Welcome to our dedicated page for Coca-Cola Consolidated SEC filings (Ticker: COKE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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.
Coca-Cola Consolidated reported higher sales and operating profit for the fourth quarter and full year 2025, while GAAP net income declined due mainly to non-cash fair value adjustments and higher interest expense.
Fourth quarter net sales rose to $1.9 billion, up 9.0%, with volume up 4.6% and income from operations increasing 10.7% to $242.1 million. For 2025, net sales reached $7.23 billion, up 4.8%, and income from operations grew 3.3% to $950.7 million.
GAAP net income was $137.3 million in the quarter, down from $178.9 million, while adjusted net income edged up to $157.8 million. For 2025, GAAP net income was $570.6 million versus $633.1 million in 2024; adjusted net income was $668.5 million versus $678.6 million.
Operating cash flow improved to $931.9 million in 2025, and the company invested about $312 million in capital expenditures. It repurchased all remaining shares held by The Coca‑Cola Company for approximately $2.4 billion and returned roughly $2.7 billion to stockholders through repurchases and dividends, funded in part by higher long‑term debt.
BlackRock, Inc. reports beneficial ownership of 4,922,187 shares of Coca-Cola Consolidated, Inc. common stock, representing 8.7% of the class as of the event date 12/31/2025. BlackRock has sole power to vote 4,762,600 of these shares and sole power to dispose of all 4,922,187 shares, with no shared voting or dispositive power.
The filing explains that these holdings are aggregated across certain BlackRock business units and are held in the ordinary course of business, not for the purpose of changing or influencing control of the company. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Coca-Cola Consolidated’s outstanding common shares.
Coca-Cola Consolidated, Inc. filed a Form 3 for Chief Commercial Officer Walker Clark Alan, indicating his initial insider status with the company. The filing states that no securities are beneficially owned and includes an Exhibit 24 power of attorney authorizing an attorney-in-fact to sign on his behalf.
Coca-Cola Consolidated, Inc. executive Glenn Ellison Capers, Chief Sales & Service Officer, filed an initial ownership report showing indirect interests in the company’s Class B Common Stock. Entities associated with him hold 5,351,780 shares of Class B Common Stock through the JFH Family Limited Partnership-FH1 and 785,960 shares through a separate trust. The filing notes that Class B Common Stock is convertible into Common Stock on a one-for-one basis at any time at the option of the holder. The disclosure explains that the shares are held by family partnership and trust structures and that Capers disclaims beneficial ownership of these securities except to the extent of his pecuniary interest.