Focus Partners Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Focus Partners 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	$11.2M	Sell	58,694 -8,437	-13%	-$1.57M	0.01%	683
2026 Q1	$12.9M	Buy	67,131 +7,950	+13%	+$1.39M	0.01%	638
2025 Q4	$7.66M	Sell	59,181 -676	-1%	-$99.2K	0.01%	795
2025 Q3	$8M	Buy	59,857 +13,838	+30%	+$1.6M	0.01%	619
2025 Q2	$5.14M	Sell	46,019 -851	-2%	-$103K	0.01%	670
2025 Q1	$6.33M	Sell	46,870 -260	-0.6%	-$34.9K	0.02%	567
2024 Q4	$5.94M	Sell	47,130 -1,890	-4%	-$237K	0.02%	576
2024 Q3	$6.45M	Buy	+49,020	New	+$6.01M	0.02%	501

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

Focus Partners Wealth's COKE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Coca-Cola Consolidated (COKE) stake by 13% in Q2 2026, selling an estimated $1.57M and leaving 58,694 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #683.

Focus Partners Wealth first reported a position in COKE in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.9M in Q1 2026. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Focus Partners Wealth held 58,694 shares of Coca-Cola Consolidated worth $11.2M as of Q2 2026.
Focus Partners Wealth sold 8,437 Coca-Cola Consolidated shares in Q2 2026, an estimated $1.57M.
Coca-Cola Consolidated made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #683 holding.
Focus Partners Wealth first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Coca-Cola Consolidated position peaked at $12.9M in Q1 2026.
611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.