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Ethos Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Ethos Financial Group’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 		$765K Buy
3,971
+6
+0.2% +$1.12K 0.05% 269
2026
Q1 		$760K Buy
3,965
+6
+0.2% +$1.05K 0.06% 245
2025
Q4 		$607K Buy
+3,959
New +$581K 0.04% 264

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 $3.38T AUM 44.17% 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

Ethos Financial Group's COKE Position: Q2 2026 in Review

Ethos Financial Group increased its Coca-Cola Consolidated (COKE) stake by 0.15% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,971 shares worth $765K. The position accounts for 0.05% of the portfolio, ranked #269.

Ethos Financial Group first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Ethos Financial Group held 3,971 shares of Coca-Cola Consolidated worth $765K as of Q2 2026.
  • Ethos Financial Group bought 6 Coca-Cola Consolidated shares in Q2 2026, an estimated $1.12K.
  • Coca-Cola Consolidated made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #269 holding.
  • Ethos Financial Group first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.