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Bogart Wealth LLC’s Coca-Cola Consolidated COKE Stock Holding History

Bogart Wealth LLC’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 		$1.91K Buy
10
+4
+67% +$745 ﹤0.01% 1471
2026
Q1 		$1.15K Sell
6
-2
-25% -$350 ﹤0.01% 1410
2025
Q4 		$1.23K Buy
8
+4
+100% +$587 ﹤0.01% 1274
2025
Q3 		$469 Buy
+4
New +$463 ﹤0.01% 1449

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

Bogart Wealth LLC's COKE Position: Q2 2026 in Review

Bogart Wealth LLC increased its Coca-Cola Consolidated (COKE) stake by 67% in Q2 2026, buying an estimated $745 and bringing the position to 10 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Bogart Wealth LLC first reported a position in COKE in Q3 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Bogart Wealth LLC held 10 shares of Coca-Cola Consolidated worth $1.91K as of Q2 2026.
  • Bogart Wealth LLC bought 4 Coca-Cola Consolidated shares in Q2 2026, an estimated $745.
  • Coca-Cola Consolidated made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1471 holding.
  • Bogart Wealth LLC first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.