CSM Advisors’s Coca-Cola Consolidated COKE Stock Holding History

CSM Advisors’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
2025 Q3	–	Sell	-2,360	Closed	-$263K	–	411
2025 Q2	$263K	Buy	+2,360	New	+$285K	0.01%	367

Other funds holding COKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CSM Advisors's COKE Position: Q3 2025 in Review

CSM Advisors sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 2,360 shares — an estimated $263K sold.

CSM Advisors first reported a position in COKE in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

CSM Advisors reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
CSM Advisors sold 2,360 Coca-Cola Consolidated shares in Q3 2025, an estimated $263K.
CSM Advisors first reported a position in Coca-Cola Consolidated in Q2 2025 and held it in 1 quarter.
CSM Advisors's Coca-Cola Consolidated position peaked at $263K in Q2 2025.
457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on CSM Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.