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

Alliance Wealth Management Group’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 		$690K Sell
8,489
-100
-1% -$18.6K 0.13% 58
2026
Q1 		$653K Hold
8,589
– – 0.14% 60
2025
Q4 		$600K Buy
8,589
+100
+1% +$14.7K 0.13% 61
2025
Q3 		$563K Buy
8,489
+606
+8% +$70.2K 0.13% 64
2025
Q2 		$558K Sell
7,883
-70,947
-90% -$8.57M 0.14% 58
2025
Q1 		$565K Hold
78,830
– – 0.15% 56
2024
Q4 		$491K Hold
78,830
– – 0.13% 58
2024
Q3 		$566K Hold
78,830
– – 0.15% 55
2024
Q2 		$502K Sell
78,830
-350
-0.4% -$32.4K 0.14% 56
2024
Q1 		$484K Hold
79,180
– – 0.14% 55
2023
Q4 		$467K Buy
+79,180
New +$5.73M 0.15% 53
2023
Q2 		$477K Buy
79,180
+350
+0.4% +$21.6K 0.15% 50
2023
Q1 		$489K Sell
78,830
-3,100
-4% -$160K 0.17% 51
2022
Q4 		$521K Hold
81,930
– – 0.19% 49
2022
Q3 		$459K Hold
81,930
– – 0.18% 51
2022
Q2 		$515K Hold
81,930
– – 0.19% 48
2022
Q1 		$508K Buy
81,930
+3,100
+4% +$167K 0.17% 49
2021
Q4 		$467K Sell
78,830
-650
-0.8% -$32.1K 0.14% 50
2021
Q3 		$417K Buy
79,480
+650
+0.8% +$25.9K 0.14% 52
2021
Q2 		$427K Hold
78,830
– – 0.14% 51
2021
Q1 		$416K Hold
78,830
– – 0.16% 44
2020
Q4 		$432K Hold
78,830
– – 0.17% 45
2020
Q3 		$389K Hold
78,830
– – 0.17% 46
2020
Q2 		$352K Buy
+78,830
New +$1.85M 0.16% 47
2020
Q1 		– Sell
-78,830
Closed -$436K – 54
2019
Q4 		$436K Hold
78,830
– – 0.19% 43
2019
Q3 		$429K Sell
78,830
-4,800
-6% -$150K 0.21% 43
2019
Q2 		$426K Buy
+83,630
New +$2.62M 0.21% 43

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alliance Wealth Management Group's COKE Position: Q2 2026 in Review

Alliance Wealth Management Group reduced its Coca-Cola Consolidated (COKE) stake by 1.2% in Q2 2026, selling an estimated $18.6K and leaving 8,489 shares worth $690K. The position accounts for 0.13% of the portfolio, ranked #58.

Alliance Wealth Management Group first reported a position in COKE in Q2 2019 and has held it in 27 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Alliance Wealth Management Group held 8,489 shares of Coca-Cola Consolidated worth $690K as of Q2 2026.
  • Alliance Wealth Management Group sold 100 Coca-Cola Consolidated shares in Q2 2026, an estimated $18.6K.
  • Coca-Cola Consolidated made up 0.13% of Alliance Wealth Management Group's portfolio in Q2 2026, its #58 holding.
  • Alliance Wealth Management Group first reported a position in Coca-Cola Consolidated in Q2 2019 and has held it in 27 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.