AAM
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Advisors Asset Management’s Coca-Cola Consolidated COKE Stock Holding History

Advisors Asset Management’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
Q1 		$5.37K Hold
28
– – ﹤0.01% 1411
2025
Q4 		$4.29K Hold
28
– – ﹤0.01% 1393
2025
Q3 		$999 Sell
28
-2
-7% -$232 ﹤0.01% 1434
2025
Q2 		$3.35K Hold
30
– – ﹤0.01% 1414
2025
Q1 		$4.05K Buy
+30
New +$4.03K ﹤0.01% 1437
2024
Q3 		– Sell
-360
Closed -$39.1K – 1472
2024
Q2 		$39.1K Sell
360
-30
-8% -$2.78K ﹤0.01% 1318
2024
Q1 		$33K Sell
390
-10
-3% -$862 ﹤0.01% 1322
2023
Q4 		$37.1K Hold
400
– – ﹤0.01% 1313
2023
Q3 		$25.5K Buy
400
+80
+25% +$5.32K ﹤0.01% 1344
2023
Q2 		$20.4K Buy
+320
New +$19.8K ﹤0.01% 1370

Other funds holding COKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return