Joel Greenblatt's COKE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 59,632 shares of Coca-Cola Consolidated, Inc. (COKE) worth $6.99 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 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 2013 | +204,550 | Add 0.00% | 204,540 | $6.12 |
| Q3 2013 | +127,510 | Add 62.34% | 332,050 | $6.26 |
| Q4 2013 | -47,180 | Reduce 14.21% | 284,870 | $7.32 |
| Q1 2014 | -175,810 | Reduce 61.72% | 109,060 | $8.50 |
| Q2 2014 | +930 | Add 0.85% | 109,990 | $7.36 |
| Q3 2014 | -39,680 | Reduce 36.08% | 70,310 | $7.47 |
| Q4 2014 | -70,310 | Sold Out | 0 | $0.00 |
| Q2 2019 | +33,770 | New Buy | 33,770 | $29.94 |
| Q3 2019 | -14,390 | Reduce 42.61% | 19,380 | $30.39 |
| Q4 2019 | +38,970 | Add 201.08% | 58,350 | $28.40 |
| Q1 2020 | -28,460 | Reduce 48.77% | 29,890 | $20.84 |
| Q2 2020 | -20,970 | Reduce 70.16% | 8,920 | $22.87 |
| Q3 2020 | +16,580 | Add 185.87% | 25,500 | $24.08 |
| Q4 2020 | +300 | Add 1.18% | 25,800 | $26.63 |
| Q1 2021 | -14,270 | Reduce 55.31% | 11,530 | $28.88 |
| Q2 2021 | -5,340 | Reduce 46.31% | 6,190 | $40.23 |
| Q3 2021 | +7,830 | Add 126.49% | 14,020 | $39.44 |
| Q4 2021 | -910 | Reduce 6.49% | 13,110 | $61.94 |
| Q1 2022 | +6,640 | Add 50.65% | 19,750 | $49.67 |
| Q2 2022 | +8,010 | Add 40.56% | 27,760 | $56.38 |
| Q3 2022 | -5,790 | Reduce 20.86% | 21,970 | $41.19 |
| Q4 2022 | -11,500 | Reduce 52.34% | 10,470 | $51.24 |
| Q1 2023 | +7,350 | Add 70.20% | 17,820 | $53.51 |
| Q2 2023 | -2,800 | Reduce 15.71% | 15,020 | $63.60 |
| Q3 2023 | +23,970 | Add 159.59% | 38,990 | $63.63 |
| Q4 2023 | -15,000 | Reduce 38.47% | 23,990 | $92.84 |
| Q1 2024 | -1,860 | Reduce 7.75% | 22,130 | $84.64 |
| Q2 2024 | -11,510 | Reduce 52.01% | 10,620 | $108.50 |
| Q3 2024 | +1,330 | Add 12.52% | 11,950 | $131.64 |
| Q4 2024 | -1,920 | Reduce 16.07% | 10,030 | $126.00 |
| Q1 2025 | +1,490 | Add 14.86% | 11,520 | $135.00 |
| Q2 2025 | +919 | Add 7.98% | 12,439 | $111.65 |
| Q3 2025 | +47,193 | Add 379.40% | 59,632 | $117.16 |
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 33 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 Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 59,632 shares of Coca-Cola Consolidated, Inc. (COKE), valued at approximately $6.99 M.
As of the Q3 2025 filing, Coca-Cola Consolidated, Inc. (COKE) represents approximately 0.03% 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.