The Coca-Cola Consolidated, Inc. (NASDAQ: COKE) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Coca‑Cola Consolidated is the largest Coca‑Cola bottler in the United States, and its filings offer detailed insight into its nonalcoholic beverage operations, capital structure and risk factors.
Investors can review current reports on Form 8‑K, where the company reports material events. Recent 8‑K filings have covered topics such as quarterly and year‑to‑date financial results, including net sales, volume, gross profit and income from operations, as well as a significant share repurchase transaction involving all outstanding shares of common stock held by a subsidiary of The Coca‑Cola Company. Related 8‑K disclosures describe a purchase agreement, bridge loan agreement, amendments to a revolving credit facility and amendments to note purchase and private shelf agreements, along with associated financial covenants and events of default.
Filings also document governance and leadership changes, including the resignation of a director in connection with the share repurchase transaction and planned transitions of senior executives. These items appear under Form 8‑K sections addressing departures of directors or certain officers and compensatory arrangements.
Through its periodic reports, such as the Annual Report on Form 10‑K referenced in company news releases, Coca‑Cola Consolidated discusses risk factors affecting its business, including supply chain costs, consumer preferences, regulatory changes, marketing funding, technology risks, economic conditions, trade policies, customer and supplier concentration, competition, debt, labor, accounting standards, tax laws, legal contingencies, natural disasters and climate‑related issues.
On Stock Titan, AI‑powered tools summarize these filings, highlight key terms and help explain complex sections such as financing arrangements, covenants and risk factor discussions. Users can quickly locate items related to quarterly results, major transactions, debt facilities, governance updates and other disclosures that shape the company’s regulatory and financial profile.
Coca-Cola Consolidated reported strong top-line growth for the first quarter of 2026, but tighter margins and higher financing costs weighed on earnings quality. Net sales rose to $1.85 billion, up 16.9%, helped by six extra days in the quarter; on an adjusted basis, sales grew 8.5% as case volume increased 6.4%.
Gross profit increased $100 million to $727.1 million, but gross margin slipped to 39.4% as higher aluminum costs added about $35 million of input expense, outpacing pricing actions. Selling, delivery and administrative expenses rose 12.0%, driven by wage and benefits investments, though as a percentage of sales they were roughly flat on an adjusted basis.
Income from operations was $237.5 million, up 25.1%, while net income reached $111.6 million, up 7.7%. However, adjusted net income declined 12.3% to $119.5 million due to margin compression, sharply higher interest expense of $32.1 million and a $53.4 million non‑cash mark‑to‑market increase on acquisition‑related contingent consideration. Operating cash flow was $205.3 million, and total debt stood at $2.64 billion against a reported stockholders’ deficit.
Coca-Cola Consolidated, Inc. reported strong first quarter 2026 growth, helped by a longer fiscal period. Net sales rose 16.9% to $1.85 billion, or 8.5% on an adjusted basis excluding six extra days. Volume grew 13.4%, or 6.4% adjusted, with broad gains in Sparkling and Still categories.
Gross profit increased 15.9% to $727.1 million, though gross margin slipped to 39.4% as higher aluminum costs added about $35 million in input costs. Income from operations was $237.5 million, up 25.1%, while adjusted operating income rose modestly. Reported net income grew 7.7% to $111.6 million, but adjusted net income declined 12.3% to $119.5 million.
Coca-Cola Consolidated Inc Schedule 13G shows Vanguard Capital Management beneficially owns 2,969,056 shares of Common Stock, representing 5.25% of the class. The filing states sole dispositive power over 2,969,056 shares and sole voting power over 427,853 shares. The disclosure attributes ownership to Vanguard Capital Management LLC and named affiliates and is signed on 04/29/2026.
Vanguard Portfolio Management reports beneficial ownership of 2,969,318 shares of Coca‑Cola Consolidated Inc. representing 5.25% of the class. The filing shows sole voting power: 10,234 and sole dispositive power: 2,969,318, and states these holdings include securities held for Vanguard funds and managed accounts.
