Cetera Investment Advisers
COKE icon

Cetera Investment Advisers’s Coca-Cola Consolidated COKE Stock Holding History

Cetera Investment Advisers’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 		$2.4M Sell
12,531
-5,281
-30% -$925K ﹤0.01% 2128
2025
Q4 		$2.73M Sell
17,812
-337
-2% -$49.4K ﹤0.01% 1946
2025
Q3 		$2.13M Buy
18,149
+325
+2% +$37.7K ﹤0.01% 2112
2025
Q2 		$1.99M Sell
17,824
-236
-1% -$28.5K ﹤0.01% 1848
2025
Q1 		$2.44M Buy
18,060
+280
+2% +$37.6K ﹤0.01% 1606
2024
Q4 		$2.24M Buy
17,780
+140
+0.8% +$17.5K ﹤0.01% 1569
2024
Q3 		$2.32M Buy
17,640
+2,740
+18% +$336K 0.01% 1525
2024
Q2 		$1.62M Buy
14,900
+3,990
+37% +$369K ﹤0.01% 1734
2024
Q1 		$924K Buy
10,910
+7,110
+187% +$613K ﹤0.01% 2138
2023
Q4 		$353K Buy
3,800
+110
+3% +$7.96K ﹤0.01% 1688
2023
Q3 		$235K Sell
3,690
-30
-0.8% -$1.99K ﹤0.01% 1880
2023
Q2 		$237K Buy
+3,720
New +$230K ﹤0.01% 1889

Other funds holding COKE

BlackRock
BlackRock New York $5.7T 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 $5.39B AUM 21.2% 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