CIBC Private Wealth Group’s Coca-Cola Consolidated COKE Stock Holding History

CIBC Private Wealth Group’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	$741K	Buy	4,837 +104	+2%	+$15.3K	﹤0.01%	766
2025 Q3	$555K	Buy	4,733 +603	+15%	+$69.9K	﹤0.01%	831
2025 Q2	$461K	Sell	4,130 -210	-5%	-$25.4K	﹤0.01%	857
2025 Q1	$562K	Buy	4,340 +20	+0.5%	+$2.69K	﹤0.01%	775
2024 Q4	$556K	Buy	4,320 +220	+5%	+$27.5K	﹤0.01%	843
2024 Q3	$540K	Hold	4,100	–	–	﹤0.01%	849
2024 Q2	$447K	Hold	4,100	–	–	﹤0.01%	850
2024 Q1	$343K	Hold	4,100	–	–	﹤0.01%	926
2023 Q4	$381K	Hold	4,100	–	–	﹤0.01%	863
2023 Q3	$261K	Buy	+4,100	New	+$273K	﹤0.01%	917

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's COKE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Coca-Cola Consolidated (COKE) stake by 2.2% in Q4 2025, buying an estimated $15.3K and bringing the position to 4,837 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

CIBC Private Wealth Group first reported a position in COKE in Q3 2023 and has held it in 10 quarters since. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

CIBC Private Wealth Group held 4,837 shares of Coca-Cola Consolidated worth $741K as of Q4 2025.
CIBC Private Wealth Group bought 104 Coca-Cola Consolidated shares in Q4 2025, an estimated $15.3K.
Coca-Cola Consolidated made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #766 holding.
CIBC Private Wealth Group first reported a position in Coca-Cola Consolidated in Q3 2023 and has held it in 10 quarters since.
531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.