AdvisorShares Investments’s Coca-Cola Consolidated COKE Stock Holding History

AdvisorShares Investments’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
2025 Q2	–	Sell	-3,530	Closed	-$490K	–	300
2025 Q1	$490K	Hold	3,530	–	–	0.1%	109
2024 Q4	$445K	Hold	3,530	–	–	0.09%	157
2024 Q3	$465K	Buy	+3,530	New	+$433K	0.09%	156

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AdvisorShares Investments's COKE Position: Q2 2025 in Review

AdvisorShares Investments sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 3,530 shares — an estimated $490K sold.

AdvisorShares Investments first reported a position in COKE in Q3 2024 and held it in 3 quarters. The position peaked at $490K in Q1 2025. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

AdvisorShares Investments reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
AdvisorShares Investments sold 3,530 Coca-Cola Consolidated shares in Q2 2025, an estimated $490K.
AdvisorShares Investments first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 3 quarters.
AdvisorShares Investments's Coca-Cola Consolidated position peaked at $490K in Q1 2025.
470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on AdvisorShares Investments's 13F filing for Q2 2025, filed 4 Aug 2025.