Action Point Financial Planning’s Coca-Cola Consolidated COKE Stock Holding History

Action Point Financial Planning’s Portfolio COKE Stock Details COKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4K	Buy	+113	New	+$21K	﹤0.01%	1098

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's COKE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 113 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

607 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Action Point Financial Planning held 113 shares of Coca-Cola Consolidated worth $21.4K as of Q2 2026.
Coca-Cola Consolidated was a new Action Point Financial Planning position in Q2 2026.
Coca-Cola Consolidated made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1098 holding.
607 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.