Baird Financial Group
COKE icon

Baird Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Baird Financial Group’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 		$16.2M Buy
84,375
+3,885
+5% +$680K 0.03% 426
2025
Q4 		$12.3M Buy
80,490
+5,216
+7% +$765K 0.02% 484
2025
Q3 		$8.82M Buy
75,274
+65,308
+655% +$7.57M 0.01% 577
2025
Q2 		$1.11M Sell
9,966
-1,164
-10% -$141K ﹤0.01% 1185
2025
Q1 		$1.5M Buy
11,130
+50
+0.5% +$6.72K ﹤0.01% 1053
2024
Q4 		$1.4M Buy
11,080
+1,040
+10% +$130K ﹤0.01% 1078
2024
Q3 		$1.32M Sell
10,040
-1,330
-12% -$163K ﹤0.01% 1087
2024
Q2 		$1.23M Buy
11,370
+1,980
+21% +$183K ﹤0.01% 1102
2024
Q1 		$795K Buy
9,390
+370
+4% +$31.9K ﹤0.01% 1228
2023
Q4 		$837K Buy
9,020
+4,570
+103% +$331K ﹤0.01% 1189
2023
Q3 		$283K Buy
+4,450
New +$296K ﹤0.01% 1522

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

Baird Financial Group's COKE Position: Q1 2026 in Review

Baird Financial Group increased its Coca-Cola Consolidated (COKE) stake by 4.8% in Q1 2026, buying an estimated $680K and bringing the position to 84,375 shares worth $16.2M. The position accounts for 0.03% of the portfolio, ranked #426.

Baird Financial Group first reported a position in COKE in Q3 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Baird Financial Group held 84,375 shares of Coca-Cola Consolidated worth $16.2M as of Q1 2026.
  • Baird Financial Group bought 3,885 Coca-Cola Consolidated shares in Q1 2026, an estimated $680K.
  • Coca-Cola Consolidated made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #426 holding.
  • Baird Financial Group first reported a position in Coca-Cola Consolidated in Q3 2023 and has held it in 11 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.