Coca-Cola Consolidated Inc has 7 Schedule 13D or 13G filings on record since 2025-11-10. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| J. Frank Harrison, III | 15.1% | 10,043,940 | SCHEDULE 13D/A, 2026-02-26 | 2026-02-18 |
| BlackRock, Inc. | 8.7% | 4,922,187 | SCHEDULE 13G/A, 2026-01-21 | 2025-12-31 |
| Vanguard Capital Management | 5.25% | 2,969,056 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Portfolio Management | 5.25% | 2,969,318 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Coca-Cola Company | 0% | 0 | SCHEDULE 13D/A, 2025-11-10 | 2025-11-07 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
The Coca-Cola Company
Item 4 is hereby amended and supplemented as follows: On November 7, 2025, Coca-Cola Consolidated, Inc., a Delaware corporation ("Coke Consolidated"), Carolina Coca-Cola Bottling Investments, Inc., a Delaware corporation and an indirect wholly owned subsidiary of TCCC ("Seller"), J. Frank Harrison, III (solely for purposes of Article VI and Article VII thereof) and TCCC (solely for purposes of certain provisions of Article III thereof (as specified therein), Article VI and Article VII thereof) entered into a purchase agreement (the "2025 Purchase Agreement"), pursuant to which (i) Coke Consolidated agreed to purchase from Seller all of the 18,835,460 shares (reflecting the 10-for-1 stock split effected by Coke Consolidated on May 27, 2025) of Common Stock, par value $1.00, of Coke Consolidated (the "Common Stock") held by Seller for a total cash payment of $2,392,103,420 (such transaction, the "Repurchase") and (ii) the parties to the 2025 Purchase Agreement agreed to terminate in its entirety that certain Amended and Restated Stock Rights and Restrictions Agreement, dated as of February 19, 2009, as amended by Amendment No. 1 on May 6, 2024 (the "Stock Rights and Restrictions Agreement"), pursuant to which Seller and TCCC were granted certain rights in their capacity as shareholders of Coke Consolidated, as previously disclosed in Amendment No. 49 to the Schedule 13D. The Closing (as defined in the 2025 Purchase Agreement) under the 2025 Purchase Agreement occurred on …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-11-10; the filing has the rest
J. Frank Harrison, III
The Reporting Persons have acquired their shares of Common Stock for investment purposes and, in the case of J. Frank Harrison, III, in connection with compensation arrangements. The Reporting Persons may acquire or dispose of shares of Common Stock in the future depending upon market conditions, personal objectives and other facts and conditions. J. Frank Harrison, III is the Chairman and Chief Executive Officer of Consolidated and, in that capacity, may participate in discussions and formulate plans and proposals related to certain of the items discussed below. Except as otherwise described herein, the Reporting Persons do not presently have any plans or proposals which relate to or would result in: * the acquisition by any person of additional securities of Consolidated, or the disposition of securities of Consolidated; * an extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving Consolidated or any of its subsidiaries; * a sale or transfer of a material amount of assets of Consolidated or any of its subsidiaries; * any change in the present Board of Directors or management of Consolidated, including any plans or proposals to change the number or term of directors or to fill any existing vacancies on the Board; * any material change in the present capitalization or dividend policy of Consolidated; * any other material change in Consolidated's business or corporate structure; * changes in Consolidated's charter, …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-02-26; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-10 | The Coca-Cola Company | 0% | SCHEDULE 13D/A |
| 2026-01-21 | BlackRock, Inc. | 8.7% | SCHEDULE 13G/A |
| 2026-02-26 | J. Frank Harrison, III | 15.1% | SCHEDULE 13D/A |
| 2026-03-05 | The Vanguard Group | 10.28% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.25% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 5.25% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
