BEI
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Benjamin Edwards Inc’s Coca-Cola Consolidated COKE Stock Holding History

Benjamin Edwards Inc’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 		$675K Hold
3,535
– – 0.01% 955
2026
Q1 		$678K Hold
3,535
– – 0.01% 885
2025
Q4 		$542K Hold
3,535
– – 0.01% 931
2025
Q3 		$414K Sell
3,535
-700
-17% -$81.1K ﹤0.01% 984
2025
Q2 		$473K Buy
4,235
+275
+7% +$33.2K 0.01% 863
2025
Q1 		$535K Sell
3,960
-5,590
-59% -$751K 0.01% 761
2024
Q4 		$1.2M Buy
9,550
+340
+4% +$42.6K 0.02% 552
2024
Q3 		$1.21M Buy
+9,210
New +$1.13M 0.02% 546

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Benjamin Edwards Inc's COKE Position: Q2 2026 in Review

Benjamin Edwards Inc held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 3,535 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #955.

Benjamin Edwards Inc first reported a position in COKE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2024. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Benjamin Edwards Inc held 3,535 shares of Coca-Cola Consolidated worth $675K as of Q2 2026.
  • Benjamin Edwards Inc left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #955 holding.
  • Benjamin Edwards Inc first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 8 quarters since.
  • Benjamin Edwards Inc's Coca-Cola Consolidated position peaked at $1.21M in Q3 2024.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.