CI Investments Inc
COKE icon

CI Investments Inc’s Coca-Cola Consolidated COKE Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-2,006
Closed -$235K – 775
2025
Q3 		$235K Sell
2,006
-221
-10% -$25.6K ﹤0.01% 665
2025
Q2 		$249K Sell
2,227
-113
-5% -$13.6K ﹤0.01% 663
2025
Q1 		$316K Buy
2,340
+240
+11% +$32.3K ﹤0.01% 619
2024
Q4 		$265K Buy
2,100
+1,210
+136% +$151K ﹤0.01% 658
2024
Q3 		$117K Buy
890
+80
+10% +$9.8K ﹤0.01% 808
2024
Q2 		$88K Buy
810
+160
+25% +$14.8K ﹤0.01% 853
2024
Q1 		$55K Buy
650
+60
+10% +$5.17K ﹤0.01% 1003
2023
Q4 		$55K Sell
590
-30
-5% -$2.17K ﹤0.01% 955
2023
Q3 		$39K Sell
620
-4,490
-88% -$298K ﹤0.01% 1021
2023
Q2 		$325K Sell
5,110
-2,820
-36% -$174K ﹤0.01% 553
2023
Q1 		$424K Sell
7,930
-940
-11% -$48.5K ﹤0.01% 463
2022
Q4 		$454K Buy
8,870
+1,350
+18% +$64.6K ﹤0.01% 452
2022
Q3 		$310K Sell
7,520
-3,770
-33% -$185K ﹤0.01% 499
2022
Q2 		$637K Sell
11,290
-740
-6% -$38.7K ﹤0.01% 426
2022
Q1 		$598K Sell
12,030
-3,890
-24% -$210K ﹤0.01% 517
2021
Q4 		$986K Sell
15,920
-2,860
-15% -$141K ﹤0.01% 457
2021
Q3 		$740K Buy
18,780
+30
+0.2% +$1.19K ﹤0.01% 498
2021
Q2 		$754K Buy
+18,750
New +$661K ﹤0.01% 536
2019
Q4 		– Sell
-16,850
Closed -$512K – 607
2019
Q3 		$512K Buy
+16,850
New +$527K ﹤0.01% 476

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CI Investments Inc's COKE Position: Q4 2025 in Review

CI Investments Inc sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 2,006 shares — an estimated $235K sold.

CI Investments Inc first reported a position in COKE in Q3 2019 and held it in 19 quarters. The position peaked at $986K in Q4 2021. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

  • CI Investments Inc reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 2,006 Coca-Cola Consolidated shares in Q4 2025, an estimated $235K.
  • CI Investments Inc first reported a position in Coca-Cola Consolidated in Q3 2019 and held it in 19 quarters.
  • CI Investments Inc's Coca-Cola Consolidated position peaked at $986K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.