AWM
COKE icon

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

Axxcess 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
-2,726
Closed -$418K – 500
2025
Q4 		$418K Sell
2,726
-95
-3% -$13.9K 0.01% 748
2025
Q3 		$331K Buy
2,821
+632
+29% +$73.2K 0.01% 729
2025
Q2 		$244K Sell
2,189
-161
-7% -$19.4K 0.01% 781
2025
Q1 		$317K Buy
2,350
+470
+25% +$63.2K 0.01% 667
2024
Q4 		$237K Buy
1,880
+10
+0.5% +$1.25K 0.01% 751
2024
Q3 		$246K Buy
+1,870
New +$229K 0.01% 761
2022
Q3 		– Sell
-12,640
Closed -$713K – 558
2022
Q2 		$713K Sell
12,640
-840
-6% -$43.9K 0.07% 238
2022
Q1 		$670K Buy
+13,480
New +$726K 0.05% 297

Other funds holding COKE

BlackRock
BlackRock New York $5.7T 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 $5.39B AUM 21.2% 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