Envestnet Asset Management
COKE icon

Envestnet Asset Management’s Coca-Cola Consolidated COKE Stock Holding History

Envestnet Asset 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 		$19.1M Buy
99,928
+6,929
+7% +$1.29M ﹤0.01% 1487
2026
Q1 		$17.8M Buy
92,999
+10,608
+13% +$1.86M ﹤0.01% 1422
2025
Q4 		$12.6M Buy
82,391
+220
+0.3% +$32.3K ﹤0.01% 1544
2025
Q3 		$9.63M Buy
82,171
+62,645
+321% +$7.26M ﹤0.01% 1793
2025
Q2 		$2.18M Buy
19,526
+3,006
+18% +$363K ﹤0.01% 2770
2025
Q1 		$2.23M Buy
16,520
+2,520
+18% +$339K ﹤0.01% 2662
2024
Q4 		$1.76M Buy
14,000
+560
+4% +$70.1K ﹤0.01% 2780
2024
Q3 		$1.77M Sell
13,440
-4,090
-23% -$501K ﹤0.01% 2748
2024
Q2 		$1.9M Sell
17,530
-12,040
-41% -$1.11M ﹤0.01% 2630
2024
Q1 		$2.5M Sell
29,570
-19,460
-40% -$1.68M ﹤0.01% 2439
2023
Q4 		$4.55M Buy
49,030
+1,080
+2% +$78.2K ﹤0.01% 1962
2023
Q3 		$3.05M Buy
47,950
+8,890
+23% +$591K ﹤0.01% 2123
2023
Q2 		$2.48M Buy
39,060
+1,200
+3% +$74.2K ﹤0.01% 2150
2023
Q1 		$2.03M Sell
37,860
-5,400
-12% -$279K ﹤0.01% 2191
2022
Q4 		$2.22M Sell
43,260
-990
-2% -$47.3K ﹤0.01% 2093
2022
Q3 		$1.82M Sell
44,250
-14,750
-25% -$726K ﹤0.01% 2141
2022
Q2 		$3.33M Sell
59,000
-24,360
-29% -$1.27M ﹤0.01% 1766
2022
Q1 		$4.14M Buy
83,360
+20,260
+32% +$1.09M ﹤0.01% 1714
2021
Q4 		$3.91M Buy
63,100
+2,790
+5% +$138K ﹤0.01% 1732
2021
Q3 		$2.38M Buy
60,310
+2,040
+4% +$81.2K ﹤0.01% 1983
2021
Q2 		$2.34M Buy
58,270
+3,570
+7% +$126K ﹤0.01% 1949
2021
Q1 		$1.58M Buy
54,700
+13,650
+33% +$375K ﹤0.01% 2093
2020
Q4 		$1.09M Buy
41,050
+11,320
+38% +$288K ﹤0.01% 2150
2020
Q3 		$715K Buy
+29,730
New +$745K ﹤0.01% 2239

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

Envestnet Asset Management's COKE Position: Q2 2026 in Review

Envestnet Asset Management increased its Coca-Cola Consolidated (COKE) stake by 7.5% in Q2 2026, buying an estimated $1.29M and bringing the position to 99,928 shares worth $19.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Envestnet Asset Management first reported a position in COKE in Q3 2020 and has held it in 24 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Envestnet Asset Management held 99,928 shares of Coca-Cola Consolidated worth $19.1M as of Q2 2026.
  • Envestnet Asset Management bought 6,929 Coca-Cola Consolidated shares in Q2 2026, an estimated $1.29M.
  • Coca-Cola Consolidated made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1487 holding.
  • Envestnet Asset Management first reported a position in Coca-Cola Consolidated in Q3 2020 and has held it in 24 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.