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EP Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

EP Wealth Advisors’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 		$944K Sell
4,945
-384
-7% -$71.5K ﹤0.01% 771
2026
Q1 		$1.02M Sell
5,329
-231
-4% -$40.5K 0.01% 636
2025
Q4 		$852K Buy
+5,560
New +$816K ﹤0.01% 661
2025
Q2 		$628K Sell
5,628
-262
-4% -$31.6K ﹤0.01% 701
2025
Q1 		$795K Buy
5,890
+30
+0.5% +$4.03K 0.01% 557
2024
Q4 		$738K Sell
5,860
-260
-4% -$32.6K 0.01% 580
2024
Q3 		$806K Buy
+6,120
New +$750K 0.01% 550

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

EP Wealth Advisors's COKE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Coca-Cola Consolidated (COKE) stake by 7.2% in Q2 2026, selling an estimated $71.5K and leaving 4,945 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

EP Wealth Advisors first reported a position in COKE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • EP Wealth Advisors held 4,945 shares of Coca-Cola Consolidated worth $944K as of Q2 2026.
  • EP Wealth Advisors sold 384 Coca-Cola Consolidated shares in Q2 2026, an estimated $71.5K.
  • Coca-Cola Consolidated made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #771 holding.
  • EP Wealth Advisors first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Coca-Cola Consolidated position peaked at $1.02M in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.