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Atria Wealth Solutions’s Coca-Cola Consolidated COKE Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-10,650
Closed -$1.44M – 1530
2025
Q1 		$1.44M Sell
10,650
-40
-0.4% -$5.38K 0.02% 745
2024
Q4 		$1.35M Sell
10,690
-6,490
-38% -$813K 0.01% 806
2024
Q3 		$2.26M Buy
17,180
+2,290
+15% +$281K 0.02% 589
2024
Q2 		$1.62M Buy
14,890
+260
+2% +$24.1K 0.02% 705
2024
Q1 		$1.24M Sell
14,630
-490
-3% -$42.2K 0.01% 818
2023
Q4 		$1.4M Buy
15,120
+310
+2% +$22.4K 0.02% 737
2023
Q3 		$943K Buy
14,810
+1,110
+8% +$73.8K 0.01% 840
2023
Q2 		$871K Buy
13,700
+700
+5% +$43.3K 0.01% 899
2023
Q1 		$695K Buy
13,000
+1,130
+10% +$58.4K 0.01% 968
2022
Q4 		$608K Buy
11,870
+5,600
+89% +$268K 0.01% 986
2022
Q3 		$258K Hold
6,270
– – ﹤0.01% 1394
2022
Q2 		$354K Sell
6,270
-300
-5% -$15.7K 0.01% 1133
2022
Q1 		$326K Buy
+6,570
New +$354K 0.01% 1275

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Wealth Solutions's COKE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 10,650 shares — an estimated $1.44M sold.

Atria Wealth Solutions first reported a position in COKE in Q1 2022 and held it in 13 quarters. The position peaked at $2.26M in Q3 2024. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,650 Coca-Cola Consolidated shares in Q2 2025, an estimated $1.44M.
  • Atria Wealth Solutions first reported a position in Coca-Cola Consolidated in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Coca-Cola Consolidated position peaked at $2.26M in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.