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Forum Financial Management’s Coca-Cola Consolidated COKE Stock Holding History

Forum Financial Management’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 		– Sell
-2,018
Closed -$309K – 477
2025
Q4 		$309K Buy
2,018
+4
+0.2% +$587 ﹤0.01% 733
2025
Q3 		$236K Buy
2,014
+103
+5% +$11.9K ﹤0.01% 871
2025
Q2 		$213K Buy
1,911
+161
+9% +$19.4K ﹤0.01% 873
2025
Q1 		$236K Buy
1,750
+20
+1% +$2.69K ﹤0.01% 722
2024
Q4 		$218K Hold
1,730
– – ﹤0.01% 806
2024
Q3 		$228K Buy
+1,730
New +$212K ﹤0.01% 660

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's COKE Position: Q1 2026 in Review

Forum Financial Management sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 2,018 shares — an estimated $309K sold.

Forum Financial Management first reported a position in COKE in Q3 2024 and held it in 6 quarters. The position peaked at $309K in Q4 2025. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Forum Financial Management reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,018 Coca-Cola Consolidated shares in Q1 2026, an estimated $309K.
  • Forum Financial Management first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Coca-Cola Consolidated position peaked at $309K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.