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Great Lakes Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Great Lakes 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
2025
Q2 		– Sell
-1,650
Closed -$223K – 826
2025
Q1 		$223K Sell
1,650
-190
-10% -$25.5K ﹤0.01% 751
2024
Q4 		$232K Hold
1,840
– – ﹤0.01% 765
2024
Q3 		$242K Buy
+1,840
New +$225K ﹤0.01% 779
2024
Q1 		– Sell
-2,170
Closed -$201K – 815
2023
Q4 		$201K Buy
+2,170
New +$157K ﹤0.01% 745
2022
Q1 		– Sell
-5,050
Closed -$313K – 712
2021
Q4 		$313K Buy
+5,050
New +$249K ﹤0.01% 575

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Great Lakes Advisors's COKE Position: Q2 2025 in Review

Great Lakes Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 1,650 shares — an estimated $223K sold.

Great Lakes Advisors first reported a position in COKE in Q4 2021 and held it in 5 quarters. The position peaked at $313K in Q4 2021. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

  • Great Lakes Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 1,650 Coca-Cola Consolidated shares in Q2 2025, an estimated $223K.
  • Great Lakes Advisors first reported a position in Coca-Cola Consolidated in Q4 2021 and held it in 5 quarters.
  • Great Lakes Advisors's Coca-Cola Consolidated position peaked at $313K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Great Lakes Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.