James T. Borello
COKE icon

James T. Borello’s Coca-Cola Consolidated COKE Stock Holding History

James T. Borello’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
Q3 		$5.87K Hold
31
– – ﹤0.01% 738
2026
Q2 		$5.92K Hold
31
– – ﹤0.01% 740
2026
Q1 		$5.94K Hold
31
– – ﹤0.01% 697
2025
Q4 		$4.75K Buy
+31
New +$4.55K ﹤0.01% 581

Other funds holding COKE

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

James T. Borello's COKE Position: Q3 2026 in Review

James T. Borello held its Coca-Cola Consolidated (COKE) position steady in Q3 2026 at 31 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

James T. Borello first reported a position in COKE in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.94K in Q1 2026. 375 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • James T. Borello held 31 shares of Coca-Cola Consolidated worth $5.87K as of Q3 2026.
  • James T. Borello left its Coca-Cola Consolidated share count unchanged in Q3 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #738 holding.
  • James T. Borello first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Coca-Cola Consolidated position peaked at $5.94K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.