Coca-Cola Consolidated, Inc.: shareholders and insiders
Price
$214.34
November 13, 2026Market cap $14.3B
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- The full history: 17 fiscal years, from FY2009
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- The full analysis, 18 a month
- More questions to the chat on its filings
- Excel with every year
- An email when it reports, changes its dividend or an officer buys
Sign in with a free account to see the last 5 fiscal years.
Insiders and their shares
Purchases and sales by officers and directors, from their own Form 4 filings.
Sorry, we do not have enough data
for purchases and sales by Coca-Cola Consolidated's insiders
Why?
Major holders (over 5%)
Whoever comes to own more than 5% of a class of shares reports it to the SEC on Schedule 13D or 13G. Here is each holder's latest filing.
- J. Frank Harrison, IIIwith 3 more personsShare of class15.1%
- BlackRock, Inc.Share of class8.70%
- Vanguard Capital ManagementShare of class5.25%
- Vanguard Portfolio ManagementShare of class5.25%
| Holder | Kind of stake | Share of class | Shares | Filed | Filing |
|---|---|---|---|---|---|
| J. Frank Harrison, IIIwith 3 more persons | 15.1% | 10.04M | Feb 26, 2026 | 13D/A | |
| BlackRock, Inc. | 8.70% | 4.92M | Jan 21, 2026 | 13G/A | |
| Vanguard Capital Management | 5.25% | 2.97M | Apr 29, 2026 | 13G | |
| Vanguard Portfolio Management | 5.25% | 2.97M | Apr 29, 2026 | 13G |
What the holders on a 13D state as their purpose
From Item 4 of the filing, in the holder's own words. It is the intention the holder states, not something that happened.
J. Frank Harrison, III15.1%From the filing of Feb 26, 2026
The Reporting Persons have acquired their shares of Common Stock for investment purposes and, in the case of J. Frank Harrison, III, in connection with compensation arrangements. The Reporting Persons may acquire or dispose of shares of Common Stock in the future depending upon market conditions, personal objectives and other facts and conditions. J. Frank Harrison, III is the Chairman and Chief Executive Officer of Consolidated and, in that capacity, may participate in discussions and formulate plans and proposals related to certain of the items discussed below. Except as otherwise described herein, the Reporting Persons do not presently have any plans or proposals which relate to or…
From the filing of Feb 26, 2026
Fell to 5% or less (2)
Holders whose latest filing says they hold 5% or less. After it they need not file again, so what they hold today is not known.
From the Schedule 13D and 13G filed with the SEC since Dec 18, 2024, when they became structured data. A holder who has filed nothing since then is not shown here. A 13D is updated within two business days of any material change, a 13G up to 45 days after the quarter of the change, so the shares are those of the filing. The large managers also appear in the 13Fs.
Well-known managers
Which of the about 30 investment managers we track held the shares at the quarter end, and what they changed from the quarter before.
- AQR CapitalIn the quarter+3.2%
- Renaissance TechnologiesIn the quarter+28%
- Bridgewater (Dalio)In the quarter+44%
- D.E. ShawIn the quarter-43%
- Millennium Mgmt (Englander)In the quarter-48%
- Citadel Advisors (Griffin)In the quarter
| Manager | Shares | In the quarter | Value | % of their portfolio |
|---|---|---|---|---|
| AQR Capital | 1.33M | +3.2% | $254M | 0.09% |
| Renaissance Technologies | 257.1K | +28% | $49M | 0.07% |
| Bridgewater (Dalio) | 46.5K | +44% | $8.9M | 0.04% |
| D.E. Shaw | 217.4K | -43% | $42M | 0.03% |
| Millennium Mgmt (Englander) | 134.7K | -48% | $26M | 0.02% |
| Citadel Advisors (Griffin) | – | – | 0.00% |
From the 13Fs managers file with the SEC up to 45 days after each quarter end. They show only long positions on that day, not short sales or what has changed since. No recent 13F: Pershing Square (Ackman), Scion (Burry).
Short interest
How many of the company's shares have been sold borrowed and not yet bought back, twice a month.
