Filing Research | COKE - COCA COLA CONS INC Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	Diversified Trust Co	Shares	1.5MSH	$280.1M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	554.1KSH	$105.8M
3	Vest Financial, LLC	Shares	240.6KSH	$45.9M
4	Arbejdsmarkedets Tillaegspension	Shares	116.2KSH	$22.2M
5	River Road Asset Management, LLC	Shares	79.8KSH	$15.2M
6	REINHART PARTNERS, LLC.	Shares	39.2KSH	$7.5M
7	CWA Asset Management Group, LLC	Shares	28.9KSH	$5.5M
8	Police & Firemen's Retirement System of New Jersey	Shares	25.7KSH	$4.9M
9	JAMES INVESTMENT RESEARCH, INC.	Shares	22.6KSH	$4.3M
10	Y-Intercept (Hong Kong) Ltd	Shares	17.3KSH	$3.3M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.3KSH	$3.3M
12	Louisiana State Employees Retirement System	Shares	16.5KSH	$3.2M
13	JOHNSON INVESTMENT COUNSEL INC	Shares	16.3KSH	$3.1M
14	Oak Thistle LLC	Shares	15.1KSH	$2.9M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.5KSH	$2.6M
16	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	12.0KSH	$2.3M
17	IFP Advisors, Inc	Shares	11.9KSH	$2.3M
18	Crossmark Global Holdings, Inc.	Shares	11.8KSH	$2.2M
19	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	11.0KSH	$2.1M
20	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.5KSH	$2.0M
21	Robeco Institutional Asset Management B.V.	Shares	9.6KSH	$1.8M
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.6KSH	$1.6M
23	Mullaney, Keating & Wright, Inc.	Shares	14.8KSH	$1.2M
24	Mendel Capital Management LLC	Shares	5.2KSH	$992.8K
25	William Mack & Associates, Inc.	Shares	5.1KSH	$971.0K
26	MISSION WEALTH MANAGEMENT, LP	Shares	4.8KSH	$922.9K
27	Independence Bank of Kentucky	Shares	4.8KSH	$906.9K
28	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.6KSH	$876.8K
29	Sequoia Financial Advisors, LLC	Shares	4.1KSH	$789.2K
30	Legacy Wealth Asset Management, LLC	Shares	4.0KSH	$772.8K
31	J.W. COLE ADVISORS, INC.	Shares	4.0KSH	$761.8K
32	SECURIAN ASSET MANAGEMENT, INC	Shares	4.1KSH	$745.0K
33	DAVENPORT & Co LLC	Shares	3.7KSH	$707.4K
34	Prospera Financial Services Inc	Shares	3.7KSH	$697.1K
35	BENJAMIN EDWARDS INC	Shares	3.5KSH	$674.9K
36	Mesirow Financial Investment Management, Inc.	Shares	3.5KSH	$663.4K
37	EverSource Wealth Advisors, LLC	Shares	3.0KSH	$566.5K
38	Merit Financial Group, LLC	Shares	2.9KSH	$552.5K
39	Wedmont Private Capital	Shares	3.0KSH	$541.0K
40	Sivia Capital Partners, LLC	Shares	2.6KSH	$497.3K
41	Accel Wealth Management	Shares	2.5KSH	$472.7K
42	CoreCap Advisors, LLC	Shares	2.4KSH	$456.8K
43	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	2.2KSH	$413.5K
44	Pine Valley Investments Ltd Liability Co	Shares	2.1KSH	$392.1K
45	Linden Thomas Advisory Services, LLC	Shares	2.0KSH	$387.6K
46	Walker Asset Management, LLC	Shares	2.0KSH	$381.8K
47	Old North State Wealth Management, LLC	Shares	2.0KSH	$374.8K
48	WADDELL & ASSOCIATES, LLC	Shares	1.8KSH	$344.2K
49	Trust Point Inc.	Shares	1.8KSH	$336.8K
50	Procyon Advisors, LLC	Shares	1.7KSH	$323.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 132 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+110.5K	+$20.7M	$105.8M
2	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+12.0K	+$2.3M	$2.3M
