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Cynosure Group’s Coca-Cola Consolidated COKE Stock Holding History

Cynosure Group’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 		– Sell
-3,521
Closed -$540K – 262
2025
Q4 		$540K Buy
3,521
+131
+4% +$19.2K 0.05% 135
2025
Q3 		$397K Hold
3,390
– – 0.04% 282
2025
Q2 		$378K Buy
3,390
+860
+34% +$104K 0.04% 322
2025
Q1 		$342K Buy
2,530
+50
+2% +$6.72K 0.05% 253
2024
Q4 		$312K Sell
2,480
-310
-11% -$38.8K 0.05% 199
2024
Q3 		$367K Sell
2,790
-970
-26% -$119K 0.05% 294
2024
Q2 		$408K Hold
3,760
– – 0.07% 180
2024
Q1 		$318K Buy
+3,760
New +$324K 0.06% 252

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

Cynosure Group's COKE Position: Q1 2026 in Review

Cynosure Group sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3,521 shares — an estimated $540K sold.

Cynosure Group first reported a position in COKE in Q1 2024 and held it in 8 quarters. The position peaked at $540K in Q4 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Cynosure Group reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 3,521 Coca-Cola Consolidated shares in Q1 2026, an estimated $540K.
  • Cynosure Group first reported a position in Coca-Cola Consolidated in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's Coca-Cola Consolidated position peaked at $540K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.