Coca-Cola Consolidated Inc: Amendment No. 9 to a Schedule 13G/A by The Vanguard Group reports 0 shares beneficially owned of Common Stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 that led to disaggregated reporting by Vanguard subsidiaries.
The form is signed by Ashley Grim, Head of Global Fund Administration on 03/26/2026.
Coca‑Cola Consolidated, Inc. calls its 2026 virtual-only annual meeting for May 12, 2026. Stockholders will vote on three items: electing 11 directors, approving 2025 named executive officer pay on an advisory basis, and ratifying PricewaterhouseCoopers LLP as independent auditor for 2026.
The Board unanimously recommends voting “FOR” all three proposals. As of March 16, 2026 there were 56,517,334 shares of Common Stock (one vote per share) and 10,046,960 shares of Class B Common Stock (20 votes per share) outstanding, with all voting together as a single class.
Chairman and CEO J. Frank Harrison, III beneficially controls 10,043,940 Class B shares representing 200,878,800 votes, or about 78% of total voting power, making the company a Nasdaq “controlled company.” Seven of the 11 director nominees are classified as independent under Nasdaq rules.
The proxy describes a $2.4 billion 2025 repurchase of all Common Stock previously held by an indirect Coca‑Cola Company subsidiary, leaving The Coca‑Cola Company with no equity stake while core bottling, manufacturing and marketing agreements remain in place. It also details related-party arrangements, including headquarters leases with a Harrison‑controlled entity and compensation for family-member executives and directors.
Coca‑Cola Consolidated Inc: The Vanguard Group filed an amendment to a Schedule 13G, reporting beneficial ownership of 5,811,984 shares, equal to 10.28% of Common Stock. The filing notes an internal realignment of The Vanguard Group, Inc. effective January 12, 2026, after which certain subsidiaries will report ownership separately.
The filing states shared voting power of 432,126 shares and shared dispositive power over 5,811,984 shares, and indicates client accounts have rights to dividends or sale proceeds.
Coca-Cola Consolidated’s controlling shareholder group updates its ownership report, confirming that J. Frank Harrison III and related entities beneficially own 15.1% of the common stock, representing about 78.0% of total voting power as of January 30, 2026.
The filing explains that this stake is held mainly through Class B common stock, which carries 20 votes per share versus one vote for regular common shares. Entities include the JFH III Harrison Family LLC, JFH Family Limited Partnership-FH1, JFH3 Holdings LLC and a family trust, over which Harrison exercises sole voting and dispositive power.
The group states it holds the shares primarily for investment and compensation purposes and does not currently plan major changes to Coca-Cola Consolidated’s capital structure, governance, or strategic direction, while leaving open the possibility of future purchases or sales based on conditions and personal objectives.
Coca-Cola Consolidated, Inc. describes its business as the largest Coca-Cola bottler in the U.S., serving about 60 million consumers across 14 states and the District of Columbia through 10 manufacturing plants and 60 distribution centers. Around 85% of bottle and can volume comes from The Coca-Cola Company brands, with Monster and Dr Pepper products making up most of the rest.
The filing highlights heavy dependence on a few counterparties: Walmart and Kroger together account for 36% of 2025 bottle/can volume and 29% of net sales, while The Coca-Cola Company controls concentrate pricing, key manufacturing and distribution rights, and major system governance. Chairman and CEO J. Frank Harrison III controls about 78% of total voting power as of December 31, 2025, giving the Harrison family effective control.
Key risks include volatility in raw materials and fuel, concentrated packaging suppliers, extensive regulatory exposure on sugar, plastics and SNAP eligibility, substantial debt of about $2.79 billion, acquisition-related contingent consideration of $717.9 million, labor availability and cost pressures, climate and weather impacts, and cybersecurity threats, though no material cyber incidents were identified in 2025.