3	Robeco Institutional Asset Management B.V. new	Shares	+9.6K	+$1.8M	$1.8M
4	J.W. COLE ADVISORS, INC. new	Shares	+4.0K	+$761.8K	$761.8K
5	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.6K	+$685.1K	$922.9K
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.6K	+$494.3K	$1.6M
7	Crossmark Global Holdings, Inc. added	Shares	+2.5K	+$472.2K	$2.2M
8	Y-Intercept (Hong Kong) Ltd added	Shares	+2.5K	+$462.8K	$3.3M
9	COOKSON PEIRCE & CO INC new	Shares	+1.6K	+$309.5K	$309.5K
10	Legacy Advisors, LLC new	Shares	+1.6K	+$296.9K	$296.9K
11	RFG Advisory, LLC new	Shares	+1.5K	+$292.9K	$292.9K
12	Affinity Capital Advisors, LLC new	Shares	+1.4K	+$263.4K	$263.4K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$249.3K	$4.9M
14	Gallacher Capital Management LLC new	Shares	+1.2K	+$230.5K	$230.5K
15	WADDELL & ASSOCIATES, LLC added	Shares	+603	+$114.1K	$344.2K
16	IFP Advisors, Inc added	Shares	+594	+$104.1K	$2.3M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$79.8K	$3.3M
18	Mullaney, Keating & Wright, Inc. added	Shares	+10	+$78.2K	$1.2M
19	Procyon Advisors, LLC added	Shares	+397	+$74.8K	$323.2K
20	Blue Trust, Inc. added	Shares	+389	+$73.5K	$271.0K
21	Versant Capital Management, Inc added	Shares	+243	+$46.2K	$83.4K
22	Merit Financial Group, LLC added	Shares	+249	+$45.3K	$552.5K
23	BURNS J W & CO INC/NY added	Shares	+197	+$36.7K	$256.8K
24	Aprio Wealth Management, LLC added	Shares	+69	+$12.1K	$238.2K
25	JAMES INVESTMENT RESEARCH, INC. added	Shares	+152	+$10.6K	$4.3M
26	SteelPeak Wealth, LLC added	Shares	+59	+$10.3K	$227.4K
27	Fifth Third Wealth Advisors LLC added	Shares	+60	+$10.2K	$303.2K
28	True Wealth Design, LLC added	Shares	+46	+$8.6K	$58.0K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+44	+$8.4K	$8.4K
30	SIGNATUREFD, LLC added	Shares	+38	+$6.5K	$179.1K
31	Triumph Capital Management added	Shares	+34	+$6.3K	$59.6K
32	Louisiana State Employees Retirement System added	Shares	+100	+$5.6K	$3.2M
33	Ignite Planners, LLC added	Shares	+30	+$4.4K	$311.2K
34	SJS Investment Consulting Inc. added	Shares	+20	+$3.8K	$8.6K
35	Linden Thomas Advisory Services, LLC added	Shares	+28	+$3.7K	$387.6K
36	ELEVATION WEALTH PARTNERS, LLC added	Shares	+16	+$3.0K	$6.7K
37	HIGHLINE WEALTH PARTNERS LLC added	Shares	+15	+$2.8K	$10.9K
38	Creative Capital Management Investments LLC new	Shares	+13	+$2.5K	$2.5K
39	MassMutual Private Wealth & Trust, FSB added	Shares	+18	+$2.4K	$236.6K
40	INSPIRION WEALTH ADVISORS, LLC unchanged	Shares	0	+$2.3K	$215.2K
41	Valued Wealth Advisors LLC added	Shares	+12	+$2.3K	$3.2K
42	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+12	+$1.4K	$209.4K
43	TOTH FINANCIAL ADVISORY CORP new	Shares	+6	+$1.1K	$1.1K
44	Mesirow Financial Investment Management, Inc. added	Shares	+20	+$1.0K	$663.4K
45	Pine Valley Investments Ltd Liability Co added	Shares	+14	+$1.0K	$392.1K
46	Bogart Wealth, LLC added	Shares	+4	+$759	$1.9K
47	Physician Wealth Advisors, Inc. new	Shares	+3	+$573	$573
48	Hughes Financial Services, LLC added	Shares	+2	+$380	$955
49	Sachetta, LLC added	Shares	+2	+$379	$1.1K
50	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$309	$17.4K

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