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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's COKE Position: Q1 2026 in Review

EP Wealth Advisors reduced its Coca-Cola Consolidated (COKE) stake by 4.2% in Q1 2026, selling an estimated $40.5K and leaving 5,329 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #636.

EP Wealth Advisors first reported a position in COKE in Q3 2024 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • EP Wealth Advisors held 5,329 shares of Coca-Cola Consolidated worth $1.02M as of Q1 2026.
  • EP Wealth Advisors sold 231 Coca-Cola Consolidated shares in Q1 2026, an estimated $40.5K.
  • Coca-Cola Consolidated made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #636 holding.
  • EP Wealth Advisors first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.