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 Q3	$34.7K	Buy	184 +1	+0.5%	+$188	0.01%	396
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Perspectives's COKE Position: Q3 2026 in Review

Financial Perspectives increased its Coca-Cola Consolidated (COKE) stake by 0.55% in Q3 2026, buying an estimated $188 and bringing the position to 184 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #396.

Financial Perspectives first reported a position in COKE in Q4 2019 and has held it in 28 quarters since. The position peaked at $35.1K in Q1 2026. 522 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

Financial Perspectives held 184 shares of Coca-Cola Consolidated worth $34.7K as of Q3 2026.
Financial Perspectives bought 1 Coca-Cola Consolidated share in Q3 2026, an estimated $188.
Coca-Cola Consolidated made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #396 holding.
Financial Perspectives first reported a position in Coca-Cola Consolidated in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's Coca-Cola Consolidated position peaked at $35.1K in Q1 2026.
522 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.