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Arete Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Arete Wealth Advisors’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 		– Sell
-3,095
Closed -$474K – 394
2025
Q4 		$474K Buy
3,095
+289
+10% +$42.4K 0.03% 459
2025
Q3 		$329K Buy
2,806
+37
+1% +$4.29K 0.02% 560
2025
Q2 		$309K Buy
2,769
+109
+4% +$13.2K 0.02% 548
2025
Q1 		$359K Sell
2,660
-80
-3% -$10.8K 0.03% 480
2024
Q4 		$345K Buy
2,740
+290
+12% +$36.3K 0.02% 514
2024
Q3 		$321K Buy
+2,450
New +$300K 0.03% 496

Other funds holding COKE

BlackRock
BlackRock New York $5.72T 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 $6.24B AUM 28.78% 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

Arete Wealth Advisors's COKE Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3,095 shares — an estimated $474K sold.

Arete Wealth Advisors first reported a position in COKE in Q3 2024 and held it in 6 quarters. The position peaked at $474K in Q4 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,095 Coca-Cola Consolidated shares in Q1 2026, an estimated $474K.
  • Arete Wealth Advisors first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 6 quarters.
  • Arete Wealth Advisors's Coca-Cola Consolidated position peaked at $474K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.