Carson Wealth (CWM LLC)
COKE icon

Carson Wealth (CWM LLC)’s Coca-Cola Consolidated COKE Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.8M Buy
14,593
+200
+1% +$35K 0.01% 1053
2025
Q4 		$2.21M Buy
14,393
+1,015
+8% +$149K 0.01% 1108
2025
Q3 		$1.57M Buy
13,378
+9,054
+209% +$1.05M ﹤0.01% 1197
2025
Q2 		$483K Sell
4,324
-3,496
-45% -$422K ﹤0.01% 1610
2025
Q1 		$1.06M Buy
7,820
+5,910
+309% +$794K ﹤0.01% 1094
2024
Q4 		$241K Sell
1,910
-860
-31% -$108K ﹤0.01% 1713
2024
Q3 		$365K Buy
2,770
+1,760
+174% +$216K ﹤0.01% 1447
2024
Q2 		$110K Buy
1,010
+150
+17% +$13.9K ﹤0.01% 1905
2024
Q1 		$73K Buy
860
+200
+30% +$17.2K ﹤0.01% 2063
2023
Q4 		$61K Buy
660
+120
+22% +$8.69K ﹤0.01% 2045
2023
Q3 		$34K Sell
540
-70
-11% -$4.65K ﹤0.01% 2316
2023
Q2 		$39K Hold
610
– – ﹤0.01% 2156
2023
Q1 		$33K Sell
610
-50
-8% -$2.58K ﹤0.01% 2145
2022
Q4 		$34K Sell
660
-730
-53% -$34.9K ﹤0.01% 1994
2022
Q3 		$57K Buy
1,390
+850
+157% +$41.8K ﹤0.01% 1603
2022
Q2 		$30K Buy
540
+20
+4% +$1.04K ﹤0.01% 1881
2022
Q1 		$26K Buy
520
+10
+2% +$539 ﹤0.01% 1911
2021
Q4 		$32K Buy
+510
New +$25.2K ﹤0.01% 1757

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 $95.5B AUM 28.4% 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

Carson Wealth (CWM LLC)'s COKE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Coca-Cola Consolidated (COKE) stake by 1.4% in Q1 2026, buying an estimated $35K and bringing the position to 14,593 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1053.

Carson Wealth (CWM LLC) first reported a position in COKE in Q4 2021 and has held it in 18 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,593 shares of Coca-Cola Consolidated worth $2.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 200 Coca-Cola Consolidated shares in Q1 2026, an estimated $35K.
  • Coca-Cola Consolidated made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1053 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coca-Cola Consolidated in Q4 2021 and has held it in 18 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.