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Coldstream Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

Coldstream Capital Management’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 		$393K Buy
2,050
+565
+38% +$99K ﹤0.01% 830
2025
Q4 		$228K Sell
1,485
-430
-22% -$63.1K ﹤0.01% 1035
2025
Q3 		$224K Buy
1,915
+49
+3% +$5.68K ﹤0.01% 1086
2025
Q2 		$208K Buy
1,866
+506
+37% +$61.1K ﹤0.01% 1060
2025
Q1 		$184K Buy
+1,360
New +$183K ﹤0.01% 1047

Other funds holding COKE

BlackRock
BlackRock New York $5.72T 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 $6.24B AUM 28.78% 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

Coldstream Capital Management's COKE Position: Q1 2026 in Review

Coldstream Capital Management increased its Coca-Cola Consolidated (COKE) stake by 38% in Q1 2026, buying an estimated $99K and bringing the position to 2,050 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Coldstream Capital Management first reported a position in COKE in Q1 2025 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Coldstream Capital Management held 2,050 shares of Coca-Cola Consolidated worth $393K as of Q1 2026.
  • Coldstream Capital Management bought 565 Coca-Cola Consolidated shares in Q1 2026, an estimated $99K.
  • Coca-Cola Consolidated made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #830 holding.
  • Coldstream Capital Management first reported a position in Coca-Cola Consolidated in Q1 2025 and has held it in 5 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.