Avion Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Avion Wealth’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	Closed	–	–	1299
2025 Q4	$0	Buy	+3	New	+$440	﹤0.01%	1291
2023 Q4	–	Sell	-10	Closed	–	–	1113
2023 Q3	$0	Buy	+10	New	+$665	﹤0.01%	854

Other funds holding COKE

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Avion Wealth's COKE Position: Q1 2026 in Review

Avion Wealth sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3 shares.

Avion Wealth first reported a position in COKE in Q3 2023 and held it in 2 quarters. The position peaked at $0 in Q4 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Avion Wealth reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 3 Coca-Cola Consolidated shares in Q1 2026.
Avion Wealth first reported a position in Coca-Cola Consolidated in Q3 2023 and held it in 2 quarters.
Avion Wealth's Coca-Cola Consolidated position peaked at $0 in Q4 2025.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.