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

Benson 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
Q2 		$43.9K Buy
230
+71
+45% +$13.2K 0.04% 110
2026
Q1 		$30.5K Sell
159
-8
-5% -$1.4K 0.04% 113
2025
Q4 		$25.6K Buy
+167
New +$24.5K 0.03% 116

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

Benson Wealth Management's COKE Position: Q2 2026 in Review

Benson Wealth Management increased its Coca-Cola Consolidated (COKE) stake by 45% in Q2 2026, buying an estimated $13.2K and bringing the position to 230 shares worth $43.9K. The position accounts for 0.04% of the portfolio, ranked #110.

Benson Wealth Management first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Benson Wealth Management held 230 shares of Coca-Cola Consolidated worth $43.9K as of Q2 2026.
  • Benson Wealth Management bought 71 Coca-Cola Consolidated shares in Q2 2026, an estimated $13.2K.
  • Coca-Cola Consolidated made up 0.04% of Benson Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Benson Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.