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

Essential 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 		$101K Buy
530
+121
+30% +$22.5K 0.05% 417
2026
Q1 		$78.4K Hold
409
– – 0.03% 479
2025
Q4 		$62.7K Buy
409
+40
+11% +$5.87K 0.02% 556
2025
Q3 		$43.2K Buy
369
+352
+2,071% +$40.8K 0.01% 633
2025
Q2 		$1.9K Buy
+17
New +$2.05K ﹤0.01% 1333

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

Essential Partners's COKE Position: Q2 2026 in Review

Essential Partners increased its Coca-Cola Consolidated (COKE) stake by 30% in Q2 2026, buying an estimated $22.5K and bringing the position to 530 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #417.

Essential Partners first reported a position in COKE in Q2 2025 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Essential Partners held 530 shares of Coca-Cola Consolidated worth $101K as of Q2 2026.
  • Essential Partners bought 121 Coca-Cola Consolidated shares in Q2 2026, an estimated $22.5K.
  • Coca-Cola Consolidated made up 0.05% of Essential Partners's portfolio in Q2 2026, its #417 holding.
  • Essential Partners first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 5 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.