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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Carol D. Miller · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-06-05Carol D. Miller R–WV-1SaleTraded 05-08 +28d$1K–$15K
2024-06-05Carol D. Miller R–WV-1SaleTraded 05-08 +28d$1K–$15K
2017-05-01Pete Sessions R–TX-17Purchase · SP (spouse-owned)Traded 2016-10-27 LATE·186d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
437MML INVESTORS SERVICES, LLC$01
438HARBOUR INVESTMENTS, INC.$01
439OPPENHEIMER & CO INC$01
440Brandywine Global Investment Management, LLC$01
441JACOBS LEVY EQUITY MANAGEMENT, INC$01
442COMERICA BANK$01
443TORONTO DOMINION BANK$01
444VIRGINIA RETIREMENT SYSTEMS ET Al$01
445ING GROEP NV$01
446PRUDENTIAL FINANCIAL INC$01
447CIBC Private Wealth Group LLC$01
448Magnetar Financial LLC$01
449NORGES BANK$01
450Intesa Sanpaolo S.p.A.$01
451ALPS ADVISORS INC$01
452J.W. COLE ADVISORS, INC.$01
453TWO SIGMA ADVISERS, LP$01
454Genus Capital Management Inc.$01
455Assenagon Asset Management S.A.$01
456Arete Wealth Advisors, LLC$01
457Point72 Asset Management, L.P.$01
458Patten Group, Inc.$01
459Trexquant Investment LP$01
460Squarepoint Ops LLC$01
461Counterpoint Mutual Funds LLC$01
462Kovack Advisors, Inc.$01
463Global Retirement Partners, LLC$01
464Cynosure Group, LLC$01
465TWINBEECH CAPITAL LP$01
466Avion Wealth$01
467Physician Wealth Advisors, Inc.$01
468ATTICUS WEALTH MANAGEMENT, LLC$01
469Laidlaw Wealth Management LLC$01
470TFC Financial Management, Inc.$01
471AlphaQuest LLC$01
472AXXCESS WEALTH MANAGEMENT, LLC$01
473Forum Financial Management, LP$01
474SageView Advisory Group, LLC$01
475Pacific Sage Partners, LLC$01
476Tevis Investment Management$01
477Dunhill Financial, LLC$01
478Gallacher Capital Management LLC$01
479Caitong International Asset Management Co., Ltd$01
480Mendota Financial Group, LLC$01
481NDVR, Inc.$01
482Pullen Investment Management, LLC$01
483Nutshell Asset Management Ltd$01
484Aster Capital Management (DIFC) Ltd$01
485OPTIMA CAPITAL LLC$01
486VARCOV Co.$01
487Keating Financial Advisory Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 487 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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