On Oct 15, 2026, 4.09% of its shares outstanding were held short, -1.3% since the report before.
- Shares held short
- 2.72M
- 4.09%
- Since the report before2.76M on Sep 30, 2026
- -1.3%
- 6.0
- 451.3K
- More days to cover thanof 4,578 US-listed companies with enough volume
- 71%
- Report date
- Oct 15, 2026
- Oct 31, 2023: Shares held short 63.9K
- Nov 15, 2023: Shares held short 76.9K
- Nov 30, 2023: Shares held short 73.1K
- Dec 15, 2023: Shares held short 114.3K
- Dec 29, 2023: Shares held short 106.9K
- Jan 12, 2024: Shares held short 98.0K
- Jan 31, 2024: Shares held short 102.8K
- Feb 15, 2024: Shares held short 113.1K
- Feb 29, 2024: Shares held short 107.5K
- Mar 15, 2024: Shares held short 109.7K
- Mar 28, 2024: Shares held short 110.1K
- Apr 15, 2024: Shares held short 108.8K
- Apr 30, 2024: Shares held short 124.0K
- May 15, 2024: Shares held short 159.7K
- May 31, 2024: Shares held short 141.0K
- Jun 14, 2024: Shares held short 157.7K
- Jun 28, 2024: Shares held short 135.9K
- Jul 15, 2024: Shares held short 46.4K
- Jul 31, 2024: Shares held short 56.5K
- Aug 15, 2024: Shares held short 49.2K
- Aug 30, 2024: Shares held short 44.0K
- Sep 13, 2024: Shares held short 45.7K
- Sep 30, 2024: Shares held short 93.1K
- Oct 15, 2024: Shares held short 82.9K
- Oct 31, 2024: Shares held short 83.9K
- Nov 15, 2024: Shares held short 76.0K
- Nov 29, 2024: Shares held short 62.9K
- Dec 13, 2024: Shares held short 58.6K
- Dec 31, 2024: Shares held short 54.3K
- Jan 15, 2025: Shares held short 59.3K
- Jan 31, 2025: Shares held short 68.8K
- Feb 14, 2025: Shares held short 73.3K
- Feb 28, 2025: Shares held short 65.8K
- Mar 14, 2025: Shares held short 68.7K
- Mar 31, 2025: Shares held short 67.9K
- Apr 15, 2025: Shares held short 81.7K
- Apr 30, 2025: Shares held short 84.4K
- May 15, 2025: Shares held short 133.2K
- May 30, 2025: Shares held short 1.18M
- Jun 13, 2025: Shares held short 949.2K
- Jun 30, 2025: Shares held short 1.09M
- Jul 15, 2025: Shares held short 1.34M
- Jul 31, 2025: Shares held short 1.31M
- Aug 15, 2025: Shares held short 1.40M
- Aug 29, 2025: Shares held short 1.17M
- Sep 15, 2025: Shares held short 1.18M
- Sep 30, 2025: Shares held short 1.88M
- Oct 15, 2025: Shares held short 1.90M
- Oct 31, 2025: Shares held short 1.52M
- Nov 14, 2025: Shares held short 1.14M
- Nov 28, 2025: Shares held short 1.03M
- Dec 15, 2025: Shares held short 1.03M
- Dec 31, 2025: Shares held short 1.27M
- Jan 15, 2026: Shares held short 1.56M
- Jan 30, 2026: Shares held short 1.97M
- Feb 13, 2026: Shares held short 1.99M
- Feb 27, 2026: Shares held short 1.78M
- Mar 13, 2026: Shares held short 1.45M
- Mar 31, 2026: Shares held short 1.26M
- Apr 15, 2026: Shares held short 1.56M
- Apr 30, 2026: Shares held short 1.85M
- May 15, 2026: Shares held short 2.62M
- May 29, 2026: Shares held short 2.88M
- Jun 15, 2026: Shares held short 3.15M
- Jun 30, 2026: Shares held short 3.39M
- Jul 15, 2026: Shares held short 3.35M
- Jul 31, 2026: Shares held short 3.19M
- Aug 14, 2026: Shares held short 2.91M
- Aug 31, 2026: Shares held short 2.81M
- Sep 15, 2026: Shares held short 2.79M
- Sep 30, 2026: Shares held short 2.76M
- Oct 15, 2026: Shares held short 2.72M
As brokers report them to the regulator twice a month, mid-month and at month end, published about eight business days later. A short position is shares sold borrowed and not yet bought back. The share count is the one the company's market value is figured on, from its filings. Days to cover is the shares held short over the average daily volume of the weeks between two reports.
