Coca-Cola Consolidated, Inc. - Common Stock, par value $1.00 per share (COKE) Institutional Ownership

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

Type / Class
Equity / Common Stock, par value $1.00 per share
Symbol
COKE on Nasdaq
Shares outstanding
66,516,159
Price per share
$151.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
37,564,106
Total reported value
$5,756,298,292
% of total 13F portfolios
0%
Share change
+1,650,019
Value change
+$275,806,214
Number of holders
517
Price from insider filings
$151.97
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Coca-Cola Consolidated, Inc. - Common Stock, par value $1.00 per share (COKE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HARRISON J FRANK III 15% $1,526,377,562 10,043,940 J. Frank Harrison, III 18 Feb 2026
BlackRock, Inc. 8.7% $754,571,267 4,922,187 BlackRock, Inc. 31 Dec 2025

As of 31 Dec 2025, 517 institutional investors reported holding 37,564,106 shares of Coca-Cola Consolidated, Inc. - Common Stock, par value $1.00 per share (COKE). This represents 56% of the company’s total 66,516,159 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Coca-Cola Consolidated, Inc. - Common Stock, par value $1.00 per share (COKE) together control 43% 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
VANGUARD GROUP INC 8.5% 5,686,058 +6.4% 0.01% $871,672,692
BlackRock, Inc. 7.7% 5,088,714 -5.8% 0.01% $780,099,920
Boston Partners 3.5% 2,329,643 +7.8% 0.37% $357,091,269
FIRST TRUST ADVISORS LP 3.1% 2,037,083 +42% 0.23% $312,284,823
STATE STREET CORP 2.5% 1,694,928 -1.3% 0.01% $259,832,462
DIVERSIFIED TRUST CO 2.2% 1,462,380 +0.01% 4.1% $224,182,854
NORGES BANK 2.2% 1,450,800 0.02% $222,407,640
AQR CAPITAL MANAGEMENT LLC 2.2% 1,450,162 +5.9% 0.12% $222,309,911
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,408,115 +4.2% 0.01% $215,898,747
DIMENSIONAL FUND ADVISORS LP 1.7% 1,115,501 -4.7% 0.04% $171,017,388
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.86% 574,165 +6.8% 0.86% $88,019,494
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.71% 469,737 -3.5% 0.01% $72,010,682
NORTHERN TRUST CORP 0.69% 460,283 -7.4% 0.01% $70,561,385
Bank of New York Mellon Corp 0.62% 411,441 -32% 0.01% $63,073,963
MORGAN STANLEY 0.6% 400,732 +0.15% 0% $61,432,370
D. E. Shaw & Co., Inc. 0.55% 362,626 -18% 0.04% $55,590,566
RENAISSANCE TECHNOLOGIES LLC 0.51% 336,970 -13% 0.08% $51,657,501
RAYMOND JAMES FINANCIAL INC 0.48% 317,377 -7.2% 0.02% $48,653,974
TRUIST FINANCIAL CORP 0.43% 283,974 -0.34% 0.06% $43,533,158
LORD, ABBETT & CO. LLC 0.4% 265,581 -9.9% 0.12% $40,714,000
Invesco Ltd. 0.39% 259,462 -0.64% 0.01% $39,775,526
PRICE T ROWE ASSOCIATES INC /MD/ 0.38% 249,986 -0.1% 0% $38,324,000
FMR LLC 0.37% 245,517 -0.28% 0% $37,637,714
FULLER & THALER ASSET MANAGEMENT, INC. 0.35% 234,031 +2.6% 0.12% $35,876,883
Vest Financial, LLC 0.35% 232,597 +61% 0.45% $35,657,119

Institutional Holders of Coca-Cola Consolidated, Inc. - Common Stock, par value $1.00 per share (COKE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 37,564,106 $5,756,298,292 +$275,806,214 $153.30 517
2025 Q3 35,853,944 $4,190,471,555 -$342,231,505 $117.16 451
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