Capstone Investment Advisors
COKE icon

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

Capstone Investment 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 		– Sell
-1,961
Closed -$376K – 1698
2026
Q1 		$376K Buy
+1,961
New +$343K ﹤0.01% 1277
2025
Q4 		– Sell
-1,768
Closed -$207K – 1668
2025
Q3 		$207K Buy
+1,768
New +$205K ﹤0.01% 1813
2024
Q4 		– Sell
-1,960
Closed -$258K – 1875
2024
Q3 		$258K Sell
1,960
-1,460
-43% -$179K ﹤0.01% 1472
2024
Q2 		$371K Sell
3,420
-26,810
-89% -$2.48M ﹤0.01% 1465
2024
Q1 		$2.56M Buy
30,230
+16,570
+121% +$1.43M 0.01% 679
2023
Q4 		$1.27M Buy
+13,660
New +$989K ﹤0.01% 956

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's COKE Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 1,961 shares — an estimated $376K sold.

Capstone Investment Advisors first reported a position in COKE in Q4 2023 and held it in 6 quarters. The position peaked at $2.56M in Q1 2024. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,961 Coca-Cola Consolidated shares in Q2 2026, an estimated $376K.
  • Capstone Investment Advisors first reported a position in Coca-Cola Consolidated in Q4 2023 and held it in 6 quarters.
  • Capstone Investment Advisors's Coca-Cola Consolidated position peaked at $2.56M in Q1 2024.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.