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

Dynasty 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
2026
Q2 		$532K Sell
2,788
-220
-7% -$41K ﹤0.01% 251
2026
Q1 		$577K Sell
3,008
-324
-10% -$56.7K 0.01% 226
2025
Q4 		$511K Buy
3,332
+506
+18% +$74.2K 0.01% 239
2025
Q3 		$331K Buy
+2,826
New +$327K ﹤0.01% 251

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dynasty Wealth Management's COKE Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Coca-Cola Consolidated (COKE) stake by 7.3% in Q2 2026, selling an estimated $41K and leaving 2,788 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Dynasty Wealth Management first reported a position in COKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $577K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Dynasty Wealth Management held 2,788 shares of Coca-Cola Consolidated worth $532K as of Q2 2026.
  • Dynasty Wealth Management sold 220 Coca-Cola Consolidated shares in Q2 2026, an estimated $41K.
  • Coca-Cola Consolidated made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Dynasty Wealth Management first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Coca-Cola Consolidated position peaked at $577K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.