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Harvest Investment Services’s Coca-Cola Consolidated COKE Stock Holding History

Harvest Investment Services’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 		$6.32M Sell
32,942
-1,312
-4% -$230K 1.16% 15
2025
Q4 		$5.25M Sell
34,254
-948
-3% -$139K 0.99% 21
2025
Q3 		$4.12M Buy
35,202
+2,971
+9% +$344K 0.83% 28
2025
Q2 		$3.6M Buy
32,231
+4,341
+16% +$524K 0.8% 24
2025
Q1 		$3.77M Buy
27,890
+1,590
+6% +$214K 1.05% 19
2024
Q4 		$3.31M Buy
26,300
+14,920
+131% +$1.87M 0.81% 32
2024
Q3 		$1.5M Buy
11,380
+1,380
+14% +$169K 0.48% 58
2024
Q2 		$1.08M Sell
10,000
-8,420
-46% -$779K 0.43% 59
2024
Q1 		$1.56M Buy
+18,420
New +$1.59M 0.63% 47

Other funds holding COKE

BlackRock
BlackRock New York $5.7T 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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 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