Vanguard reports 10.28% stake in Coca‑Cola Consolidated
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.
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Rhea-AI Filing Summary
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.
Insights
Vanguard reports a 10.28% stake and notes structural reporting changes.
The amendment records beneficial ownership of 5,811,984 shares representing 10.28%. The filing also discloses shared voting power of 432,126 and shared dispositive power of 5,811,984, reflecting passive institutional holdings.
Timing and reporting changes stem from an internal realignment effective January 12, 2026; subsequent filings by Vanguard subsidiaries may show disaggregated positions.
Disclosure clarifies who holds voting and dispositive authority post‑realignment.
The statement explains that after the January 12, 2026 realignment, The Vanguard Group, Inc. no longer performs portfolio management or proxy voting and expects subsidiaries to report separately in reliance on SEC Release No. 34‑39538.
Holder-level reporting changes could alter listed beneficial owners in future Section 13 filings; monitor follow-up amendments for disaggregated ownership data.
FAQ
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What stake does The Vanguard Group report in COKE?
What voting and dispositive powers does Vanguard hold in Coca‑Cola Consolidated?
Why does the filing mention an internal realignment at Vanguard?
Who signed the Schedule 13G/A for Vanguard?
AI-generated analysis. How Rhea-AI works. Not financial advice.