AE Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

AE Wealth 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 Q2	$226K	Sell	1,184 -35	-3%	-$6.52K	﹤0.01%	1647
2026 Q1	$234K	Buy	+1,219	New	+$213K	﹤0.01%	1523
2024 Q1	–	Sell	-3,430	Closed	-$289K	–	1307
2023 Q4	$289K	Sell	3,430 -1,590	-32%	-$115K	﹤0.01%	1722
2023 Q3	$320K	Sell	5,020 -170	-3%	-$11.3K	﹤0.01%	1587
2023 Q2	$330K	Sell	5,190 -60	-1%	-$3.71K	﹤0.01%	1572
2023 Q1	$281K	Buy	5,250 +310	+6%	+$16K	﹤0.01%	1586
2022 Q4	$253K	Buy	+4,940	New	+$236K	﹤0.01%	1573
2022 Q3	–	Sell	-3,710	Closed	-$209K	–	1768
2022 Q2	$209K	Buy	+3,710	New	+$194K	﹤0.01%	1579

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

AE Wealth Management's COKE Position: Q2 2026 in Review

AE Wealth Management reduced its Coca-Cola Consolidated (COKE) stake by 2.9% in Q2 2026, selling an estimated $6.52K and leaving 1,184 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

AE Wealth Management first reported a position in COKE in Q2 2022 and has held it in 8 quarters since. The position peaked at $330K in Q2 2023. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

AE Wealth Management held 1,184 shares of Coca-Cola Consolidated worth $226K as of Q2 2026.
AE Wealth Management sold 35 Coca-Cola Consolidated shares in Q2 2026, an estimated $6.52K.
Coca-Cola Consolidated made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1647 holding.
AE Wealth Management first reported a position in Coca-Cola Consolidated in Q2 2022 and has held it in 8 quarters since.
AE Wealth Management's Coca-Cola Consolidated position peaked at $330K in Q2 2023.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.