Public record / Tickers / COKE

COKE — Coca-Cola Consolidated, Inc.†

Both disclosure regimes on one name: who in Congress filed about COKE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming COKE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-05
filed 2024-06-05
13F holders
487
top-487 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Carol D. Miller · $1.0K–$15.0K

SELL · traded 2024-05-08 → filed 2024-06-05. Ranked over every COKE row by the provable lower bound, never a point estimate.

No member disclosed COKE in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated COKE rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COKE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COKE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-06-05Carol D. Miller R–WV-1SELLTraded 05-08 +28d$1K–$15K
2024-06-05Carol D. Miller R–WV-1SELLTraded 05-08 +28d$1K–$15K
2017-05-01Pete Sessions R–TX-17BUY SP (spouse-owned)Traded 2016-10-27 LATE·186d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in COKE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed COKE in the trailing 12 months.

Congress ↔ notable managers · COKE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · COCA COLA CONS INC

Merged timeline of congressional filings and notable-manager moves on COKE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+22,704 sh
2026-05-15Bridgewater Associates 13FADD+11,409 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of COKE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$567M1
3VANGUARD CAPITAL MANAGEMENT LLC$487M1
4FIRST TRUST ADVISORS LP$387M1
5Boston Partners$385M1
6STATE STREET CORP$334M1
7Diversified Trust Co$281M1
8AQR CAPITAL MANAGEMENT LLC$245M1
9DIMENSIONAL FUND ADVISORS LP$186M1
10MORGAN STANLEY$93.1M1
11NORTHERN TRUST CORP$91.0M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.5M1
13RENAISSANCE TECHNOLOGIES LLC$73.3M1
14D. E. Shaw & Co., Inc.$72.6M1
15VANGUARD FIDUCIARY TRUST CO$67.6M1
16FMR LLC$60.7M1
17TRUIST FINANCIAL CORP$54.5M1
18FULLER & THALER ASSET MANAGEMENT, INC.$52.0M1
19MILLENNIUM MANAGEMENT LLC$49.5M1
20Invesco Ltd.$49.4M1
21Vest Financial, LLC$46.9M1
22CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$41.0M1
23RAYMOND JAMES FINANCIAL INC$39.1M1
24AMERICAN CENTURY COMPANIES INC$38.9M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$38.8M1
26UBS Group AG$37.3M1
27Nuveen, LLC$35.5M1
28BANK OF AMERICA CORP /DE/$34.1M1
29BARCLAYS PLC$32.0M1
30TWO SIGMA INVESTMENTS, LP$31.6M1
31FRANKLIN RESOURCES INC$29.2M1
32Arbejdsmarkedets Tillaegspension$25.8M1
33Janus Henderson Group Ltd.$25.3M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.6M1
35HSBC HOLDINGS PLC$24.3M1
36PRINCIPAL FINANCIAL GROUP INC$24.3M1
37Grantham, Mayo, Van Otterloo & Co. LLC$23.4M1
38VICTORY CAPITAL MANAGEMENT INC$23.3M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$21.7M1
40Gotham Asset Management, LLC$19.3M1
41Swiss National Bank$19.3M1
42ENVESTNET ASSET MANAGEMENT INC$17.8M1
43Walleye Capital LLC$16.7M1
44Baird Financial Group, Inc.$16.2M1
45Voleon Capital Management LP$15.2M1
46Susquehanna Portfolio Strategies, LLC$14.6M1
47VOLORIDGE INVESTMENT MANAGEMENT, LLC$14.5M1
48JANE STREET GROUP, LLC$14.1M1
49Legal & General Group Plc$14.0M1
50Retirement Systems of Alabama$13.3M1
51Focus Partners Wealth$12.9M1
52LPL Financial LLC$12.7M1
53ALLIANCEBERNSTEIN L.P.$10.8M1
54Allianz Asset Management GmbH$10.0M1
55MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.7M1
