Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in COKE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.2M | $1.01B | +3.1% | 6.266% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $567.4M | β | 3.535% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $487.3M | β | 3.036% | 0.01% |
| 4 | FIRST TRUST ADVISORS LP | 2.0M | $386.8M | -1.0% | 2.410% | 0.28% |
| 5 | Boston Partners | 2.0M | $385.4M | -13.7% | 2.401% | 0.40% |
| 6 | STATE STREET CORP | 1.7M | $334.4M | +2.9% | 2.084% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $308.3M | +14.2% | 1.921% | 0.02% |
| 8 | Diversified Trust Co | 1.5M | $280.6M | +0.1% | 1.749% | 5.21% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $244.7M | -11.2% | 1.539% | 0.11% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 972K | $186.4M | -12.8% | 1.161% | 0.04% |
| 11 | MORGAN STANLEY | 485K | $93.1M | +21.1% | 0.580% | 0.01% |
| 12 | NORTHERN TRUST CORP | 475K | $91.0M | +3.1% | 0.567% | 0.01% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 467K | $89.5M | -0.6% | 0.558% | 0.01% |
| 14 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 444K | $85.1M | -22.7% | 0.530% | 0.85% |
| 15 | Bank of New York Mellon Corp | 418K | $80.1M | +1.5% | 0.499% | 0.01% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 382K | $73.3M | +13.4% | 0.457% | 0.11% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 370K | $71.0M | +3693.7% | 0.442% | 0.12% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 352K | $67.6M | β | 0.421% | 0.02% |
| 19 | FMR LLC | 317K | $60.7M | +29.0% | 0.379% | 0.00% |
| 20 | TRUIST FINANCIAL CORP | 284K | $54.5M | +0.2% | 0.340% | 0.08% |
| 21 | FULLER & THALER ASSET MANAGEMENT, INC. | 271K | $52.0M | +15.8% | 0.324% | 0.18% |
| 22 | MILLENNIUM MANAGEMENT LLC | 258K | $49.5M | +14.3% | 0.309% | 0.03% |
| 23 | Invesco Ltd. | 258K | $49.4M | -0.7% | 0.308% | 0.01% |
| 24 | CBOE Vest Financial, LLC | 245K | $46.9M | +5.2% | 0.292% | 0.56% |
| 25 | GOLDMAN SACHS GROUP INC | 221K | $42.4M | +20.4% | 0.264% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in COKE β a direct measure of their conviction.
Filings activity in COKE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new COKE position in Q1 2026
Institutions that fully closed their COKE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 571 | +10% | 42.78% | +7.25 pp | $6.73B | +20% |
| Q4 2025 | 518 | +18% | 35.53% | +10.02 pp | $5.59B | +39% |
| Q3 2025 | 438 | 3.9% | 25.51% | 0.31 pp | $4.01B | 1.2% |
| Q2 2025 | 456 | 0.2% | 25.82% | 3.67 pp | $4.06B | 12% |
| Q1 2025 | 457 | 0.4% | 29.49% | +0.87 pp | $4.64B | +3.0% |
| Q4 2024 | 459 | +2.5% | 28.62% | +0.88 pp | $4.50B | +3.2% |
| Q3 2024 | 448 | +9.8% | 27.74% | +2.98 pp | $4.36B | +12% |
| Q2 2024 | 408 | β | 24.76% | β | $3.89B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying COKE stock.
Based on Q1 2026 13F filings, institutional ownership of Coca-Cola Consolidated, Inc. stands at 42.8%, held across 571 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of COKE, with approximately 5,245,087 shares worth $1.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of COKE, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for COKE is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
120 institutions opened new positions in COKE during Q1 2026, while 67 fully exited. 381 added to existing positions and 69 trimmed.
COKE institutional ownership rose by 7.25 percentage points quarter-over-quarter, with a net change of +53 holders.
The top 10 institutions account for 62.2% of all reported 13F value in COKE, and the top 25 account for 77.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Coca-Cola Consolidated, Inc. (COKE) Institutional Ownership