CWC
COKE icon

Carolinas Wealth Consulting’s Coca-Cola Consolidated COKE Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-10
Closed -$763 – 181
2025
Q1 		$763 Hold
10
– – ﹤0.01% 930
2024
Q4 		$1.06K Hold
10
– – ﹤0.01% 938
2024
Q3 		$722 Hold
10
– – ﹤0.01% 970
2024
Q2 		$530 Hold
10
– – ﹤0.01% 985
2024
Q1 		$660 Buy
+10
New +$862 ﹤0.01% 957

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's COKE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 10 shares — an estimated $763 sold.

Carolinas Wealth Consulting first reported a position in COKE in Q1 2024 and held it in 5 quarters. The position peaked at $1.06K in Q4 2024. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Coca-Cola Consolidated shares in Q2 2025, an estimated $763.
  • Carolinas Wealth Consulting first reported a position in Coca-Cola Consolidated in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Coca-Cola Consolidated position peaked at $1.06K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.