56Amundi$9.2M1
57VANGUARD ASSET MANAGEMENT, Ltd$9.1M1
58BANK OF NOVA SCOTIA$9.0M1
59CITIGROUP INC$8.7M1
60Illinois Municipal Retirement Fund$8.3M1
61STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.1M1
62WELLS FARGO & COMPANY/MN$7.9M1
63MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.8M1
64Man Group plc$7.8M1
65WORLDQUANT MILLENNIUM ADVISORS LLC$7.4M1
66O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.3M1
67STATE OF WISCONSIN INVESTMENT BOARD$7.2M1
68LAZARD ASSET MANAGEMENT LLC$6.9M1
69Aquatic Capital Management LLC$6.6M1
70Mariner, LLC$6.5M1
71CWA Asset Management Group, LLC$6.4M1
72Harvest Investment Services, LLC$6.3M1
73Creative Planning$6.3M1
74Bridgewater Associates, LP$6.2M1
75HighTower Advisors, LLC$6.2M1
76FORTRESS PRIVATE LEDGER, LLC$6.1M1
77VOYA INVESTMENT MANAGEMENT LLC$5.9M1
78SEI INVESTMENTS CO$5.9M1
79Quantinno Capital Management LP$5.9M1
80IEQ CAPITAL, LLC$5.8M1
81L2 Asset Management, LLC$5.8M1
82NICOLA WEALTH MANAGEMENT LTD.$5.7M1
83OP Asset Management Ltd$5.4M1
84Pictet Asset Management Holding SA$5.0M1
85Vanguard Global Advisers, LLC$4.8M1
86COMMONWEALTH EQUITY SERVICES, LLC$4.7M1
87Vident Advisory, LLC$4.6M1
88FEDERATED HERMES, INC.$4.5M1
89RITHOLTZ WEALTH MANAGEMENT$4.3M1
90JAMES INVESTMENT RESEARCH, INC.$4.3M1
91Mitsubishi UFJ Trust & Banking Corp$4.2M1
92Cerity Partners LLC$4.2M1
93Oak Thistle LLC$4.1M1
94HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.0M1
95ROYAL BANK OF CANADA$4.0M1
96Kestra Advisory Services, LLC$3.9M1
97Templeton & Phillips Capital Management, LLC$3.9M1
98INTECH INVESTMENT MANAGEMENT LLC$3.9M1
99Brevan Howard Capital Management LP$3.8M1
100Paralel Advisors LLC$3.8M1
101Engineers Gate Manager LP$3.7M1
102JOHNSON INVESTMENT COUNSEL INC$3.6M1
103Family Manage LLC$3.4M1
104OCCUDO QUANTITATIVE STRATEGIES LP$3.4M1
105State of New Jersey Common Pension Fund D$3.2M1
106WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M1
107EVOLVE PRIVATE WEALTH, LLC$3.2M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$3.2M1
109FIFTH THIRD BANCORP$3.0M1
110Mezzasalma Advisors, LLC$2.9M1
111Y-Intercept (Hong Kong) Ltd$2.8M1
112CWM, LLC$2.8M1
113COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.7M1
114Arizona State Retirement System$2.7M1
115OSAIC HOLDINGS, INC.$2.6M1
116STATE OF MICHIGAN RETIREMENT SYSTEM$2.6M1
117Vanguard Investments Australia, Ltd.$2.5M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
119NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.4M1
120Cetera Investment Advisers$2.4M1
121&PARTNERS$2.4M1
122Pathstone Holdings, LLC$2.4M1
123EJF Capital LP$2.3M1
124Corient Private Wealth LLC$2.3M1
125NATIONAL BANK OF CANADA /FI/$2.3M1
126Jefferies Financial Group Inc.$2.3M1
127OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
128MERCER GLOBAL ADVISORS INC /ADV$2.2M1
129FLYNN ZITO CAPITAL MANAGEMENT, LLC$2.2M1
130STIFEL FINANCIAL CORP$2.1M1
131ASSETMARK, INC$2.1M1
132Schonfeld Strategic Advisors LLC$2.1M1
133BANK OF MONTREAL /CAN/$2.1M1
134ROI Financial Advisors, LLC$2.0M1
135Independent Advisor Alliance$2.0M1
136Ameritas Investment Partners, Inc.$2.0M1
137Beacon Pointe Advisors, LLC$1.9M1
138TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
139Crossmark Global Holdings, Inc.$1.8M1
140SILVER OAK SECURITIES, INCORPORATED$1.7M1
141AXQ CAPITAL, LP$1.7M1
142KG Capital Management$1.6M1
143Qube Research & Technologies Ltd$1.6M1
144NewEdge Advisors, LLC$1.6M1
