Vanguard reports 2.97M Coca‑Cola Consolidated (NYSE: COKE) holdings
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned: 2,969,318 shares
Percent of class: 5.25%
Sole voting power: 10,234 shares
+2 more
5 metrics
Beneficially owned
2,969,318 shares
reported beneficial ownership
Percent of class
5.25%
percent of outstanding class reported
Sole voting power
10,234 shares
shares with sole power to vote
Sole dispositive power
2,969,318 shares
shares with sole power to dispose
Filing signature date
04/29/2026
signature certifying the Schedule 13G
Key Terms
Schedule 13G, beneficially owned, sole dispositive power, Investment Company Act of 1940, +1 more
5 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Coca-Cola Consolidated Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 2969318"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2969318"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
dispositive power regulatory
"power to direct the disposition of, such securities"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Who signed the Schedule 13G for Vanguard and when was it signed?
Ashley Grim, Head of Global Fund Administration, signed the filing on 04/29/2026, certifying the reported beneficial ownership and related disclosure.