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

Gen-Wealth Partners’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
2025
Q3 		– Sell
-1,320
Closed -$147K – 692
2025
Q2 		$147K Hold
1,320
– – 0.06% 247
2025
Q1 		$178K Hold
1,320
– – 0.07% 218
2024
Q4 		$166K Hold
1,320
– – 0.07% 226
2024
Q3 		$158K Buy
1,320
+30
+2% +$3.68K 0.07% 241
2024
Q2 		$140K Hold
1,290
– – 0.07% 244
2024
Q1 		$109K Buy
+1,290
New +$111K 0.05% 290

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gen-Wealth Partners's COKE Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 1,320 shares — an estimated $147K sold.

Gen-Wealth Partners first reported a position in COKE in Q1 2024 and held it in 6 quarters. The position peaked at $178K in Q1 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,320 Coca-Cola Consolidated shares in Q3 2025, an estimated $147K.
  • Gen-Wealth Partners first reported a position in Coca-Cola Consolidated in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Coca-Cola Consolidated position peaked at $178K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.