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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
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 Sell
180
-50,390
-100% -$1.78M ﹤0.01% 497
2021
Q1 		$18K Buy
50,570
+50,400
+29,647% +$1.39M ﹤0.01% 594
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Perspectives's COKE Position: Q1 2026 in Review

Financial Perspectives held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 183 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #365.

Financial Perspectives first reported a position in COKE in Q4 2019 and has held it in 26 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Financial Perspectives held 183 shares of Coca-Cola Consolidated worth $35.1K as of Q1 2026.
  • Financial Perspectives left its Coca-Cola Consolidated share count unchanged in Q1 2026.
  • Coca-Cola Consolidated made up 0.01% of Financial Perspectives's portfolio in Q1 2026, its #365 holding.
  • Financial Perspectives first reported a position in Coca-Cola Consolidated in Q4 2019 and has held it in 26 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.