Short sales in daily trading59.7% of the shares in the last 14 sessions' reported trades were short sales.
In the last 14 sessions, 59.7% of the shares in the reported trades were short sales, against 72.6% in the 14 before.
- Last 14 sessionsOct 27, 2026 – Nov 13, 2026
- 59.7%
- The 14 beforeOct 7, 2026 – Oct 26, 2026
- 72.6%
- Change
- -12.9 pts
- Short sales a dayon average, of 231.6K shares
- 138.3K
- More than atof 3,649 US-listed companies, same days
- 83%
- Median of alleight in ten from 34.6% to 63.4%
- 50.1%
- Oct 7, 2026: Short sales 71.6%
- Oct 8, 2026: Short sales 76.1%
- Oct 9, 2026: Short sales 75.7%
- Oct 12, 2026: Short sales 75.1%
- Oct 13, 2026: Short sales 71.6%
- Oct 14, 2026: Short sales 76.5%
- Oct 15, 2026: Short sales 69.9%
- Oct 16, 2026: Short sales 81.2%
- Oct 19, 2026: Short sales 70.6%
- Oct 20, 2026: Short sales 68.2%
- Oct 21, 2026: Short sales 81.4%
- Oct 22, 2026: Short sales 67.1%
- Oct 23, 2026: Short sales 64.8%
- Oct 26, 2026: Short sales 73.3%
- Oct 27, 2026: Short sales 47.2%
- Oct 28, 2026: Short sales 45.9%
- Oct 29, 2026: Short sales 56.7%
- Oct 30, 2026: Short sales 67.3%
- Nov 2, 2026: Short sales 44.3%
- Nov 3, 2026: Short sales 64.9%
- Nov 4, 2026: Short sales 78.3%
- Nov 5, 2026: Short sales 63.4%
- Nov 6, 2026: Short sales 65.2%
- Nov 9, 2026: Short sales 60.4%
- Nov 10, 2026: Short sales 55.5%
- Nov 11, 2026: Short sales 63.6%
- Nov 12, 2026: Short sales 66.9%
- Nov 13, 2026: Short sales 58%
This is not the number of shares sold short today: it measures short sales within each day's trading, and only trades made off the exchanges. Much of it is market makers, who sell shares they do not have to fill buyers' orders and cover soon after, so for a heavily traded stock the share is often around half.
What the insiders hold
The shares each insider reports holding after their latest trade (Form 4), for those who traded on the market in the last three years.
A lower bound: it counts only the 2 officers and directors with a market trade since Nov 16, 2023. Anyone who neither bought nor sold since is not here, whatever they hold. The share is against the share count on the latest 10-K's cover.
The ETFs that hold it
Which of the 269 US equity ETFs we track hold the stock, and at what weight, from the funds' N-PORT filings.
