Curio Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$383	–	294
2026 Q1	$383	Buy	+2	New	+$350	﹤0.01%	562

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 $3.37T AUM 44.26% 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

Curio Wealth's COKE Position: Q2 2026 in Review

Curio Wealth sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 2 shares — an estimated $383 sold.

Curio Wealth first reported a position in COKE in Q1 2026 and held it in 1 quarter. The position peaked at $383 in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Curio Wealth reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Coca-Cola Consolidated shares in Q2 2026, an estimated $383.
Curio Wealth first reported a position in Coca-Cola Consolidated in Q1 2026 and held it in 1 quarter.
Curio Wealth's Coca-Cola Consolidated position peaked at $383 in Q1 2026.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.