Johnson Financial Group Inc (Wisconsin)’s Coca-Cola Consolidated COKE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q4	–	Sell	-33	Closed	-$3.87K	–	956
2025 Q3	$3.87K	Sell	33 -33	-50%	-$3.82K	﹤0.01%	871
2025 Q2	$7.37K	Buy	+66	New	+$7.97K	﹤0.01%	628
2025 Q1	–	Sell	-20	Closed	-$2.74K	–	876
2024 Q4	$2.74K	Sell	20 -40	-67%	-$5.01K	﹤0.01%	786
2024 Q3	$7.9K	Buy	+60	New	+$7.35K	﹤0.01%	716
2022 Q1	–	Sell	-10	Closed	-$1K	–	694
2021 Q4	$1K	Sell	10 -10	-50%	-$494	﹤0.01%	708
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	673
2021 Q2	$1K	Buy	+20	New	+$705	﹤0.01%	688

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s COKE Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 33 shares — an estimated $3.87K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in COKE in Q2 2021 and held it in 7 quarters. The position peaked at $7.9K in Q3 2024. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 33 Coca-Cola Consolidated shares in Q4 2025, an estimated $3.87K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Coca-Cola Consolidated in Q2 2021 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s Coca-Cola Consolidated position peaked at $7.9K in Q3 2024.
531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.