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COKE icon

INVST’s Coca-Cola Consolidated COKE Stock Holding History

INVST’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 		$778K Buy
+4,055
New +$710K 0.09% 193
2023
Q1 		– Sell
-26,170
Closed -$1.33M – 168
2022
Q4 		$1.33M Sell
26,170
-1,490
-5% -$71.2K 0.21% 70
2022
Q3 		$1.24M Buy
27,660
+730
+3% +$35.9K 0.21% 60
2022
Q2 		$1.34M Sell
26,930
-320
-1% -$16.7K 0.21% 64
2022
Q1 		$1.35M Buy
27,250
+1,520
+6% +$81.9K 0.22% 62
2021
Q4 		$1.15M Sell
25,730
-12,850
-33% -$634K 0.18% 73
2021
Q3 		$1.52M Buy
38,580
+1,430
+4% +$56.9K 0.24% 62
2021
Q2 		$1.54M Buy
37,150
+2,850
+8% +$100K 0.25% 55
2021
Q1 		$1.01M Buy
34,300
+6,550
+24% +$180K 0.17% 71
2020
Q4 		$739K Buy
27,750
+10,700
+63% +$272K 0.13% 80
2020
Q3 		$408K Buy
17,050
+4,210
+33% +$106K 0.1% 89
2020
Q2 		$295K Buy
+12,840
New +$301K 0.09% 110

Other funds holding COKE

BlackRock
BlackRock New York $5.7T 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 $5.39B AUM 21.2% 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