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Cary Street Partners Investment Advisory’s Coca-Cola Consolidated COKE Stock Holding History

Cary Street Partners Investment Advisory’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 		$30.5K Sell
160
-29
-15% -$5.4K 0.01% 629
2026
Q1 		$36.2K Buy
+189
New +$33.1K 0.01% 574

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cary Street Partners Investment Advisory's COKE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Coca-Cola Consolidated (COKE) stake by 15% in Q2 2026, selling an estimated $5.4K and leaving 160 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #629.

Cary Street Partners Investment Advisory first reported a position in COKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $36.2K in Q1 2026. 414 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Cary Street Partners Investment Advisory held 160 shares of Coca-Cola Consolidated worth $30.5K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 29 Coca-Cola Consolidated shares in Q2 2026, an estimated $5.4K.
  • Coca-Cola Consolidated made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #629 holding.
  • Cary Street Partners Investment Advisory first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 2 quarters since.
  • Cary Street Partners Investment Advisory's Coca-Cola Consolidated position peaked at $36.2K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.