145GUGGENHEIM CAPITAL LLC$1.6M1
146OneAscent Wealth Management LLC$1.6M1
147OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
148IMC-Chicago, LLC$1.5M1
149XPONANCE LLC$1.5M1
150CANADA PENSION PLAN INVESTMENT BOARD$1.5M1
151Verition Fund Management LLC$1.5M1
152Hobbs Group Advisors, LLC$1.4M1
153Sanctuary Advisors, LLC$1.4M1
154Sovereign's Capital Management, LLC$1.4M1
155DEUTSCHE BANK AG\$1.3M1
156Bragg Financial Advisors, Inc$1.2M1
157Vanguard Personalized Indexing Management, LLC$1.2M1
158WNY Asset Management, LLC$1.2M1
159Lido Advisors, LLC$1.2M1
160PRELUDE CAPITAL MANAGEMENT, LLC$1.2M1
161EXCHANGE TRADED CONCEPTS, LLC$1.2M1
162Stratos Wealth Partners, LTD.$1.1M1
163Mullaney, Keating & Wright, Inc.$1.1M1
164Inspire Investing, LLC$1.1M1
165Ethic Inc.$1.1M1
166Values First Advisors, Inc.$1.1M1
167NATIXIS$1.1M1
168Numerai GP LLC$1.1M1
169Kestra Investment Management, LLC$1.0M1
170Private Advisor Group, LLC$1.0M1
171MONETA GROUP INVESTMENT ADVISORS LLC$1.0M1
172Davis Investment Partners, LLC$1.0M1
173EP Wealth Advisors, LLC$1.0M1
174Mendel Capital Management LLC$997K1
175William Mack & Associates, Inc.$974K1
176HANCOCK WHITNEY CORP$972K1
177HOHIMER WEALTH MANAGEMENT, LLC$972K1
178PATRON PARTNERS, LLC$963K1
179INDEPENDENT FINANCIAL GROUP, LLC$900K1
180Clearstead Advisors, LLC$899K1
181Frank, Rimerman Advisors LLC$893K1
182CIBC Bancorp USA Inc.$864K1
183World Investment Advisors$856K1
184Sequoia Financial Advisors, LLC$856K1
185MACROVIEW INVESTMENT MANAGEMENT LLC$830K1
186Empirical Asset Management, LLC$828K1
187FIRST NATIONAL TRUST CO$823K1
188SECURIAN ASSET MANAGEMENT, INC$810K1
189Allworth Financial LP$804K1
190CITADEL ADVISORS LLC$797K1
191Empowered Funds, LLC$795K1
192Callan Family Office, LLC$795K1
193QUADRANT CAPITAL GROUP LLC$784K1
194Federation des caisses Desjardins du Quebec$781K1
195Invst, LLC$778K1
196PRUDENTIAL PLC$776K1
197Legacy Wealth Asset Management, LLC$773K1
198BERKSHIRE ASSET MANAGEMENT LLC/PA$771K1
199Cresset Asset Management, LLC$752K1
200Edgestream Partners, L.P.$751K1
201XTX Topco Ltd$722K1
202Larson Financial Group LLC$719K1
203Prospera Financial Services Inc$718K1
204DAVENPORT & Co LLC$710K1
205denkapparat Operations GmbH$693K1
206Convergence Investment Partners, LLC$688K1
207BOOTHBAY FUND MANAGEMENT, LLC$687K1
208BENJAMIN EDWARDS INC$678K1
209Mesirow Financial Investment Management, Inc.$662K1
210SUSQUEHANNA INTERNATIONAL GROUP, LLP$644K1
211Perbak Capital Partners LLP$642K1
212ADVISORTRUST PARTNERS, LLC$622K1
213Wedmont Private Capital$618K1
214Orion Porfolio Solutions, LLC$617K1
215HBK Sorce Advisory LLC$609K1
216Continuum Advisory, LLC$600K1
217Tidal Investments LLC$586K1
218Brooklyn Investment Group$581K1
219Dynasty Wealth Management, LLC$577K1
220Utah Retirement Systems$576K1
221FRG Family Wealth Advisors LLC$575K1
222Savant Capital, LLC$575K1
223Swiss Life Asset Management Ltd$573K1
224Maryland State Retirement & Pension System$541K1
225ONTARIO TEACHERS PENSION PLAN BOARD$520K1
226Merit Financial Group, LLC$507K1
227Sivia Capital Partners, LLC$499K1
228Caprock Group, LLC$495K1
229Graham Capital Management, L.P.$494K1
230Jain Global LLC$489K1
231RWA WEALTH PARTNERS, LLC$482K1
232CIBC Asset Management Inc$481K1
233COMMERCE BANK$477K1
234Accel Wealth Management$475K1
235FOUNDATIONS INVESTMENT ADVISORS, LLC$474K1
236Laird Norton Wetherby Trust Company, LLC$456K1
237Tower Research Capital LLC (TRC)$454K1
238Coyle Financial Counsel LLC$452K1
