38,865,657 $4,330,562,023 +$3,834,710,448 $111.65 462
2025 Q1 3,664,672 $4,941,338,980 -$177,756,802 $1350.00 457
2024 Q4 3,815,714 $4,809,307,054 -$45,501,256 $1259.99 457
2024 Q3 3,823,043 $5,025,923,318 -$190,621,342 $1316.40 444
2024 Q2 3,915,033 $4,247,986,338 +$83,046,336 $1085.00 402
2024 Q1 3,867,709 $3,275,148,903 +$30,250,154 $846.41 353
2023 Q4 3,832,490 $3,556,458,452 +$79,493,218 $928.40 337
2023 Q3 3,782,626 $2,407,117,870 +$13,232,670 $636.32 303
2023 Q2 3,758,339 $2,389,893,056 +$101,783,049 $636.02 287
2023 Q1 3,602,466 $1,927,636,626 +$56,834,050 $535.08 278
2022 Q4 3,508,001 $1,797,337,142 +$43,021,763 $512.36 271
2022 Q3 3,437,941 $1,415,975,270 -$174,006,570 $411.73 260
2022 Q2 3,539,660 $1,995,553,556 +$33,604,352 $563.90 272
2022 Q1 3,508,031 $1,742,706,867 +$25,951,354 $496.84 257
2021 Q4 3,434,556 $2,124,975,531 -$30,422,653 $619.19 261
2021 Q3 3,505,834 $1,381,606,894 -$9,411,840 $394.18 228
2021 Q2 3,514,710 $1,413,079,747 +$9,096,333 $402.11 216
2021 Q1 3,512,727 $1,014,833,556 +$15,355,997 $288.78 194
2020 Q4 3,464,734 $922,678,536 +$4,771,745 $266.27 187
2020 Q3 3,452,776 $830,833,811 +$7,312,732 $240.67 185
2020 Q2 3,417,523 $783,255,426 -$23,316,495 $229.18 183
2020 Q1 3,526,841 $735,887,714 -$45,211,358 $208.53 172
2019 Q4 3,709,277 $1,053,470,842 -$5,105,732 $284.04 198
2019 Q3 3,722,621 $1,130,064,335 -$20,398,217 $303.87 195
2019 Q2 3,792,908 $1,134,645,521 +$58,495,013 $299.25 193
2019 Q1 3,604,596 $1,037,531,152 +$23,942,302 $287.83 169
2018 Q4 3,526,256 $625,545,903 -$4,937,217 $177.38 148
2018 Q3 3,568,048 $649,975,737 +$4,395,605 $182.28 139
2018 Q2 3,540,936 $478,483,787 +$107,408 $135.11 141
2018 Q1 3,502,041 $604,700,843 -$26,252,949 $172.67 141
2017 Q4 3,658,648 $786,939,749 +$16,474,500 $215.25 145
2017 Q3 3,577,395 $772,029,539 +$17,128,579 $215.75 145
2017 Q2 3,494,054 $799,910,884 -$25,339,544 $228.87 144
2017 Q1 3,622,286 $746,873,200 +$113,067,113 $206.02 134
2016 Q4 3,367,776 $601,953,811 -$22,764,733 $178.86 116
2016 Q3 3,507,150 $519,901,453 -$18,350,011 $148.16 108
2016 Q2 3,631,536 $535,405,358 +$61,918,780 $147.47 112
2016 Q1 3,234,098 $516,678,382 +$1,221,139 $159.76 114
2015 Q4 3,221,696 $587,973,137 -$4,652,731 $182.51 120
2015 Q3 3,244,545 $627,487,171 +$23,969,013 $193.38 113
2015 Q2 3,125,119 $472,119,386 +$13,057,388 $151.07 101
2015 Q1 3,042,922 $343,883,783 +$8,084,515 $113.06 94
2014 Q4 2,977,415 $262,369,513 +$6,869,791 $88.03 91
2014 Q3 2,671,224 $199,357,354 +$2,907,199 $74.63 81
2014 Q2 2,848,323 $209,752,188 +$253,101 $73.67 86
2014 Q1 2,611,107 $221,816,047 +$7,867,174 $84.98 86