Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Cambridge Investment Research Advisors’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 		$3.48M Buy
18,234
+3,086
+20% +$575K 0.01% 1262
2026
Q1 		$2.9M Buy
15,148
+181
+1% +$31.7K 0.01% 1305
2025
Q4 		$2.29M Buy
14,967
+901
+6% +$132K 0.01% 1412
2025
Q3 		$1.65M Sell
14,066
-1,854
-12% -$215K ﹤0.01% 1652
2025
Q2 		$1.78M Buy
15,920
+9,090
+133% +$1.1M 0.01% 1516
2025
Q1 		$922K Sell
6,830
-3,740
-35% -$503K ﹤0.01% 1930
2024
Q4 		$1.33M Buy
10,570
+4,540
+75% +$568K ﹤0.01% 1648
2024
Q3 		$793K Buy
6,030
+540
+10% +$66.2K ﹤0.01% 2045
2024
Q2 		$595K Buy
5,490
+30
+0.5% +$2.78K ﹤0.01% 2157
2024
Q1 		$462K Buy
5,460
+740
+16% +$63.8K ﹤0.01% 2339
2023
Q4 		$438K Buy
4,720
+290
+7% +$21K ﹤0.01% 2297
2023
Q3 		$282K Buy
4,430
+410
+10% +$27.3K ﹤0.01% 2542
2023
Q2 		$256K Buy
4,020
+160
+4% +$9.9K ﹤0.01% 2671
2023
Q1 		$207K Sell
3,860
-3,170
-45% -$164K ﹤0.01% 2792
2022
Q4 		$360K Buy
7,030
+880
+14% +$42.1K ﹤0.01% 2281
2022
Q3 		$253K Buy
6,150
+660
+12% +$32.5K ﹤0.01% 2504
2022
Q2 		$310K Buy
+5,490
New +$287K ﹤0.01% 2355
2018
Q1 		– Sell
-12,670
Closed -$273K – 2162
2017
Q4 		$273K Sell
12,670
-370
-3% -$8.06K ﹤0.01% 1717
2017
Q3 		$281K Buy
+13,040
New +$288K ﹤0.01% 1589

Other funds holding COKE

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors's COKE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Coca-Cola Consolidated (COKE) stake by 20% in Q2 2026, buying an estimated $575K and bringing the position to 18,234 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #1262.

Cambridge Investment Research Advisors first reported a position in COKE in Q3 2017 and has held it in 19 quarters since. 262 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,234 shares of Coca-Cola Consolidated worth $3.48M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,086 Coca-Cola Consolidated shares in Q2 2026, an estimated $575K.
  • Coca-Cola Consolidated made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1262 holding.
  • Cambridge Investment Research Advisors first reported a position in Coca-Cola Consolidated in Q3 2017 and has held it in 19 quarters since.
  • 262 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.