EPW
COKE icon

Evolve Private Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Evolve Private Wealth’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 		$3.87M Buy
20,291
+3,635
+22% +$677K 0.24% 81
2026
Q1 		$3.19M Sell
16,656
-468
-3% -$82K 0.17% 104
2025
Q4 		$2.63M Buy
+17,124
New +$2.51M 0.16% 120

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

Evolve Private Wealth's COKE Position: Q2 2026 in Review

Evolve Private Wealth increased its Coca-Cola Consolidated (COKE) stake by 22% in Q2 2026, buying an estimated $677K and bringing the position to 20,291 shares worth $3.87M. The position accounts for 0.24% of the portfolio, ranked #81.

Evolve Private Wealth 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.

  • Evolve Private Wealth held 20,291 shares of Coca-Cola Consolidated worth $3.87M as of Q2 2026.
  • Evolve Private Wealth bought 3,635 Coca-Cola Consolidated shares in Q2 2026, an estimated $677K.
  • Coca-Cola Consolidated made up 0.24% of Evolve Private Wealth's portfolio in Q2 2026, its #81 holding.
  • Evolve Private Wealth 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 Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.