Creative Planning
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Creative Planning’s Coca-Cola Consolidated COKE Stock Holding History

Creative Planning’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 		$6.3M Buy
32,859
+217
+0.7% +$38K ﹤0.01% 1014
2025
Q4 		$5M Buy
32,642
+3,669
+13% +$538K ﹤0.01% 1005
2025
Q3 		$3.39M Buy
28,973
+3,733
+15% +$433K ﹤0.01% 1126
2025
Q2 		$2.82M Sell
25,240
-830
-3% -$100K ﹤0.01% 1075
2025
Q1 		$3.52M Buy
26,070
+650
+3% +$87.4K ﹤0.01% 853
2024
Q4 		$3.2M Buy
25,420
+70
+0.3% +$8.76K ﹤0.01% 866
2024
Q3 		$3.34M Buy
25,350
+470
+2% +$57.6K ﹤0.01% 809
2024
Q2 		$2.7M Buy
24,880
+3,680
+17% +$341K ﹤0.01% 863
2024
Q1 		$1.79M Buy
21,200
+120
+0.6% +$10.3K ﹤0.01% 1016
2023
Q4 		$1.96M Buy
21,080
+1,440
+7% +$104K ﹤0.01% 925
2023
Q3 		$1.25M Buy
19,640
+510
+3% +$33.9K ﹤0.01% 1061
2023
Q2 		$1.22M Sell
19,130
-280
-1% -$17.3K ﹤0.01% 1037
2023
Q1 		$1.04M Buy
19,410
+110
+0.6% +$5.68K ﹤0.01% 1061
2022
Q4 		$989K Buy
19,300
+1,200
+7% +$57.4K ﹤0.01% 1040
2022
Q3 		$745K Sell
18,100
-980
-5% -$48.2K ﹤0.01% 1101
2022
Q2 		$1.08M Sell
19,080
-70
-0.4% -$3.66K ﹤0.01% 943
2022
Q1 		$951K Sell
19,150
-130
-0.7% -$7K ﹤0.01% 1006
2021
Q4 		$1.19M Buy
19,280
+900
+5% +$44.4K ﹤0.01% 875
2021
Q3 		$724K Sell
18,380
-150
-0.8% -$5.97K ﹤0.01% 1104
2021
Q2 		$745K Sell
18,530
-1,310
-7% -$46.2K ﹤0.01% 1069
2021
Q1 		$573K Buy
19,840
+1,840
+10% +$50.6K ﹤0.01% 1347
2020
Q4 		$479K Buy
18,000
+670
+4% +$17K ﹤0.01% 1345
2020
Q3 		$417K Sell
17,330
-370
-2% -$9.27K ﹤0.01% 1229
2020
Q2 		$406K Buy
17,700
+590
+3% +$13.8K ﹤0.01% 1141
2020
Q1 		$357K Buy
17,110
+540
+3% +$13.5K ﹤0.01% 1106
2019
Q4 		$471K Buy
16,570
+120
+0.7% +$3.36K ﹤0.01% 1142
2019
Q3 		$500K Buy
16,450
+10
+0.1% +$313 ﹤0.01% 1063
2019
Q2 		$492K Sell
16,440
-60
-0.4% -$1.88K ﹤0.01% 1085
2019
Q1 		$475K Buy
16,500
+330
+2% +$7.54K ﹤0.01% 1052
2018
Q4 		$287K Buy
16,170
+10
+0.1% +$185 ﹤0.01% 1254
2018
Q3 		$295K Buy
16,160
+320
+2% +$5.13K ﹤0.01% 1406
2018
Q2 		$214K Sell
15,840
-480
-3% -$7.08K ﹤0.01% 1602
2018
Q1 		$282K Sell
16,320
-1,590
-9% -$30.4K ﹤0.01% 1377
2017
Q4 		$385K Buy
17,910
+640
+4% +$13.9K ﹤0.01% 1221
2017
Q3 		$373K Sell
17,270
-110
-0.6% -$2.43K ﹤0.01% 1201
2017
Q2 		$398K Buy
17,380
+10
+0.1% +$216 ﹤0.01% 1141
2017
Q1 		$358K Buy
17,370
+10,040
+137% +$179K ﹤0.01% 1166
2016
Q4 		$131K Buy
7,330
+700
+11% +$11K ﹤0.01% 1680
2016
Q3 		$98K Hold
6,630
– – ﹤0.01% 1861
2016
Q2 		$98K Buy
6,630
+110
+2% +$1.61K ﹤0.01% 1690
2016
Q1 		$104K Hold
6,520
– – ﹤0.01% 1604
2015
Q4 		$119K Hold
6,520
– – ﹤0.01% 1525
2015
Q3 		$126K Buy
+6,520
New +$106K ﹤0.01% 1455
2015
Q2 		– Sell
-5,350
Closed -$61K – 1450
2015
Q1 		$61K Hold
5,350
– – ﹤0.01% 1874
2014
Q4 		$47K Buy
5,350
+510
+11% +$4.4K ﹤0.01% 2043
2014
Q3 		$36K Buy
4,840
+2,030
+72% +$15K ﹤0.01% 2144
2014
Q2 		$21K Sell
2,810
-1,200
-30% -$9.37K ﹤0.01% 2447
2014
Q1 		$34K Buy
4,010
+2,010
+101% +$15.4K ﹤0.01% 2045
2013
Q4 		$15K Hold
2,000
– – ﹤0.01% 2348
2013
Q3 		$13K Buy
+2,000
New +$12.7K ﹤0.01% 2310

Other funds holding COKE

BlackRock
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's COKE Position: Q1 2026 in Review

Creative Planning increased its Coca-Cola Consolidated (COKE) stake by 0.66% in Q1 2026, buying an estimated $38K and bringing the position to 32,859 shares worth $6.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Creative Planning first reported a position in COKE in Q3 2013 and has held it in 50 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Creative Planning held 32,859 shares of Coca-Cola Consolidated worth $6.3M as of Q1 2026.
  • Creative Planning bought 217 Coca-Cola Consolidated shares in Q1 2026, an estimated $38K.
  • Coca-Cola Consolidated made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1014 holding.
  • Creative Planning first reported a position in Coca-Cola Consolidated in Q3 2013 and has held it in 50 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.