CFO
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Callan Family Office’s Coca-Cola Consolidated COKE Stock Holding History

Callan Family Office’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 		$792K Buy
4,146
+2
+0% +$372 0.02% 670
2026
Q1 		$795K Buy
4,144
+29
+0.7% +$5.08K 0.02% 625
2025
Q4 		$631K Buy
4,115
+84
+2% +$12.3K 0.01% 695
2025
Q3 		$472K Sell
4,031
-19
-0.5% -$2.2K 0.02% 552
2025
Q2 		$452K Buy
4,050
+1,680
+71% +$203K 0.01% 619
2025
Q1 		$320K Sell
2,370
-1,570
-40% -$211K 0.02% 410
2024
Q4 		$496K Buy
+3,940
New +$493K 0.03% 369

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

Callan Family Office's COKE Position: Q2 2026 in Review

Callan Family Office increased its Coca-Cola Consolidated (COKE) stake by 0.05% in Q2 2026, buying an estimated $372 and bringing the position to 4,146 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #670.

Callan Family Office first reported a position in COKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $795K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Callan Family Office held 4,146 shares of Coca-Cola Consolidated worth $792K as of Q2 2026.
  • Callan Family Office bought 2 Coca-Cola Consolidated shares in Q2 2026, an estimated $372.
  • Coca-Cola Consolidated made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #670 holding.
  • Callan Family Office first reported a position in Coca-Cola Consolidated in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Coca-Cola Consolidated position peaked at $795K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.