AF
COKE icon

Allworth Financial’s Coca-Cola Consolidated COKE Stock Holding History

Allworth Financial’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 		$804K Sell
4,193
-10
-0.2% -$1.75K ﹤0.01% 777
2025
Q4 		$644K Buy
4,203
+180
+4% +$26.4K ﹤0.01% 831
2025
Q3 		$471K Buy
4,023
+1,307
+48% +$151K ﹤0.01% 913
2025
Q2 		$303K Buy
2,716
+2,146
+376% +$259K ﹤0.01% 1013
2025
Q1 		$79.2K Buy
570
+210
+58% +$28.2K ﹤0.01% 1347
2024
Q4 		$48K Buy
360
+260
+260% +$32.6K ﹤0.01% 1593
2024
Q3 		$13.2K Sell
100
-10
-9% -$1.23K ﹤0.01% 2140
2024
Q2 		$12.2K Buy
110
+90
+450% +$8.33K ﹤0.01% 2142
2024
Q1 		$1.69K Hold
20
– – ﹤0.01% 2871
2023
Q4 		$1.86K Buy
+20
New +$1.45K ﹤0.01% 2706

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