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 Q2	$18.3K	Buy	96 +10	+12%	+$1.86K	﹤0.01%	1334
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Financial Designs's COKE Position: Q2 2026 in Review

Creative Financial Designs increased its Coca-Cola Consolidated (COKE) stake by 12% in Q2 2026, buying an estimated $1.86K and bringing the position to 96 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Creative Financial Designs first reported a position in COKE in Q2 2020 and has held it in 16 quarters since. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Creative Financial Designs held 96 shares of Coca-Cola Consolidated worth $18.3K as of Q2 2026.
Creative Financial Designs bought 10 Coca-Cola Consolidated shares in Q2 2026, an estimated $1.86K.
Coca-Cola Consolidated made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1334 holding.
Creative Financial Designs first reported a position in Coca-Cola Consolidated in Q2 2020 and has held it in 16 quarters since.
612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.