DOA
COKE icon

D'Orazio & Associates’s Coca-Cola Consolidated COKE Stock Holding History

D'Orazio & Associates’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 		$274K Buy
1,430
+65
+5% +$11.4K 0.04% 216
2025
Q4 		$209K Buy
+1,365
New +$200K 0.03% 257
2025
Q2 		– Sell
-1,550
Closed -$209K – 284
2025
Q1 		$209K Buy
+1,550
New +$208K 0.03% 228
2024
Q4 		– Sell
-1,550
Closed -$204K – 247
2024
Q3 		$204K Buy
+1,550
New +$190K 0.03% 219
2021
Q4 		– Sell
-30
Closed -$1K – 223
2021
Q3 		$1K Buy
+30
New +$1.19K ﹤0.01% 719

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

D'Orazio & Associates's COKE Position: Q1 2026 in Review

D'Orazio & Associates increased its Coca-Cola Consolidated (COKE) stake by 4.8% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,430 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #216.

D'Orazio & Associates first reported a position in COKE in Q3 2021 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • D'Orazio & Associates held 1,430 shares of Coca-Cola Consolidated worth $274K as of Q1 2026.
  • D'Orazio & Associates bought 65 Coca-Cola Consolidated shares in Q1 2026, an estimated $11.4K.
  • Coca-Cola Consolidated made up 0.04% of D'Orazio & Associates's portfolio in Q1 2026, its #216 holding.
  • D'Orazio & Associates first reported a position in Coca-Cola Consolidated in Q3 2021 and has held it in 5 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.