Ameritas Advisory Services’s Coca-Cola Consolidated COKE Stock Holding History

Ameritas Advisory Services’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	-1,376	Closed	-$161K	–	1152
2025 Q3	$161K	Buy	1,376 +10	+0.7%	+$1.16K	0.01%	678
2025 Q2	$153K	Sell	1,366 -1,034	-43%	-$125K	0.01%	823
2025 Q1	$311K	Sell	2,400 -10	-0.4%	-$1.34K	0.01%	692
2024 Q4	$303K	Buy	+2,410	New	+$302K	0.01%	721
2024 Q3	–	Sell	-2,140	Closed	-$233K	–	863
2024 Q2	$233K	Buy	+2,140	New	+$198K	0.01%	812
2023 Q2	–	Sell	-1,870	Closed	-$102K	–	921
2023 Q1	$102K	Buy	+1,870	New	+$96.6K	0.01%	998

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Ameritas Advisory Services's COKE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 1,376 shares — an estimated $161K sold.

Ameritas Advisory Services first reported a position in COKE in Q1 2023 and held it in 6 quarters. The position peaked at $311K in Q1 2025. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

Ameritas Advisory Services reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,376 Coca-Cola Consolidated shares in Q4 2025, an estimated $161K.
Ameritas Advisory Services first reported a position in Coca-Cola Consolidated in Q1 2023 and held it in 6 quarters.
Ameritas Advisory Services's Coca-Cola Consolidated position peaked at $311K in Q1 2025.
531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.