239PICTON MAHONEY ASSET MANAGEMENT$447K1
240Claro Advisors Inc.$445K1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$444K1
242Allspring Global Investments Holdings, LLC$438K1
243Vise Technologies, Inc.$437K1
244Proficio Capital Partners LLC$437K1
245Focus Partners Advisor Solutions, LLC$436K1
246BROWN ADVISORY INC$436K1
2471832 Asset Management L.P.$435K1
248ProShare Advisors LLC$435K1
249CHOREO, LLC$418K1
250FOX RUN MANAGEMENT, L.L.C.$415K1
251Cassaday & Co Wealth Management LLC$410K1
252JOURNEY STRATEGIC WEALTH LLC$399K1
253JT Stratford LLC$393K1
254COLDSTREAM CAPITAL MANAGEMENT INC$393K1
255Pine Valley Investments Ltd Liability Co$391K1
256FORA Capital, LLC$391K1
257Mill Creek Capital Advisors, LLC$388K1
258Linden Thomas Advisory Services, LLC$384K1
259Csenge Advisory Group$383K1
260Walker Asset Management, LLC$383K1
261Old North State Wealth Management, LLC$378K1
262CAPSTONE INVESTMENT ADVISORS, LLC$376K1
263PATTEN & PATTEN INC/TN$375K1
264Keystone Wealth Services, LLC$368K1
265TD Waterhouse Canada Inc.$361K1
266Wealthfront Advisers LLC$358K1
267M&T BANK CORP$356K1
268Regal Investment Advisors LLC$355K1
269SHELTON CAPITAL MANAGEMENT$351K1
270NORDEN GROUP LLC$348K1
271Oxbow Advisors, LLC$347K1
272US BANCORP \DE\$340K1
273PRINCIPAL SECURITIES, INC.$338K1
274Summit Trail Advisors, LLC$331K1
275DRIVE WEALTH MANAGEMENT, LLC$323K1
276GUIDANCE CAPITAL, INC$321K1
277North Dakota State Investment Board$318K1
278NorthRock Partners, LLC$316K1
279Latitude Advisors, LLC$308K1
280Ignite Planners, LLC$307K1
281HB Wealth Management, LLC$303K1
282Krilogy Financial LLC$303K1
283Signal Advisors Wealth, LLC$300K1
284Freestone Capital Holdings, LLC$293K1
285INCEPTIONR LLC$290K1
286Frec Markets, Inc.$289K1
287TWO SIGMA SECURITIES, LLC$288K1
288KING LUTHER CAPITAL MANAGEMENT CORP$288K1
289Eurizon Capital SGR S.p.A.$285K1
290D.A. DAVIDSON & CO.$284K1
291KEYBANK NATIONAL ASSOCIATION/OH$283K1
292VIEWPOINT INVESTMENT PARTNERS CORP$281K1
293Waverly Advisors, LLC$280K1
294Wealthspire Advisors, LLC$276K1
295D'Orazio & Associates, Inc.$274K1
296PROFUND ADVISORS LLC$271K1
297RETIREMENT GUYS FORMULA LLC$262K1
298LECAP ASSET MANAGEMENT LTD$262K1
299Everhart Financial Group, Inc.$259K1
300VestGen Advisors, LLC$255K1
301Elevation Wealth Management LLC$255K1
302INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$254K1
303Pallas Capital Advisors LLC$253K1
304Meiji Yasuda Asset Management Co Ltd.$250K1
305Perigon Wealth Management, LLC$249K1
306Procyon Advisors, LLC$248K1
307MIRABELLA FINANCIAL SERVICES LLP$244K1
308FULTON BREAKEFIELD BROENNIMAN LLC$244K1
309State of Wyoming$242K1
310EXENCIAL WEALTH ADVISORS, LLC$242K1
311MCF Advisors LLC$242K1
312Performance Wealth Partners, LLC$240K1
313Caldwell Trust Co$240K1
314MISSION WEALTH MANAGEMENT, LP$238K1
315MSA Advisors, LLC$234K1
316AE Wealth Management LLC$234K1
317ProVise Management Group, LLC$232K1
318Arax Advisory Partners$230K1
319WADDELL & ASSOCIATES, LLC$230K1
320SkyOak Wealth, LLC$228K1
321Monument Capital Management$228K1
322Aprio Wealth Management, LLC$226K1
323TruWealth Advisors, LLC$226K1
324Polymer Capital Management (US) LLC$225K1
325Concurrent Investment Advisors, LLC$225K1
326Inscription Capital, LLC$223K1
327Abel Hall, LLC$223K1
328Outlook Wealth Advisors, LLC$219K1
329SteelPeak Wealth, LLC$217K1
330Caerus Investment Advisors, LLC$216K1
331Apollon Wealth Management, LLC$215K1
332Midwest Trust Co$215K1
333INSPIRION WEALTH ADVISORS, LLC$213K1
