Edgestream Partners’s Coca-Cola Consolidated COKE Stock Holding History

Edgestream Partners’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	$1.15M	Buy	6,048 +2,129	+54%	+$396K	0.03%	641
2026 Q1	$751K	Buy	+3,919	New	+$686K	0.02%	680
2025 Q2	–	Sell	-26,950	Closed	-$3.64M	–	872
2025 Q1	$3.64M	Buy	+26,950	New	+$3.62M	0.12%	320
2024 Q2	–	Sell	-48,920	Closed	-$4.14M	–	876
2024 Q1	$4.14M	Buy	+48,920	New	+$4.22M	0.21%	161
2023 Q4	–	Sell	-12,150	Closed	-$773K	–	865
2023 Q3	$773K	Buy	+12,150	New	+$808K	0.06%	475

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

Edgestream Partners's COKE Position: Q2 2026 in Review

Edgestream Partners increased its Coca-Cola Consolidated (COKE) stake by 54% in Q2 2026, buying an estimated $396K and bringing the position to 6,048 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #641.

Edgestream Partners first reported a position in COKE in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.14M in Q1 2024. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Edgestream Partners held 6,048 shares of Coca-Cola Consolidated worth $1.15M as of Q2 2026.
Edgestream Partners bought 2,129 Coca-Cola Consolidated shares in Q2 2026, an estimated $396K.
Coca-Cola Consolidated made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #641 holding.
Edgestream Partners first reported a position in Coca-Cola Consolidated in Q3 2023 and has held it in 5 quarters since.
Edgestream Partners's Coca-Cola Consolidated position peaked at $4.14M in Q1 2024.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.