Clearstead Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Clearstead Advisors’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	$903K	Buy	4,732 +42	+0.9%	+$7.82K	0.01%	575
2026 Q1	$899K	Sell	4,690 -463	-9%	-$81.1K	0.01%	549
2025 Q4	$790K	Buy	5,153 +267	+5%	+$39.2K	0.01%	532
2025 Q3	$572K	Buy	4,886 +156	+3%	+$18.1K	0.01%	594
2025 Q2	$528K	Sell	4,730 -50	-1%	-$6.04K	0.01%	599
2025 Q1	$645K	Buy	4,780 +110	+2%	+$14.8K	0.01%	520
2024 Q4	$588K	Hold	4,670	–	–	0.01%	530
2024 Q3	$615K	Hold	4,670	–	–	0.01%	523
2024 Q2	$507K	Hold	4,670	–	–	0.01%	534
2024 Q1	$445K	Hold	4,670	–	–	0.02%	327
2023 Q4	$434K	Hold	4,670	–	–	0.02%	331
2023 Q3	$297K	Hold	4,670	–	–	0.02%	366
2023 Q2	$297K	Hold	4,670	–	–	0.02%	374
2023 Q1	$250K	Hold	4,670	–	–	0.02%	362
2022 Q4	$239K	Hold	4,670	–	–	0.02%	358
2022 Q3	$192K	Hold	4,670	–	–	0.02%	365
2022 Q2	$263K	Hold	4,670	–	–	0.02%	338
2022 Q1	$232K	Hold	4,670	–	–	0.02%	384
2021 Q4	$289K	Hold	4,670	–	–	0.02%	332
2021 Q3	$184K	Hold	4,670	–	–	0.01%	384
2021 Q2	$188K	Hold	4,670	–	–	0.01%	354
2021 Q1	$135K	Hold	4,670	–	–	0.01%	390
2020 Q4	$124K	Hold	4,670	–	–	0.01%	383
2020 Q3	$112K	Sell	4,670 -40	-0.8%	-$1K	0.01%	357
2020 Q2	$108K	Buy	4,710 +40	+0.9%	+$937	0.01%	340
2020 Q1	$97K	Buy	+4,670	New	+$116K	0.01%	330

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clearstead Advisors's COKE Position: Q2 2026 in Review

Clearstead Advisors increased its Coca-Cola Consolidated (COKE) stake by 0.9% in Q2 2026, buying an estimated $7.82K and bringing the position to 4,732 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #575.

Clearstead Advisors first reported a position in COKE in Q1 2020 and has held it in 26 quarters since. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Clearstead Advisors held 4,732 shares of Coca-Cola Consolidated worth $903K as of Q2 2026.
Clearstead Advisors bought 42 Coca-Cola Consolidated shares in Q2 2026, an estimated $7.82K.
Coca-Cola Consolidated made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #575 holding.
Clearstead Advisors first reported a position in Coca-Cola Consolidated in Q1 2020 and has held it in 26 quarters since.
611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.