Coca-Cola Consolidated Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:COKE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
05 Jul 24	SellUS$553,722,575	The Coca-Cola Company	Company		598,619	US$925.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of COKE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	4,872	0.0556%
General Public	1,206,449	13.8%
Individual Insiders	1,667,641	19%
Public Companies	1,883,546	21.5%
Institutions	3,998,171	45.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.4% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
21.5%	The Coca-Cola Company	1,883,546	US$2.3b	-24.1%	no data
11.5%	J. Harrison	1,004,394	US$1.2b	0%	no data
6.53%	The Vanguard Group, Inc.	571,810	US$687.7m	1.54%	0.01%
5.88%	BlackRock, Inc.	515,327	US$619.7m	18.6%	0.01%
3.88%	Sue Anne Wells	340,068	US$409.0m	0%	no data
3.69%	Deborah Harrison	323,079	US$388.5m	0%	no data
3.5%	Norges Bank Investment Management	306,543	US$368.6m	0%	0.03%
1.97%	State Street Global Advisors, Inc.	172,409	US$207.3m	18.4%	0.01%
1.67%	Diversified Trust Co., Asset Management Arm	146,264	US$175.9m	-0.01%	5.39%
1.5%	Dimensional Fund Advisors LP	131,082	US$157.6m	-25.7%	0.02%
1.48%	FMR LLC	129,232	US$155.4m	-32.5%	0.01%
1.42%	Geode Capital Management, LLC	124,456	US$149.7m	16.3%	0.01%
1.19%	Millennium Management LLC	103,875	US$124.9m	-39.9%	0.11%
1.02%	T. Rowe Price Group, Inc.	89,683	US$107.9m	-8.24%	0.01%
1%	Invesco Capital Management LLC	87,380	US$105.1m	-3.38%	0.04%
0.96%	AQR Capital Management, LLC	84,424	US$101.5m	12.6%	0.14%
0.77%	Goldman Sachs Asset Management, L.P.	67,173	US$80.8m	464%	0.02%
0.59%	Charles Schwab Investment Management, Inc.	51,368	US$61.8m	-27.9%	0.01%
0.57%	Hennessy Advisors, Inc.	50,256	US$60.4m	14.3%	1.85%
0.56%	BNY Asset Management	49,459	US$59.5m	-0.34%	0.01%
0.52%	Vaughan Nelson Investment Management, L.P.	45,405	US$54.6m	-59.5%	0.49%
0.48%	Renaissance Technologies LLC	42,427	US$51.0m	9.27%	0.08%
0.48%	Columbia Management Investment Advisers, LLC	42,050	US$50.6m	418%	0.01%
0.46%	Northern Trust Global Investments	40,674	US$48.9m	-29.5%	0.01%
0.32%	BB&T Trust	28,214	US$33.9m	0.06%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 01:44
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/27
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Coca-Cola Consolidated, Inc. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Nico Lambrechts	BofA Global Research
Wendy Nicholson	Citigroup Inc
Aarti Pathak	Virtua Research Inc.