HBK Sorce Advisory LLC Invests $5.92 Million in Coca-Cola Consolidated, Inc. $COKE

Posted by Francis Steltz on Aug 17th, 2026

HBK Sorce Advisory LLC bought a new stake in Coca-Cola Consolidated, Inc. (NASDAQ:COKE – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 68,145 shares of the company’s stock, valued at approximately $5,917,000. HBK Sorce Advisory LLC owned about 0.10% of Coca-Cola Consolidated as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of COKE. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Coca-Cola Consolidated by 8.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,251 shares of the company’s stock worth $23,289,000 after acquiring an additional 1,385 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Coca-Cola Consolidated by 1,587.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 270 shares of the company’s stock valued at $30,000 after purchasing an additional 254 shares during the last quarter. Baird Financial Group Inc. raised its holdings in shares of Coca-Cola Consolidated by 795.4% in the second quarter. Baird Financial Group Inc. now owns 9,966 shares of the company’s stock valued at $1,113,000 after purchasing an additional 8,853 shares during the last quarter. Marshall Wace LLP lifted its position in shares of Coca-Cola Consolidated by 5,152.8% in the second quarter. Marshall Wace LLP now owns 18,910 shares of the company’s stock worth $2,111,000 after purchasing an additional 18,550 shares in the last quarter. Finally, Cresset Asset Management LLC lifted its position in shares of Coca-Cola Consolidated by 169.0% in the second quarter. Cresset Asset Management LLC now owns 4,589 shares of the company’s stock worth $512,000 after purchasing an additional 2,883 shares in the last quarter. Institutional investors own 48.24% of the company’s stock.

Coca-Cola Consolidated Stock Performance

Shares of NASDAQ COKE opened at $189.11 on Monday. The stock has a 50 day moving average price of $184.81 and a 200 day moving average price of $184.70. Coca-Cola Consolidated, Inc. has a 52 week low of $110.60 and a 52 week high of $219.65. The stock has a market capitalization of $12.59 billion, a PE ratio of 25.08 and a beta of 0.55.

Coca-Cola Consolidated (NASDAQ:COKE – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $2.83 earnings per share for the quarter. Coca-Cola Consolidated had a negative return on equity of 1,041.59% and a net margin of 7.15%.The firm had revenue of $2.05 billion for the quarter.

Coca-Cola Consolidated Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, July 24th. Coca-Cola Consolidated’s payout ratio is presently 13.26%.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Wall Street Zen cut shares of Coca-Cola Consolidated from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Coca-Cola Consolidated in a research note on Wednesday, June 24th. One research analyst has rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy”.

Get Our Latest Analysis on Coca-Cola Consolidated

Coca-Cola Consolidated Profile

(Free Report)

Founded in 1902 and headquartered in Charlotte, North Carolina, Coca-Cola Consolidated, Inc is the largest independent bottler of Coca-Cola products in the United States. The company manufactures, sells and distributes a broad portfolio of sparkling and still beverages under exclusive agreements with The Coca-Cola Company. Its brand lineup includes Coca-Cola, Diet Coke, Sprite and Fanta, as well as noncarbonated offerings such as Minute Maid juices, Gold Peak teas, Dasani water, Powerade sports drinks and vitaminwater.

Coca-Cola Consolidated’s operations span 14 states and the District of Columbia across the Southeastern, South Central and Mid-Atlantic regions.