Financial Perspectives’s Coca-Cola Consolidated COKE Stock Holding History

Financial Perspectives’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	$35K	Hold	183	–	–	0.01%	381
2026 Q1	$35.1K	Hold	183	–	–	0.01%	365
2025 Q4	$28K	Buy	183 +1	+0.5%	+$147	0.01%	394
2025 Q3	$21.4K	Hold	182	–	–	0.01%	416
2025 Q2	$20.3K	Buy	182 +2	+1%	+$242	0.01%	413
2025 Q1	$24.5K	Hold	180	–	–	0.01%	386
2024 Q4	$22.8K	Hold	180	–	–	0.01%	395
2024 Q3	$23.8K	Hold	180	–	–	0.01%	370
2024 Q2	$19.6K	Hold	180	–	–	0.01%	387
2024 Q1	$15.3K	Hold	180	–	–	0.01%	413
2023 Q4	$16.5K	Hold	180	–	–	0.01%	402
2023 Q3	$11.3K	Hold	180	–	–	0.01%	433
2023 Q2	$11.3K	Hold	180	–	–	0.01%	438
2023 Q1	$9.47K	Hold	180	–	–	﹤0.01%	448
2022 Q4	$9.01K	Hold	180	–	–	﹤0.01%	452
2022 Q3	$7.24K	Hold	180	–	–	﹤0.01%	470
2022 Q2	$9.9K	Hold	180	–	–	0.01%	443
2022 Q1	$8.72K	Hold	180	–	–	﹤0.01%	478
2021 Q4	$10.9K	Hold	180	–	–	0.01%	436
2021 Q3	$6.91K	Hold	180	–	–	﹤0.01%	479
2021 Q2	$7.05K	Hold	180	–	–	﹤0.01%	497
2021 Q1	$5.06K	Buy	180 +10	+6%	+$275	﹤0.01%	508
2020 Q4	$4.66K	Hold	170	–	–	﹤0.01%	482
2020 Q3	$4.21K	Hold	170	–	–	﹤0.01%	440
2020 Q2	$4K	Hold	170	–	–	﹤0.01%	431
2020 Q1	$3.64K	Hold	170	–	–	﹤0.01%	408
2019 Q4	$4.95K	Buy	+170	New	+$4.76K	﹤0.01%	394

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Norges Bank Oslo, Norway $1T AUM

Financial Perspectives's COKE Position: Q2 2026 in Review

Financial Perspectives held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 183 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #381.

Financial Perspectives first reported a position in COKE in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.1K in Q1 2026. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Financial Perspectives held 183 shares of Coca-Cola Consolidated worth $35K as of Q2 2026.
Financial Perspectives left its Coca-Cola Consolidated share count unchanged in Q2 2026.
Coca-Cola Consolidated made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #381 holding.
Financial Perspectives first reported a position in Coca-Cola Consolidated in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Coca-Cola Consolidated position peaked at $35.1K in Q1 2026.
611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.