334Lombard Odier Asset Management (USA) Corp$211K1
335jvl associates llc$210K1
336YARGER WEALTH STRATEGIES, LLC$206K1
337CHILDRESS CAPITAL ADVISORS, LLC$205K1
338Stirlingshire Investments, Inc.$204K1
339NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$202K1
340Modern Wealth Management, LLC$200K1
341VIRTUS ADVISERS, LLC$197K1
342Blue Trust, Inc.$197K1
343UMB Bank, n.a.$183K1
344SIGNATUREFD, LLC$173K1
345Medallion Wealth Advisors, LLC$163K1
346MAI Capital Management$151K1
347BNP Paribas Asset Management Holding S.A.$149K1
348Quarry LP$145K1
349Mowery & Schoenfeld Wealth Management, LLC$142K1
350Union Bancaire Privee, UBP SA$134K1
351SIMPLEX TRADING, LLC$131K1
352Manchester Capital Management LLC$107K1
353HM PAYSON & CO$95.9K1
354PETERSON WEALTH MANAGEMENT$95.9K1
355Nemes Rush Group LLC$88.3K1
356Investors Research Corp$76.7K1
357Caitlin John, LLC$74.2K1
358Rockefeller Capital Management L.P.$58.1K1
359Measured Wealth Private Client Group, LLC$53.9K1
360Triumph Capital Management$53.3K1
361Spire Wealth Management$51.8K1
362True Wealth Design, LLC$49.5K1
363NOMURA ASSET MANAGEMENT CO LTD$44.1K1
364NFSG Corp$44.1K1
365LORD, ABBETT & CO. LLC$44.0K1
366Parkside Financial Bank & Trust$43.7K1
367Geneos Wealth Management Inc.$43.1K1
368MARK SHEPTOFF FINANCIAL PLANNING, LLC$43.1K1
369GROUP ONE TRADING LLC$42.6K1
370Smartleaf Asset Management LLC$39.4K1
371Financial Perspectives, Inc$35.1K1
372Rakuten Securities, Inc.$26.8K1
373Pinnacle Wealth Planning Services, Inc.$24.7K1
374Bangor Savings Bank$23.0K1
375ALGERT GLOBAL LLC$21.9K1
376SALEM INVESTMENT COUNSELORS INC$19.2K1
377CONTRAVISORY INVESTMENT MANAGEMENT, INC.$18.6K1
378CVA Family Office, LLC$18.4K1
379Owl Creek Wealth Partners LLC$18.2K1
380ACADIAN ASSET MANAGEMENT LLC$17.5K1
381JFS WEALTH ADVISORS, LLC$17.1K1
382Clearstead Trust, LLC$14.8K1
383Steward Partners Investment Advisory, LLC$13.6K1
384Private Wealth Management Group, LLC$13.4K1
385ENTRUST FINANCIAL LLC$11.5K1
386Mitsubishi UFJ Asset Management Co., Ltd.$11.5K1
387SHP Wealth Management$9.8K1
388WOLFF WIESE MAGANA LLC$9.6K1
389Bell Investment Advisors, Inc$9.6K1
390MidFirst Bank$9.2K1
391Scarborough Advisors, LLC$7.7K1
392Kilter Group LLC$7.7K1
393CANADA LIFE ASSURANCE Co$6.6K1
394HRT FINANCIAL LP$6.4K1
395WealthCollab, LLC$6.3K1
396Solstein Capital, LLC$5.8K1
397Advisors Asset Management, Inc.$5.4K1
398SJS Investment Consulting Inc.$4.8K1
399Treasurer of the State of North Carolina$4.7K1
400Legacy Wealth Managment, LLC/ID$4.4K1
401ELEVATION WEALTH PARTNERS, LLC$3.6K1
402Vermillion Wealth Management, Inc.$3.6K1
403State of Alaska, Department of Revenue$3.3K1
404Intentional Wealth Strategies, LLC$3.3K1
405THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
406Marquette Asset Management, LLC$2.3K1
407JONES FINANCIAL COMPANIES LLLP$2.1K1
408Vestcor Inc$2.0K1
409Financial Network Wealth Advisors LLC$1.9K1
410DiNuzzo Private Wealth, Inc.$1.9K1
411Cromwell Holdings LLC$1.9K1
412Hilton Head Capital Partners, LLC$1.9K1
413Virtu Financial LLC$1.9K1
414Rialto Wealth Management, LLC$1.5K1
415Transamerica Financial Advisors, LLC$1.5K1
416GSA CAPITAL PARTNERS LLP$1.5K1
417Raleigh Capital Management Inc.$1.3K1
418ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.2K1
419Redwood Investment Management, LLC$1.0K1
420Stone House Investment Management, LLC$9591
421Valued Wealth Advisors LLC$9591
422HFM Investment Advisors, LLC$9591
423Signature Equity Partners, LLC$9591
