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IEQ Capital’s Coca-Cola Consolidated COKE Stock Holding History

IEQ Capital’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 		$5.84M Sell
30,453
-3,960
-12% -$694K 0.03% 475
2025
Q4 		$5.28M Buy
34,413
+4,839
+16% +$710K 0.02% 506
2025
Q3 		$3.46M Buy
29,574
+15,708
+113% +$1.82M 0.01% 587
2025
Q2 		$1.55M Sell
13,866
-5,864
-30% -$708K 0.01% 722
2025
Q1 		$2.66M Buy
19,730
+16,330
+480% +$2.2M 0.02% 510
2024
Q4 		$429K Buy
+3,400
New +$426K ﹤0.01% 898

Other funds holding COKE

BlackRock
BlackRock New York $5.72T 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 $6.24B AUM 28.78% 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

IEQ Capital's COKE Position: Q1 2026 in Review

IEQ Capital reduced its Coca-Cola Consolidated (COKE) stake by 12% in Q1 2026, selling an estimated $694K and leaving 30,453 shares worth $5.84M. The position accounts for 0.03% of the portfolio, ranked #475.

IEQ Capital first reported a position in COKE in Q4 2024 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • IEQ Capital held 30,453 shares of Coca-Cola Consolidated worth $5.84M as of Q1 2026.
  • IEQ Capital sold 3,960 Coca-Cola Consolidated shares in Q1 2026, an estimated $694K.
  • Coca-Cola Consolidated made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #475 holding.
  • IEQ Capital first reported a position in Coca-Cola Consolidated in Q4 2024 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.