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Beacon Pointe Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Beacon Pointe Advisors’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 		$1.86M Buy
9,699
+6,857
+241% +$1.2M 0.01% 756
2025
Q4 		$436K Buy
2,842
+72
+3% +$10.6K ﹤0.01% 1117
2025
Q3 		$325K Sell
2,770
-1,360
-33% -$158K ﹤0.01% 1154
2025
Q2 		$461K Sell
4,130
-1,990
-33% -$240K ﹤0.01% 905
2025
Q1 		$827K Buy
6,120
+1,850
+43% +$249K 0.01% 687
2024
Q4 		$538K Buy
4,270
+10
+0.2% +$1.25K 0.01% 808
2024
Q3 		$561K Hold
4,260
– – 0.01% 811
2024
Q2 		$463K Hold
4,260
– – 0.01% 893
2024
Q1 		$361K Hold
4,260
– – ﹤0.01% 1037
2023
Q4 		$396K Sell
4,260
-2,000
-32% -$145K ﹤0.01% 979
2023
Q3 		$398K Buy
6,260
+2,000
+47% +$133K 0.01% 957
2023
Q2 		$271K Buy
4,260
+10
+0.2% +$619 ﹤0.01% 908
2023
Q1 		$228K Sell
4,250
-2,000
-32% -$103K ﹤0.01% 1025
2022
Q4 		$320K Buy
+6,250
New +$299K 0.01% 845

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

Beacon Pointe Advisors's COKE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Coca-Cola Consolidated (COKE) stake by 241% in Q1 2026, buying an estimated $1.2M and bringing the position to 9,699 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #756.

Beacon Pointe Advisors first reported a position in COKE in Q4 2022 and has held it in 14 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Beacon Pointe Advisors held 9,699 shares of Coca-Cola Consolidated worth $1.86M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,857 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.2M.
  • Coca-Cola Consolidated made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #756 holding.
  • Beacon Pointe Advisors first reported a position in Coca-Cola Consolidated in Q4 2022 and has held it in 14 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.