424South Dakota Investment Council$8651
425Sachetta, LLC$7671
426Truvestments Capital LLC$5751
427Mountain Hill Investment Partners Corp.$5751
428Investors Portfolio Services LLC$5021
429Claret Asset Management Corp$3941
430KBC Group NV$2871
431Key Capital Management, INC$2161
432Leonteq Securities AG$1921
433Employees Retirement System of Texas$941
434DekaBank Deutsche Girozentrale$941
435Capital Analysts, LLC$31
436VANGUARD GROUP INC— value not disclosed1
437MML INVESTORS SERVICES, LLC— value not disclosed1
438HARBOUR INVESTMENTS, INC.— value not disclosed1
439OPPENHEIMER & CO INC— value not disclosed1
440Brandywine Global Investment Management, LLC— value not disclosed1
441JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
442COMERICA BANK— value not disclosed1
443TORONTO DOMINION BANK— value not disclosed1
444VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
445ING GROEP NV— value not disclosed1
446PRUDENTIAL FINANCIAL INC— value not disclosed1
447CIBC Private Wealth Group LLC— value not disclosed1
448Magnetar Financial LLC— value not disclosed1
449NORGES BANK— value not disclosed1
450Intesa Sanpaolo S.p.A.— value not disclosed1
451ALPS ADVISORS INC— value not disclosed1
452J.W. COLE ADVISORS, INC.— value not disclosed1
453TWO SIGMA ADVISERS, LP— value not disclosed1
454Genus Capital Management Inc.— value not disclosed1
455Assenagon Asset Management S.A.— value not disclosed1
456Arete Wealth Advisors, LLC— value not disclosed1
457Point72 Asset Management, L.P.— value not disclosed1
458Patten Group, Inc.— value not disclosed1
459Trexquant Investment LP— value not disclosed1
460Squarepoint Ops LLC— value not disclosed1
461Counterpoint Mutual Funds LLC— value not disclosed1
462Kovack Advisors, Inc.— value not disclosed1
463Global Retirement Partners, LLC— value not disclosed1
464Cynosure Group, LLC— value not disclosed1
465TWINBEECH CAPITAL LP— value not disclosed1
466Avion Wealth— value not disclosed1
467Physician Wealth Advisors, Inc.— value not disclosed1
468ATTICUS WEALTH MANAGEMENT, LLC— value not disclosed1
469Laidlaw Wealth Management LLC— value not disclosed1
470TFC Financial Management, Inc.— value not disclosed1
471AlphaQuest LLC— value not disclosed1
472AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
473Forum Financial Management, LP— value not disclosed1
474SageView Advisory Group, LLC— value not disclosed1
475Pacific Sage Partners, LLC— value not disclosed1
476Tevis Investment Management— value not disclosed1
477Dunhill Financial, LLC— value not disclosed1
478Gallacher Capital Management LLC— value not disclosed1
479Caitong International Asset Management Co., Ltd— value not disclosed1
480Mendota Financial Group, LLC— value not disclosed1
481NDVR, Inc.— value not disclosed1
482Pullen Investment Management, LLC— value not disclosed1
483Nutshell Asset Management Ltd— value not disclosed1
484Aster Capital Management (DIFC) Ltd— value not disclosed1
485OPTIMA CAPITAL LLC— value not disclosed1
486VARCOV Co.— value not disclosed1
487Keating Financial Advisory Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 435 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on COKE

RETAINED WINDOW · ACTIVE HITS

Zero hits on COKE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for COKE · financials and macro

Financials — as filed PLANNED

COKE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: COKE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing