BGAI
COKE icon

Bruce G. Allen Investments’s Coca-Cola Consolidated COKE Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-4
Closed -$613 – 1098
2025
Q4 		$613 Sell
4
-1
-20% -$147 ﹤0.01% 928
2025
Q3 		$586 Buy
5
+3
+150% +$348 ﹤0.01% 941
2025
Q2 		$223 Buy
+2
New +$242 ﹤0.01% 1035

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 $113B AUM 38.87% 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

Bruce G. Allen Investments's COKE Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 4 shares — an estimated $613 sold.

Bruce G. Allen Investments first reported a position in COKE in Q2 2025 and held it in 3 quarters. The position peaked at $613 in Q4 2025. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 4 Coca-Cola Consolidated shares in Q1 2026, an estimated $613.
  • Bruce G. Allen Investments first reported a position in Coca-Cola Consolidated in Q2 2025 and held it in 3 quarters.
  • Bruce G. Allen Investments's Coca-Cola Consolidated position peaked at $613 in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.