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Darwin Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Darwin Wealth Management’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
-100
Closed -$11.2K – 616
2025
Q2 		$11.2K Hold
100
– – ﹤0.01% 346
2025
Q1 		$12.6K Hold
100
– – ﹤0.01% 355
2024
Q4 		$12.6K Hold
100
– – ﹤0.01% 355
2024
Q3 		$13.2K Buy
+100
New +$12.3K ﹤0.01% 354
2020
Q2 		– Sell
-550
Closed -$11K – 264
2020
Q1 		$11K Buy
+550
New +$13.7K ﹤0.01% 457

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Darwin Wealth Management's COKE Position: Q3 2025 in Review

Darwin Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 100 shares — an estimated $11.2K sold.

Darwin Wealth Management first reported a position in COKE in Q1 2020 and held it in 5 quarters. The position peaked at $13.2K in Q3 2024. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • Darwin Wealth Management reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 100 Coca-Cola Consolidated shares in Q3 2025, an estimated $11.2K.
  • Darwin Wealth Management first reported a position in Coca-Cola Consolidated in Q1 2020 and held it in 5 quarters.
  • Darwin Wealth Management's Coca-Cola Consolidated position peaked at $13.2K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Darwin Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.