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Coca-Cola Consolidated (COKE) officer reports indirect family share stakes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

Positive

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Insider Glenn Ellison Capers
Role Chief Sales & Service Officer
Type Security Shares Price Value
holding Class B Common Stock -- -- --
holding Class B Common Stock -- -- --
Holdings After Transaction: Class B Common Stock — 6,137,740 shares (Indirect, See footnote)
Footnotes (5)
  1. F1. Immediately.
  2. F2. None.
  3. F3. Class B Common Stock is convertible into Common Stock, on a share-for-share basis, at any time at the option of the holder.
  4. F4. Such shares are held directly by the JFH Family Limited Partnership-FH1 (the "Family LP"). The JFH III Harrison Family LLC (the "Family LLC") holds the general partnership interest in the Family LP. Trusts, of which the reporting person's spouse is a beneficiary, hold limited partnership interests in the Family LP and membership interests in the Family LLC. The reporting person disclaims beneficial ownership in all of these securities except to the extent of his pecuniary interest therein.
  5. F5. Such shares are held directly by a trust of which the reporting person's spouse is a beneficiary. The reporting person disclaims beneficial ownership in all of these securities except to the extent of his pecuniary interest therein.

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FAQ

What does the Form 3 filing for Coca-Cola Consolidated (COKE) report?
The Form 3 reports that entities associated with Glenn Ellison Capers, Chief Sales & Service Officer of Coca-Cola Consolidated, Inc., indirectly hold Class B Common Stock of the company.

How many shares of Class B Common Stock are reported in the COKE Form 3?
The filing lists 5,351,780 shares of Class B Common Stock held indirectly through the JFH Family Limited Partnership-FH1 and 785,960 shares held indirectly through a trust.

How are the Coca-Cola Consolidated (COKE) shares held according to the Form 3?
The Form 3 states that shares are held by the JFH Family Limited Partnership-FH1, whose general partner is JFH III Harrison Family LLC, and by a separate trust in which the reporting person’s spouse is a beneficiary.

Are the COKE Class B shares convertible into Common Stock?
Yes. The filing explains that Class B Common Stock is convertible into Common Stock on a share-for-share basis at any time at the option of the holder.

Does Glenn Ellison Capers claim full beneficial ownership of these COKE shares?
No. The disclosure states that he disclaims beneficial ownership of the securities held by the family partnership and trust, except to the extent of his pecuniary interest in them.

Is this Form 3 for Coca-Cola Consolidated (COKE) reporting a new transaction?
No. The Form 3 is an initial statement of beneficial ownership and describes existing indirect holdings rather than reporting a new purchase or sale.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Glenn Ellison Capers
(Last) (First) (Middle)
4100 COCA-COLA PLAZA
(Street)
CHARLOTTE NC 28211
(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026 		3. Issuer Name and Ticker or Trading Symbol
Coca-Cola Consolidated, Inc. [ COKE ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Sales & Service Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Class B Common Stock (1) (2) Common Stock 5,351,780 (3) I See footnote(4)
Class B Common Stock (1) (2) Common Stock 785,960 (3) I See footnote(5)
Explanation of Responses:
1. Immediately.
2. None.
3. Class B Common Stock is convertible into Common Stock, on a share-for-share basis, at any time at the option of the holder.
4. Such shares are held directly by the JFH Family Limited Partnership-FH1 (the "Family LP"). The JFH III Harrison Family LLC (the "Family LLC") holds the general partnership interest in the Family LP. Trusts, of which the reporting person's spouse is a beneficiary, hold limited partnership interests in the Family LP and membership interests in the Family LLC. The reporting person disclaims beneficial ownership in all of these securities except to the extent of his pecuniary interest therein.
5. Such shares are held directly by a trust of which the reporting person's spouse is a beneficiary. The reporting person disclaims beneficial ownership in all of these securities except to the extent of his pecuniary interest therein.
Remarks:
Exhibit List: Exhibit 24 - Power of Attorney
/s/ Gregory K. Sigmon, attorney-in-fact 01/08/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR