Creative Financial Designs’s Coca-Cola Consolidated COKE Stock Holding History

Creative Financial Designs’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	$16.5K	Buy	+86	New	+$15.1K	﹤0.01%	1256
2023 Q4	–	Sell	-130	Closed	-$8.27K	–	1611
2023 Q3	$8.27K	Hold	130	–	–	﹤0.01%	1079
2023 Q2	$8.27K	Hold	130	–	–	﹤0.01%	1070
2023 Q1	$6.96K	Hold	130	–	–	﹤0.01%	1046
2022 Q4	$6.66K	Hold	130	–	–	﹤0.01%	980
2022 Q3	$5K	Hold	130	–	–	﹤0.01%	1025
2022 Q2	$7K	Hold	130	–	–	﹤0.01%	930
2022 Q1	$6K	Hold	130	–	–	﹤0.01%	1000
2021 Q4	$8K	Hold	130	–	–	﹤0.01%	937
2021 Q3	$5K	Hold	130	–	–	﹤0.01%	1146
2021 Q2	$5K	Hold	130	–	–	﹤0.01%	1161
2021 Q1	$4K	Hold	130	–	–	﹤0.01%	1093
2020 Q4	$3K	Hold	130	–	–	﹤0.01%	1066
2020 Q3	$3K	Hold	130	–	–	﹤0.01%	1014
2020 Q2	$3K	Buy	+130	New	+$3.04K	﹤0.01%	949

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

Creative Financial Designs's COKE Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Coca-Cola Consolidated (COKE) in Q1 2026: 86 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in COKE as recently as Q3 2023.

Creative Financial Designs first reported a position in COKE in Q2 2020 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Creative Financial Designs held 86 shares of Coca-Cola Consolidated worth $16.5K as of Q1 2026.
Coca-Cola Consolidated was a new Creative Financial Designs position in Q1 2026.
Coca-Cola Consolidated made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1256 holding.
Creative Financial Designs first reported a position in Coca-Cola Consolidated in Q2 2020 and has held it in 15 quarters since.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.