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Greykasell Wealth Strategies’s Coca-Cola Consolidated COKE Stock Holding History

Greykasell Wealth Strategies’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 		$7.64K Hold
40
– – ﹤0.01% 399
2026
Q1 		$7.67K Hold
40
– – ﹤0.01% 432
2025
Q4 		$6.13K Buy
+40
New +$5.87K ﹤0.01% 399

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greykasell Wealth Strategies's COKE Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 40 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Greykasell Wealth Strategies first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.67K in Q1 2026. 360 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Greykasell Wealth Strategies held 40 shares of Coca-Cola Consolidated worth $7.64K as of Q2 2026.
  • Greykasell Wealth Strategies left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #399 holding.
  • Greykasell Wealth Strategies first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's Coca-Cola Consolidated position peaked at $7.67K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.