Bell Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Bell Investment 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 Q2	$9.55K	Hold	50	–	–	﹤0.01%	728
2026 Q1	$9.59K	Hold	50	–	–	﹤0.01%	696
2025 Q4	$7.67K	Hold	50	–	–	﹤0.01%	798
2025 Q3	$5.86K	Hold	50	–	–	﹤0.01%	850
2025 Q2	$5.58K	Hold	50	–	–	﹤0.01%	935
2025 Q1	$6.75K	Hold	50	–	–	﹤0.01%	771
2024 Q4	$6.3K	Sell	50 -10	-17%	-$1.25K	﹤0.01%	813
2024 Q3	$7.9K	Hold	60	–	–	﹤0.01%	719
2024 Q2	$6.51K	Hold	60	–	–	﹤0.01%	797
2024 Q1	$5.08K	Hold	60	–	–	﹤0.01%	911
2023 Q4	$5.57K	Sell	60 -10	-14%	-$724	﹤0.01%	820
2023 Q3	$4.46K	Hold	70	–	–	﹤0.01%	868
2023 Q2	$4.45K	Buy	70 +10	+17%	+$619	﹤0.01%	878
2023 Q1	$3.21K	Buy	60 +10	+20%	+$516	﹤0.01%	1009
2022 Q4	$2.56K	Hold	50	–	–	﹤0.01%	1152
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	1073
2022 Q2	$3K	Buy	+50	New	+$2.61K	﹤0.01%	915
2021 Q4	$3K	Buy	50 +10	+25%	+$494	﹤0.01%	961
2021 Q3	$2K	Buy	+40	New	+$1.59K	﹤0.01%	1043

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Norges Bank Oslo, Norway $1T AUM

Bell Investment Advisors's COKE Position: Q2 2026 in Review

Bell Investment Advisors held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 50 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bell Investment Advisors first reported a position in COKE in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.59K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Bell Investment Advisors held 50 shares of Coca-Cola Consolidated worth $9.55K as of Q2 2026.
Bell Investment Advisors left its Coca-Cola Consolidated share count unchanged in Q2 2026.
Coca-Cola Consolidated made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #728 holding.
Bell Investment Advisors first reported a position in Coca-Cola Consolidated in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Coca-Cola Consolidated position peaked at $9.59K in Q1 2026.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.