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

EverSource 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 		$566K Sell
2,967
-456
-13% -$84.9K 0.02% 525
2026
Q1 		$656K Buy
3,423
+468
+16% +$82K 0.02% 498
2025
Q4 		$453K Sell
2,955
-8
-0.3% -$1.17K 0.02% 575
2025
Q3 		$347K Buy
2,963
+252
+9% +$29.2K 0.01% 657
2025
Q2 		$303K Buy
2,711
+811
+43% +$97.9K 0.01% 668
2025
Q1 		$256K Sell
1,900
-1,180
-38% -$159K 0.01% 576
2024
Q4 		$388K Buy
3,080
+430
+16% +$53.8K 0.02% 435
2024
Q3 		$349K Buy
2,650
+360
+16% +$44.1K 0.02% 409
2024
Q2 		$262K Buy
2,290
+1,600
+232% +$148K 0.02% 473
2024
Q1 		$57K Buy
690
+350
+103% +$30.2K ﹤0.01% 922
2023
Q4 		$31.6K Buy
340
+100
+42% +$7.24K ﹤0.01% 1071
2023
Q3 		$15.3K Sell
240
-90
-27% -$5.98K ﹤0.01% 1232
2023
Q2 		$21K Buy
330
+130
+65% +$8.04K ﹤0.01% 1136
2023
Q1 		$10.7K Sell
200
-70
-26% -$3.62K ﹤0.01% 1322
2022
Q4 		$13.8K Hold
270
– – ﹤0.01% 1201
2022
Q3 		$11K Hold
270
– – ﹤0.01% 1089
2022
Q2 		$15K Hold
270
– – ﹤0.01% 906
2022
Q1 		$13K Hold
270
– – ﹤0.01% 871
2021
Q4 		$17K Buy
+270
New +$13.3K ﹤0.01% 744

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

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

EverSource Wealth Advisors reduced its Coca-Cola Consolidated (COKE) stake by 13% in Q2 2026, selling an estimated $84.9K and leaving 2,967 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #525.

EverSource Wealth Advisors first reported a position in COKE in Q4 2021 and has held it in 19 quarters since. The position peaked at $656K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • EverSource Wealth Advisors held 2,967 shares of Coca-Cola Consolidated worth $566K as of Q2 2026.
  • EverSource Wealth Advisors sold 456 Coca-Cola Consolidated shares in Q2 2026, an estimated $84.9K.
  • Coca-Cola Consolidated made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #525 holding.
  • EverSource Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Coca-Cola Consolidated position peaked at $656K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.