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InceptionR’s Coca-Cola Consolidated COKE Stock Holding History

InceptionR’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 		$290K Sell
1,511
-2,275
-60% -$398K 0.07% 490
2025
Q4 		$580K Sell
3,786
-334
-8% -$49K 0.16% 236
2025
Q3 		$483K Buy
+4,120
New +$477K 0.12% 326
2025
Q2 		– Sell
-4,850
Closed -$655K – 685
2025
Q1 		$655K Buy
4,850
+3,200
+194% +$430K 0.2% 203
2024
Q4 		$208K Sell
1,650
-7,600
-82% -$951K 0.05% 551
2024
Q3 		$1.22M Buy
9,250
+3,370
+57% +$413K 0.3% 94
2024
Q2 		$638K Buy
+5,880
New +$544K 0.18% 220
2023
Q4 		– Sell
-5,940
Closed -$378K – 382
2023
Q3 		$378K Buy
5,940
+1,780
+43% +$118K 0.21% 211
2023
Q2 		$265K Buy
+4,160
New +$257K 0.14% 300

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

InceptionR's COKE Position: Q1 2026 in Review

InceptionR reduced its Coca-Cola Consolidated (COKE) stake by 60% in Q1 2026, selling an estimated $398K and leaving 1,511 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #490.

InceptionR first reported a position in COKE in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2024. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • InceptionR held 1,511 shares of Coca-Cola Consolidated worth $290K as of Q1 2026.
  • InceptionR sold 2,275 Coca-Cola Consolidated shares in Q1 2026, an estimated $398K.
  • Coca-Cola Consolidated made up 0.07% of InceptionR's portfolio in Q1 2026, its #490 holding.
  • InceptionR first reported a position in Coca-Cola Consolidated in Q2 2023 and has held it in 9 quarters since.
  • InceptionR's Coca-Cola Consolidated position peaked at $1.22M in Q3 2024.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.