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Congress Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Congress Wealth 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
2025
Q2 		– Sell
-1,940
Closed -$262K – 1185
2025
Q1 		$262K Buy
1,940
+100
+5% +$13.4K ﹤0.01% 968
2024
Q4 		$232K Buy
1,840
+140
+8% +$17.5K ﹤0.01% 824
2024
Q3 		$224K Buy
+1,700
New +$208K ﹤0.01% 801

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Congress Wealth Management's COKE Position: Q2 2025 in Review

Congress Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 1,940 shares — an estimated $262K sold.

Congress Wealth Management first reported a position in COKE in Q3 2024 and held it in 3 quarters. The position peaked at $262K in Q1 2025. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

  • Congress Wealth Management reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,940 Coca-Cola Consolidated shares in Q2 2025, an estimated $262K.
  • Congress Wealth Management first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 3 quarters.
  • Congress Wealth Management's Coca-Cola Consolidated position peaked at $262K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.