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Almanack Investment Partners’s Coca-Cola Consolidated COKE Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-3,952
Closed -$463K – 180
2025
Q3 		$463K Buy
3,952
+9
+0.2% +$1.04K 0.07% 116
2025
Q2 		$440K Buy
3,943
+3
+0.1% +$362 0.07% 130
2025
Q1 		$531K Buy
3,940
+10
+0.3% +$1.34K 0.11% 87
2024
Q4 		$495K Buy
+3,930
New +$492K 0.08% 112

Other funds holding COKE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Almanack Investment Partners's COKE Position: Q4 2025 in Review

Almanack Investment Partners sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 3,952 shares — an estimated $463K sold.

Almanack Investment Partners first reported a position in COKE in Q4 2024 and held it in 4 quarters. The position peaked at $531K in Q1 2025. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

  • Almanack Investment Partners reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 3,952 Coca-Cola Consolidated shares in Q4 2025, an estimated $463K.
  • Almanack Investment Partners first reported a position in Coca-Cola Consolidated in Q4 2024 and held it in 4 quarters.
  • Almanack Investment Partners's Coca-Cola Consolidated position peaked at $531K in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.