Corient Private Wealth
COKE icon

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

Corient Private Wealth’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 		$1.91M Sell
9,983
-2,231
-18% -$415K ﹤0.01% 1425
2026
Q1 		$2.34M Sell
12,214
-2,347
-16% -$411K ﹤0.01% 1178
2025
Q4 		$2.23M Buy
14,561
+919
+7% +$135K ﹤0.01% 1097
2025
Q3 		$1.6M Sell
13,642
-383
-3% -$44.4K ﹤0.01% 1177
2025
Q2 		$1.57M Buy
14,025
+325
+2% +$39.2K ﹤0.01% 1151
2025
Q1 		$1.85M Buy
13,700
+1,140
+9% +$153K ﹤0.01% 1005
2024
Q4 		$1.58M Sell
12,560
-6,080
-33% -$761K ﹤0.01% 1095
2024
Q3 		$2.45M Buy
18,640
+3,800
+26% +$466K ﹤0.01% 1009
2024
Q2 		$1.61M Sell
14,840
-980
-6% -$90.7K ﹤0.01% 1125
2024
Q1 		$1.34M Buy
15,820
+3,790
+32% +$327K ﹤0.01% 1214
2023
Q4 		$1.12M Buy
12,030
+5,960
+98% +$432K ﹤0.01% 1241
2023
Q3 		$386K Sell
6,070
-3,440
-36% -$229K ﹤0.01% 1628
2023
Q2 		$605K Buy
+9,510
New +$588K ﹤0.01% 1358

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Corient Private Wealth's COKE Position: Q2 2026 in Review

Corient Private Wealth reduced its Coca-Cola Consolidated (COKE) stake by 18% in Q2 2026, selling an estimated $415K and leaving 9,983 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Corient Private Wealth first reported a position in COKE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.45M in Q3 2024. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Corient Private Wealth held 9,983 shares of Coca-Cola Consolidated worth $1.91M as of Q2 2026.
  • Corient Private Wealth sold 2,231 Coca-Cola Consolidated shares in Q2 2026, an estimated $415K.
  • Coca-Cola Consolidated made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1425 holding.
  • Corient Private Wealth first reported a position in Coca-Cola Consolidated in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Coca-Cola Consolidated position peaked at $2.45M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.