IWC
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Integrated Wealth Concepts’s Coca-Cola Consolidated COKE Stock Holding History

Integrated Wealth Concepts’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 		$987K Buy
5,146
+2,058
+67% +$360K 0.01% 1125
2025
Q4 		$473K Sell
3,088
-1,682
-35% -$247K 0.01% 1126
2025
Q3 		$559K Buy
4,770
+132
+3% +$15.3K 0.01% 1282
2025
Q2 		$518K Buy
4,638
+1,088
+31% +$131K 0.01% 1254
2025
Q1 		$479K Sell
3,550
-200
-5% -$26.9K 0.01% 1166
2024
Q4 		$472K Buy
3,750
+30
+0.8% +$3.76K 0.01% 1150
2024
Q3 		$490K Sell
3,720
-360
-9% -$44.1K 0.01% 1094
2024
Q2 		$443K Sell
4,080
-130
-3% -$12K 0.01% 1098
2024
Q1 		$357K Sell
4,210
-240
-5% -$20.7K 0.01% 1230
2023
Q4 		$413K Buy
4,450
+10
+0.2% +$724 0.01% 1087
2023
Q3 		$283K Buy
4,440
+30
+0.7% +$1.99K 0.01% 1255
2023
Q2 		$280K Sell
4,410
-1,230
-22% -$76.1K ﹤0.01% 1258
2023
Q1 		$302K Buy
+5,640
New +$291K 0.01% 1056

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

Integrated Wealth Concepts's COKE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Coca-Cola Consolidated (COKE) stake by 67% in Q1 2026, buying an estimated $360K and bringing the position to 5,146 shares worth $987K. The position accounts for 0.01% of the portfolio, ranked #1125.

Integrated Wealth Concepts first reported a position in COKE in Q1 2023 and has held it in 13 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Integrated Wealth Concepts held 5,146 shares of Coca-Cola Consolidated worth $987K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,058 Coca-Cola Consolidated shares in Q1 2026, an estimated $360K.
  • Coca-Cola Consolidated made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1125 holding.
  • Integrated Wealth Concepts first reported a position in Coca-Cola Consolidated in Q1 2023 and has held it in 13 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.