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Joel Greenblatt’s COKE Holdings & Trades

First Buy
Q2 2013
Duration Held
36 Quarters
Largest Add
Q2 2013
+204,540 Shares
Current Position
114,008 Shares
$21.77 M Value

Joel Greenblatt's COKE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 114,008 shares of Coca-Cola Consolidated, Inc. (COKE) worth $21.77 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 36 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in COKE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2013, adding 127,510 shares. Largest reduction occurred in Q1 2014, reducing 175,810 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Coca-Cola Consolidated (COKE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Coca-Cola Consolidated (COKE) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +13,281 Add 13.19% 114,008 $190.92
Q1 2026 +22,704 Add 29.10% 100,727 $191.74
Q4 2025 +18,391 Add 30.84% 78,023 $153.30
Q3 2025 +47,193 Add 379.40% 59,632 $117.16
Q2 2025 +919 Add 7.98% 12,439 $111.65
Q1 2025 +1,490 Add 14.86% 11,520 $135.00
Q4 2024 -1,920 Reduce 16.07% 10,030 $126.00
Q3 2024 +1,330 Add 12.52% 11,950 $131.64
Q2 2024 -11,510 Reduce 52.01% 10,620 $108.50
Q1 2024 -1,860 Reduce 7.75% 22,130 $84.64
Q4 2023 -15,000 Reduce 38.47% 23,990 $92.84
Q3 2023 +23,970 Add 159.59% 38,990 $63.63
Q2 2023 -2,800 Reduce 15.71% 15,020 $63.60
Q1 2023 +7,350 Add 70.20% 17,820 $53.51
Q4 2022 -11,500 Reduce 52.34% 10,470 $51.24
Q3 2022 -5,790 Reduce 20.86% 21,970 $41.19
Q2 2022 +8,010 Add 40.56% 27,760 $56.38
Q1 2022 +6,640 Add 50.65% 19,750 $49.67
Q4 2021 -910 Reduce 6.49% 13,110 $61.94
Q3 2021 +7,830 Add 126.49% 14,020 $39.44
Q2 2021 -5,340 Reduce 46.31% 6,190 $40.23
Q1 2021 -14,270 Reduce 55.31% 11,530 $28.88
Q4 2020 +300 Add 1.18% 25,800 $26.63
Q3 2020 +16,580 Add 185.87% 25,500 $24.08
Q2 2020 -20,970 Reduce 70.16% 8,920 $22.87
Q1 2020 -28,460 Reduce 48.77% 29,890 $20.84
Q4 2019 +38,970 Add 201.08% 58,350 $28.40
Q3 2019 -14,390 Reduce 42.61% 19,380 $30.39
Q2 2019 +33,770 New Buy 33,770 $29.94
Q4 2014 -70,310 Sold Out 0 $0.00
Q3 2014 -39,680 Reduce 36.08% 70,310 $7.47
Q2 2014 +930 Add 0.85% 109,990 $7.36
Q1 2014 -175,810 Reduce 61.72% 109,060 $8.50
Q4 2013 -47,180 Reduce 14.21% 284,870 $7.32
Q3 2013 +127,510 Add 62.34% 332,050 $6.26
Q2 2013 +204,540 Add 0.00% 204,540 $6.12

Joel Greenblatt's Coca-Cola Consolidated Investment FAQs

Joel Greenblatt first purchased Coca-Cola Consolidated, Inc. (COKE) in Q2 2013, acquiring 204,540 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Coca-Cola Consolidated, Inc. (COKE) for 36 quarters since Q2 2013.

Joel Greenblatt's largest addition to Coca-Cola Consolidated, Inc. (COKE) was in Q2 2013, adding 204,540 shares worth $1.25 M.

According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 114,008 shares of Coca-Cola Consolidated, Inc. (COKE), valued at approximately $21.77 M.

As of the Q2 2026 filing, Coca-Cola Consolidated, Inc. (COKE) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Coca-Cola Consolidated, Inc. (COKE) was 332,050 shares, as reported at the end of Q3 2013.