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

Exencial 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	$242K	Buy	+1,261	New	+$221K	0.01%	525

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Exencial Wealth Advisors opened a new position in Coca-Cola Consolidated (COKE) in Q1 2026: 1,261 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings.

587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Exencial Wealth Advisors held 1,261 shares of Coca-Cola Consolidated worth $242K as of Q1 2026.
Coca-Cola Consolidated was a new Exencial Wealth Advisors position in Q1 2026.
Coca-Cola Consolidated made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #525 holding.
587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.