Jones Financial Companies
COKE icon

Jones Financial Companies’s Coca-Cola Consolidated COKE Stock Holding History

Jones Financial Companies’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 		$997K Buy
5,497
+1,358
+33% +$238K ﹤0.01% 1715
2025
Q4 		$634K Buy
4,139
+540
+15% +$79.2K ﹤0.01% 1410
2025
Q3 		$415K Buy
3,599
+350
+11% +$40.6K ﹤0.01% 1472
2025
Q2 		$362K Buy
3,249
+589
+22% +$71.1K ﹤0.01% 1407
2025
Q1 		$354K Buy
2,660
+770
+41% +$104K ﹤0.01% 1267
2024
Q4 		$238K Buy
1,890
+1,430
+311% +$179K ﹤0.01% 1276
2024
Q3 		$59.6K Buy
460
+400
+667% +$49K ