Janney Montgomery Scott
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Janney Montgomery Scott’s Coca-Cola Consolidated COKE Stock Holding History

Janney Montgomery Scott’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 		$2.07M Buy
+10,827
New +$2.02M ﹤0.01% 1465
2026
Q1 		– Sell
-14,551
Closed -$2.23M – 2799
2025
Q4 		$2.23M Sell
14,551
-1,675
-10% -$246K 0.01% 1279
2025
Q3 		$1.9M Sell
16,226
-2,496
-13% -$289K ﹤0.01% 1340
2025
Q2 		$2.09M Sell
18,722
-708
-4% -$85.5K 0.01% 1185
2025
Q1 		$2.62M Buy
+19,430
New +$2.61M 0.01% 1050
2024
Q4 		– Sell
-20,460
Closed -$2.69M – 2717
2024
Q3 		$2.69M Buy
20,460
+290
+1% +$35.5K 0.01% 995
2024
Q2 		$2.19M Sell
20,170
-1,280
-6% -$118K 0.01% 1061
2024
Q1 		$1.82M Sell
21,450
-1,810
-8% -$156K 0.01% 1202
2023
Q4 		$2.16M Buy
23,260
+11,530
+98% +$835K 0.01% 1073
2023
Q3 		$747K Buy
11,730
+3,110
+36% +$207K ﹤0.01% 1508
2023
Q2 		$548K Sell
8,620
-1,530
-15% -$94.6K ﹤0.01% 1794
2023
Q1 		$543K Sell
10,150
-30
-0.3% -$1.55K ﹤0.01% 1672
2022
Q4 		$522K Buy
10,180
+5,080
+100% +$243K ﹤0.01% 1745
2022
Q3 		$210K Sell
5,100
-4,170
-45% -$205K ﹤0.01% 2257
2022
Q2 		$515K Sell
9,270
-3,780
-29% -$197K ﹤0.01% 1603
2022
Q1 		$648K Sell
13,050
-330
-2% -$17.8K ﹤0.01% 1487
2021
Q4 		$828K Buy
13,380
+4,220
+46% +$208K ﹤0.01% 1437
2021
Q3 		$361K Sell
9,160
-1,600
-15% -$63.7K ﹤0.01% 1854
2021
Q2 		$433K Hold
10,760
– – ﹤0.01% 1716
2021
Q1 		$311K Buy
10,760
+1,840
+21% +$50.6K ﹤0.01% 1834
2020
Q4 		$238K Buy
+8,920
New +$227K ﹤0.01% 2003

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

Janney Montgomery Scott's COKE Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 10,827 shares worth $2.07M. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in COKE as recently as Q4 2025.

Janney Montgomery Scott first reported a position in COKE in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.69M in Q3 2024. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Janney Montgomery Scott held 10,827 shares of Coca-Cola Consolidated worth $2.07M as of Q2 2026.
  • Coca-Cola Consolidated was a new Janney Montgomery Scott position in Q2 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1465 holding.
  • Janney Montgomery Scott first reported a position in Coca-Cola Consolidated in Q4 2020 and has held it in 21 quarters since.
  • Janney Montgomery Scott's Coca-Cola Consolidated position peaked at $2.69M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.