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Impact Partnership Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Impact Partnership Wealth’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 		– Sell
-4,582
Closed -$512K – 321
2025
Q2 		$512K Buy
+4,582
New +$553K 0.09% 138

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

Impact Partnership Wealth's COKE Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 4,582 shares — an estimated $512K sold.

Impact Partnership Wealth first reported a position in COKE in Q2 2025 and held it in 1 quarter. The position peaked at $512K in Q2 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,582 Coca-Cola Consolidated shares in Q3 2025, an estimated $512K.
  • Impact Partnership Wealth first reported a position in Coca-Cola Consolidated in Q2 2025 and held it in 1 quarter.
  • Impact Partnership Wealth's Coca-Cola Consolidated position peaked at $512K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.