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Bradley & Co Private Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Bradley & Co Private 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
Q1 		$9.59K Hold
50
– – 0.01% 137
2025
Q4 		$7.67K Hold
50
– – ﹤0.01% 138
2025
Q3 		$5.86K Hold
50
– – ﹤0.01% 141
2025
Q2 		$5.58K Buy
+50
New +$6.04K ﹤0.01% 139

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

Bradley & Co Private Wealth Management's COKE Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 50 shares worth $9.59K. The position accounts for 0.01% of the portfolio, ranked #137.

Bradley & Co Private Wealth Management first reported a position in COKE in Q2 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Bradley & Co Private Wealth Management held 50 shares of Coca-Cola Consolidated worth $9.59K as of Q1 2026.
  • Bradley & Co Private Wealth Management left its Coca-Cola Consolidated share count unchanged in Q1 2026.
  • Coca-Cola Consolidated made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Bradley & Co Private Wealth Management first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.