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Hemington Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Hemington Wealth Management’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 		$9K Buy
82
+21
+34% +$2.43K ﹤0.01% 906
2025
Q2 		$6K Sell
61
-19
-24% -$2.29K ﹤0.01% 1029
2025
Q1 		$10K Buy
80
+40
+100% +$5.38K ﹤0.01% 810
2024
Q4 		$5K Buy
40
+10
+33% +$1.25K ﹤0.01% 998
2024
Q3 		$3K Buy
+30
New +$3.68K ﹤0.01% 1057

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

Hemington Wealth Management's COKE Position: Q3 2025 in Review

Hemington Wealth Management increased its Coca-Cola Consolidated (COKE) stake by 34% in Q3 2025, buying an estimated $2.43K and bringing the position to 82 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Hemington Wealth Management first reported a position in COKE in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q1 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • Hemington Wealth Management held 82 shares of Coca-Cola Consolidated worth $9K as of Q3 2025.
  • Hemington Wealth Management bought 21 Coca-Cola Consolidated shares in Q3 2025, an estimated $2.43K.
  • Coca-Cola Consolidated made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #906 holding.
  • Hemington Wealth Management first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Coca-Cola Consolidated position peaked at $10K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.