Focus Partners Wealth
COKE icon

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
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
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

Focus Partners Wealth's COKE Position: Q1 2026 in Review

Focus Partners Wealth increased its Coca-Cola Consolidated (COKE) stake by 13% in Q1 2026, buying an estimated $1.39M and bringing the position to 67,131 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #638.

Focus Partners Wealth first reported a position in COKE in Q3 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Focus Partners Wealth held 67,131 shares of Coca-Cola Consolidated worth $12.9M as of Q1 2026.
  • Focus Partners Wealth bought 7,950 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.39M.
  • Coca-Cola Consolidated made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #638 holding.
  • Focus Partners Wealth first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 7 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.