CWM
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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return