Cerity Partners’s Coca-Cola Consolidated COKE Stock Holding History

Cerity Partners’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	$4.78M	Buy	25,056 +3,245	+15%	+$604K	0.01%	1122
2026 Q1	$4.18M	Buy	21,811 +2,384	+12%	+$418K	0.01%	1101
2025 Q4	$2.98M	Buy	19,427 +5,576	+40%	+$818K	﹤0.01%	1181
2025 Q3	$1.62M	Buy	13,851 +6,298	+83%	+$730K	﹤0.01%	1385
2025 Q2	$843K	Buy	7,553 +2,313	+44%	+$279K	﹤0.01%	1596
2025 Q1	$707K	Buy	5,240 +3,590	+218%	+$483K	﹤0.01%	1582
2024 Q4	$213K	Sell	1,650 -4,860	-75%	-$608K	﹤0.01%	2210
2024 Q3	$857K	Buy	+6,510	New	+$798K	﹤0.01%	1476
2024 Q2	–	Sell	-2,580	Closed	-$218K	–	2265
2024 Q1	$218K	Buy	+2,580	New	+$222K	﹤0.01%	2062

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cerity Partners's COKE Position: Q2 2026 in Review

Cerity Partners increased its Coca-Cola Consolidated (COKE) stake by 15% in Q2 2026, buying an estimated $604K and bringing the position to 25,056 shares worth $4.78M. The position accounts for 0.01% of the portfolio, ranked #1122.

Cerity Partners first reported a position in COKE in Q1 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Cerity Partners held 25,056 shares of Coca-Cola Consolidated worth $4.78M as of Q2 2026.
Cerity Partners bought 3,245 Coca-Cola Consolidated shares in Q2 2026, an estimated $604K.
Coca-Cola Consolidated made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1122 holding.
Cerity Partners first reported a position in Coca-Cola Consolidated in Q1 2024 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.