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Applied Finance Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

Applied Finance Capital 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
2025
Q4 		– Sell
-1,755
Closed -$206K – 244
2025
Q3 		$206K Sell
1,755
-315
-15% -$36.5K 0.01% 278
2025
Q2 		$231K Buy
+2,070
New +$250K 0.02% 290
2025
Q1 		– Sell
-2,230
Closed -$281K – 305
2024
Q4 		$281K Hold
2,230
– – 0.01% 253
2024
Q3 		$294K Buy
+2,230
New +$273K 0.01% 256

Other funds holding COKE

Vanguard Group
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

Applied Finance Capital Management's COKE Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 1,755 shares — an estimated $206K sold.

Applied Finance Capital Management first reported a position in COKE in Q3 2024 and held it in 4 quarters. The position peaked at $294K in Q3 2024. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,755 Coca-Cola Consolidated shares in Q4 2025, an estimated $206K.
  • Applied Finance Capital Management first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Coca-Cola Consolidated position peaked at $294K in Q3 2024.
  • 531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.