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Foundations Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Foundations Investment Advisors’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 		$491K Buy
2,571
+97
+4% +$18.1K 0.01% 786
2026
Q1 		$474K Buy
2,474
+68
+3% +$11.9K 0.01% 735
2025
Q4 		$369K Buy
2,406
+97
+4% +$14.2K ﹤0.01% 821
2025
Q3 		$270K Buy
2,309
+50
+2% +$5.79K ﹤0.01% 893
2025
Q2 		$252K Sell
2,259
-71
-3% -$8.57K ﹤0.01% 804
2025
Q1 		$314K Buy
2,330
+600
+35% +$80.7K 0.01% 701
2024
Q4 		$218K Buy
+1,730
New +$217K ﹤0.01% 783
2024
Q2 		– Sell
-2,570
Closed -$218K – 760
2024
Q1 		$218K Buy
2,570
+30
+1% +$2.58K 0.01% 660
2023
Q4 		$228K Buy
+2,540
New +$184K 0.01% 615

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foundations Investment Advisors's COKE Position: Q2 2026 in Review

Foundations Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 3.9% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,571 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #786.

Foundations Investment Advisors first reported a position in COKE in Q4 2023 and has held it in 9 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Foundations Investment Advisors held 2,571 shares of Coca-Cola Consolidated worth $491K as of Q2 2026.
  • Foundations Investment Advisors bought 97 Coca-Cola Consolidated shares in Q2 2026, an estimated $18.1K.
  • Coca-Cola Consolidated made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #786 holding.
  • Foundations Investment Advisors first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 9 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.