FRG Family Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

FRG Family Wealth 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 Q1	$575K	Hold	3,000	–	–	0.09%	108
2025 Q4	$460K	Hold	3,000	–	–	0.07%	117
2025 Q3	$351K	Hold	3,000	–	–	0.06%	126
2025 Q2	$335K	Hold	3,000	–	–	0.06%	123
2025 Q1	$405K	Hold	3,000	–	–	0.08%	109
2024 Q4	$378K	Hold	3,000	–	–	0.07%	114
2024 Q3	$395K	Hold	3,000	–	–	0.07%	115
2024 Q2	$377K	Hold	3,000	–	–	0.07%	115
2024 Q1	$248K	Hold	3,000	–	–	0.05%	129
2023 Q4	$279K	Buy	+3,000	New	+$217K	0.06%	126

Other funds holding COKE

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FRG Family Wealth Advisors's COKE Position: Q1 2026 in Review

FRG Family Wealth Advisors held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 3,000 shares worth $575K. The position accounts for 0.09% of the portfolio, ranked #108.

FRG Family Wealth Advisors first reported a position in COKE in Q4 2023 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

FRG Family Wealth Advisors held 3,000 shares of Coca-Cola Consolidated worth $575K as of Q1 2026.
FRG Family Wealth Advisors left its Coca-Cola Consolidated share count unchanged in Q1 2026.
Coca-Cola Consolidated made up 0.09% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #108 holding.
FRG Family Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.