IFG
COKE icon

Independent Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Independent Financial Group’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
Q2 		$877K Sell
4,593
-100
-2% -$18.6K 0.02% 746
2026
Q1 		$900K Sell
4,693
-22
-0.5% -$3.85K 0.02% 668
2025
Q4 		$723K Sell
4,715
-28
-0.6% -$4.11K 0.02% 743
2025
Q3 		$556K Buy
4,743
+1,863
+65% +$216K 0.01% 803
2025
Q2 		$322K Buy
+2,880
New +$348K 0.01% 996

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's COKE Position: Q2 2026 in Review

Independent Financial Group reduced its Coca-Cola Consolidated (COKE) stake by 2.1% in Q2 2026, selling an estimated $18.6K and leaving 4,593 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #746.

Independent Financial Group first reported a position in COKE in Q2 2025 and has held it in 5 quarters since. The position peaked at $900K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Independent Financial Group held 4,593 shares of Coca-Cola Consolidated worth $877K as of Q2 2026.
  • Independent Financial Group sold 100 Coca-Cola Consolidated shares in Q2 2026, an estimated $18.6K.
  • Coca-Cola Consolidated made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #746 holding.
  • Independent Financial Group first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Coca-Cola Consolidated position peaked at $900K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.