Coyle Financial Counsel’s Coca-Cola Consolidated COKE Stock Holding History

Coyle Financial Counsel’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	$452K	Buy	2,357 +6	+0.3%	+$1.05K	0.1%	71
2025 Q4	$360K	Buy	2,351 +4	+0.2%	+$587	0.08%	79
2025 Q3	$275K	Buy	2,347 +5	+0.2%	+$579	0.06%	85
2025 Q2	$262K	Buy	2,342 +2	+0.1%	+$242	0.07%	81
2025 Q1	$316K	Buy	2,340 +60	+3%	+$8.06K	0.1%	61
2024 Q4	$288K	Hold	2,280	–	–	0.09%	63
2024 Q3	$247K	Buy	+2,280	New	+$279K	0.09%	62
2024 Q1	–	Sell	-2,280	Closed	-$211K	–	76
2023 Q4	$211K	Buy	+2,280	New	+$165K	0.08%	64

Other funds holding COKE

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coyle Financial Counsel's COKE Position: Q1 2026 in Review

Coyle Financial Counsel increased its Coca-Cola Consolidated (COKE) stake by 0.26% in Q1 2026, buying an estimated $1.05K and bringing the position to 2,357 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #71.

Coyle Financial Counsel first reported a position in COKE in Q4 2023 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Coyle Financial Counsel held 2,357 shares of Coca-Cola Consolidated worth $452K as of Q1 2026.
Coyle Financial Counsel bought 6 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.05K.
Coca-Cola Consolidated made up 0.1% of Coyle Financial Counsel's portfolio in Q1 2026, its #71 holding.
Coyle Financial Counsel first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 8 quarters since.
583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.