Atticus Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Atticus Wealth 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
2026 Q1	–	Sell	-3,000	Closed	-$460K	–	185
2025 Q4	$460K	Hold	3,000	–	–	0.11%	110
2025 Q3	$351K	Hold	3,000	–	–	0.09%	145
2025 Q2	$335K	Hold	3,000	–	–	0.09%	119
2025 Q1	$405K	Hold	3,000	–	–	0.13%	82
2024 Q4	$378K	Hold	3,000	–	–	0.12%	81
2024 Q3	$395K	Hold	3,000	–	–	0.13%	80
2024 Q2	$326K	Hold	3,000	–	–	0.11%	85
2024 Q1	$254K	Hold	3,000	–	–	0.08%	108
2023 Q4	$279K	Hold	3,000	–	–	0.1%	101
2023 Q3	$191K	Hold	3,000	–	–	0.07%	130
2023 Q2	$191K	Hold	3,000	–	–	0.07%	136
2023 Q1	$161K	Hold	3,000	–	–	0.06%	145
2022 Q4	$154K	Hold	3,000	–	–	0.06%	140
2022 Q3	$169K	Hold	3,000	–	–	0.08%	123
2022 Q2	$169K	Buy	+3,000	New	+$157K	0.07%	139
2022 Q1	–	Sell	-3,000	Closed	-$186K	–	593
2021 Q4	$186K	Buy	+3,000	New	+$148K	0.07%	127

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atticus Wealth Management's COKE Position: Q1 2026 in Review

Atticus Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3,000 shares — an estimated $460K sold.

Atticus Wealth Management first reported a position in COKE in Q4 2021 and held it in 16 quarters. The position peaked at $460K in Q4 2025. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Atticus Wealth Management reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
Atticus Wealth Management sold 3,000 Coca-Cola Consolidated shares in Q1 2026, an estimated $460K.
Atticus Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2021 and held it in 16 quarters.
Atticus Wealth Management's Coca-Cola Consolidated position peaked at $460K in Q4 2025.
587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.