- RDVYFirst Trust Rising Dividend Achievers ETFWeight in the fund1.16%
- SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFWeight in the fund0.55%
- VBKVanguard Small-Cap Growth Index FundWeight in the fund0.30%
- SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETFWeight in the fund0.30%
- IJHiShares Core S&P Mid-Cap ETFWeight in the fund0.30%
- MDYState Street SPDR S&P MidCap 400SM ETF TrustWeight in the fund0.30%
- VBVanguard Small-Cap Index FundWeight in the fund0.13%
- VXFVanguard Extended Market Index FundWeight in the fund0.13%
- IWSiShares Russell Mid-Cap Value ETFWeight in the fund0.09%
- IWRiShares Russell Mid-Cap ETFWeight in the fund0.08%
| ETF | Weight in the fund | Holdings as of |
|---|---|---|
| RDVYFirst Trust Rising Dividend Achievers ETF | 1.16% | Jun 30, 2026 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | 0.55% | Jun 30, 2026 |
| VBKVanguard Small-Cap Growth Index Fund | 0.30% | Jun 30, 2026 |
| SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 0.30% | Jun 30, 2026 |
| IJHiShares Core S&P Mid-Cap ETF | 0.30% | Jun 30, 2026 |
| MDYState Street SPDR S&P MidCap 400SM ETF Trust | 0.30% | Jun 30, 2026 |
| VBVanguard Small-Cap Index Fund | 0.13% | Jun 30, 2026 |
| VXFVanguard Extended Market Index Fund | 0.13% | Jun 30, 2026 |
| IWSiShares Russell Mid-Cap Value ETF | 0.09% | Jun 30, 2026 |
| IWRiShares Russell Mid-Cap ETF | 0.08% | Jun 30, 2026 |
30 of the 269 ETFs we track, not of every ETF on the market. The ten largest weights. Positions as each fund filed them in its latest N-PORT.
Institutional investors by quarter
Every manager that reports positions to the SEC (Form 13F), quarter by quarter: how many hold the stock, how many shares and dollars between them, and who entered, left, added or trimmed during the quarter.
- Q3 2025: Managers 458
- Q4 2025: Managers 533
- Q1 2026: Managers 590
- Q2 2026: Managers 611
Institutional investors by quarter
The fund managers holding COKE, quarter by quarter, from Q1 2013 to Q2 2025, 50 more quarters
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Q2 2026: 611 managers held 41.48M shares, worth $7.8B. During the quarter 81 opened a position, 60 closed one, 228 added and 182 trimmed.
The largest holders, Q2 2026
- BlackRockIn the quarter+1.6%
- Vanguard Portfolio ManagementIn the quarter+0.7%
- Vanguard Capital ManagementIn the quarter+0.6%
- Boston PartnersIn the quarter+14%
- First Trust AdvisorsIn the quarter-3.1%
- State StreetIn the quarter+2.6%
- Geode Capital ManagementIn the quarter+4.8%
- Diversified TrustIn the quarter+0.2%
- AQR CapitalIn the quarter+3.2%
- Norges BankIn the quarter-9.1%
| Manager | Shares | In the quarter | Value |
|---|---|---|---|
| BlackRock | 5.33M | +1.6% | $1.0B |
| Vanguard Portfolio Management | 2.98M | +0.7% | $569M |
| Vanguard Capital Management | 2.56M | +0.6% | $488M |
| Boston Partners | 2.29M | +14% | $436M |
| First Trust Advisors | 1.95M | -3.1% | $373M |
| State Street | 1.79M | +2.6% | $342M |
| Geode Capital Management | 1.69M | +4.8% | $322M |
| Diversified Trust | 1.47M | +0.2% | $280M |
| AQR Capital | 1.33M | +3.2% | $254M |
| Norges Bank | 1.32M | -9.1% | $252M |
From the SEC's Form 13F data sets, Q3 2025 to Q2 2026: the long positions of every manager with more than $100 million under management, as filed up to 45 days after each quarter end. Short positions and options are not in them. Shares as reported each quarter, not adjusted for splits. The stock is matched by its CUSIP, through the SEC's fails-to-deliver files.
Pay against performance, the say-on-pay vote, buybacks by quarter and trading plans are read for S&P 500 companies only.
The full analysis
What do Coca-Cola Consolidated's filings show?
Who buys and sells is one part of Coca-Cola Consolidated's picture. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.
- A fair value range built from the filings
- Earnings quality, debt and red flags
- Insider and institutional moves
- The case for and the case against
Have COKE's insiders bought or sold?
From – to – Coca-Cola Consolidated's insiders reported no purchase or sale of shares on the market.
Which well-known managers hold COKE?
6 of the managers we track held the shares on Sep 30, 2026. The largest position was AQR Capital's, worth $254M.
Is every insider transaction a purchase or a sale?
No. Many are part of their pay: share awards, option exercises and shares the company keeps for the tax. Only code P is a purchase with their own money, and code S a sale on the market.
Related pages
The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.
The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.