Coca-Cola Consolidated, Inc.
US ˙ NasdaqGS ˙ US1910981026

SecurityCOKE / Coca-Cola Consolidated, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership11,328 shares
Latest Disclosed Value $ 2,172,031
IFP Advisors, Inc reports 36.04% decrease in ownership of COKE / Coca-Cola Consolidated, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 11,328 shares of Coca-Cola Consolidated, Inc. (US:COKE) valued at $2,172,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 17,711 shares of Coca-Cola Consolidated, Inc.. This represents a change in shares of -36.04% during the quarter. The current value of the position is $2,008,908 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F COCA COLA CONS cs 191098102 11,328 -6,383 -36.04 2,172 -20.00 0.0450
2026-02-06 2025-12-31 13F COCA COLA CONS cs 191098102 17,711 -2,518 -12.45 2,715 14.56 0.0610
2026-02-06 2025-09-30 13F/A-1 COCA COLA CONS cs 191098102 20,229 490 2.48 2,370 7.58 0.0615
2025-12-02 2025-09-30 13F COCA COLA CONS cs 191098102 20,242 503 2,372 0.0612
2025-07-24 2025-06-30 13F COC A COL A CONS cs 191098102 19,739 18,341 1,311.95 2,204 16.62 0.0627
2025-05-05 2025-03-31 13F COCA COLA CONS cs 191098102 1,398 65 4.88 1,889 12.24 0.0582
2025-02-04 2024-12-31 13F COCA COLA CONS cs 191098102 1,333 42 3.25 1,683 -1.06 0.0551
2025-02-04 2024-09-30 13F COCA COLA CONS cs 191098102 1,291 1,026 387.17 1,702 490.63 0.0613
2024-07-30 2024-06-30 13F COCA COLA CONS cs 191098102 265 17 6.85 288 36.49 0.0114
2024-07-30 2024-03-31 13F COCA COLA CONS cs 191098102 248 77 45.03 211 33.54 0.0093
2024-01-09 2023-12-31 13F COCA COLA CONS cs 191098102 171 160 1,454.55 159 2,157.14 0.0075
2023-10-12 2023-09-30 13F COCA COLA CONS cs 191098102 11 -2 -15.38 7 -12.50 0.0003
2023-08-14 2023-06-30 13F/A-1 COCA COLA CONS cs 191098102 13 -6 -31.58 8 300.00 0.0003
2023-08-04 2023-06-30 13F COCA COLA CONS cs 191098102 13 -6 2 0.0001
2023-04-18 2023-03-31 13F COCA COLA CONS cs 191098102 19 8 72.73 2 0.0001
2023-02-07 2022-12-31 13F COCA COLA CONS cs 191098102 11 -3 -21.43 0 -100.00 0.0001
2022-11-08 2022-09-30 13F COCA COLA CONS cs 191098102 14 7 100.00 2 100.00 0.0001
2022-09-06 2022-06-30 13F/A-1 COCA COLA CONS cs 191098102 7 0 0.00 1 0.00 0.0000
2022-09-06 2022-03-31 13F/A-1 COCA COLA CONS cs 191098102 7 -13 -65.00 1 -91.67 0.0000
2022-08-08 2022-03-31 13F COCA COLA CONS INC COM Stock 191098102 20 0 3 0.0001
2022-01-12 2021-12-31 13F COCA COLA CONS INC COM Stock 191098102 20 -3 -13.04 12 33.33 0.0002
2021-10-06 2021-09-30 13F COCA COLA CONS INC COM Stock 191098102 23 0 0.00 9 0.00 0.0002
2021-07-13 2021-06-30 13F COCA COLA CONS INC COM Stock 191098102 23 0 0.00 9 50.00 0.0002
2021-04-30 2021-03-31 13F COCA COLA CONS INC COM Stock 191098102 23 -11 -32.35 6 -33.33 0.0001
2021-01-25 2020-12-31 13F COCA COLA CONS INC COM Stock 191098102 34 6 21.43 9 28.57 0.0004
2020-10-29 2020-09-30 13F COCA COLA CONS INC COM Stock 191098102 28 20 250.00 7 250.00 0.0004
2020-08-05 2020-06-30 13F COCA COLA CONSOLIDATED INC COM Stock 191098102 8 0 0.00 2 0.00 0.0002
2020-05-12 2020-03-31 13F COCA COLA CONSOLIDATED INC COM Stock 191098102 8 -80 -90.91 2 -92.31 0.0002
2020-01-17 2019-12-31 13F COCA COLA CONSOLIDATED INC COM Stock 191098102 88 0 0.00 26 0.00 0.0020
2019-11-07 2019-09-30 13F COCA COLA CONSOLIDATED INC COM Stock 191098102 88 88 26 0.0017
2019-05-15 2019-03-31 13F COCA COLA CONSOLIDATED INC COM Stock 191098102 0 -18 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 COCA COLA CONSOLIDATED INC COM Stock 191098102 18 -82 -82.00 3 -83.33 0.0002
2019-01-23 2018-12-31 13F COCA COLA CONSOLIDATED INC COM Stock 191098102 18 -82 3 0.0002
2019-06-03 2018-09-30 13F/A-9 COCA COLA BOTTLING CO CONS COM Stock 191098102 100 0 0.00 18 28.57 0.0007
2018-10-25 2018-09-30 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 100 0 18 0.0007
2019-06-03 2018-06-30 13F/A-8 COCA COLA BOTTLING CO CONS COM Stock 191098102 100 38 61.29 14 7.69 0.0006
2018-08-07 2018-06-30 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 100 35 14
2019-06-03 2018-03-31 13F/A-7 COCA COLA BOTTLING CO CONS COM Stock 191098102 62 0 0.00 13 0.00 0.0006
2018-05-09 2018-03-31 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 65 3 11
2019-06-03 2017-12-31 13F/A-6 COCA COLA BOTTLING CO CONS COM Stock 191098102 62 -38 -38.00 13 -40.91 0.0006
2018-01-24 2017-12-31 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 62 -38 13
2017-10-30 2017-09-30 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 100 3 3.09 22 0.00 0.0009
2019-06-03 2017-06-30 13F/A-5 COCA COLA BOTTLING CO CONS COM Stock 191098102 97 10 11.49 22 22.22 0.0009
2017-07-31 2017-06-30 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 97 10 22
2019-06-03 2017-03-31 13F/A-4 COCA COLA BOTTLING CO CONS COM Stock 191098102 87 -18 -17.14 18 -5.26 0.0008
2017-04-26 2017-03-31 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 87 -18 18
2019-06-03 2016-12-31 13F/A-3 COCA COLA BOTTLING CO CONS COM Stock 191098102 105 -117 -52.70 19 -42.42 0.0009
2017-02-14 2016-12-31 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 105 -117 19
2016-11-04 2016-09-30 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 222 0 0.00 33 0.00 0.0017
2019-06-03 2016-06-30 13F/A-2 COCA COLA BOTTLING CO CONS COM Stock 191098102 222 35 18.72 33 10.00 0.0018
2016-08-22 2016-06-30 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 222 35 33
2016-05-02 2016-03-31 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 187 152 434.29 30 400.00 0.0018
2016-02-11 2015-12-31 13F COCA COLA BOTTLING CO CONS COM Stock 191098102 35 35 6 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.