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Empowered Funds’s Coca-Cola Consolidated COKE Stock Holding History

Empowered Funds’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 		$1.05M Buy
5,505
+1,358
+33% +$253K 0.01% 1442
2026
Q1 		$795K Buy
+4,147
New +$726K 0.01% 1488
2025
Q2 		– Sell
-24,440
Closed -$3.3M – 1771
2025
Q1 		$3.3M Sell
24,440
-740
-3% -$99.5K 0.05% 511
2024
Q4 		$3.17M Sell
25,180
-36,050
-59% -$4.51M 0.05% 532
2024
Q3 		$8.06M Buy
61,230
+23,850
+64% +$2.92M 0.13% 200
2024
Q2 		$4.06M Buy
+37,380
New +$3.46M 0.07% 387

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

Empowered Funds's COKE Position: Q2 2026 in Review

Empowered Funds increased its Coca-Cola Consolidated (COKE) stake by 33% in Q2 2026, buying an estimated $253K and bringing the position to 5,505 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1442.

Empowered Funds first reported a position in COKE in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.06M in Q3 2024. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Empowered Funds held 5,505 shares of Coca-Cola Consolidated worth $1.05M as of Q2 2026.
  • Empowered Funds bought 1,358 Coca-Cola Consolidated shares in Q2 2026, an estimated $253K.
  • Coca-Cola Consolidated made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1442 holding.
  • Empowered Funds first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 6 quarters since.
  • Empowered Funds's Coca-Cola Consolidated position peaked at $8.06M in Q3 2024.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.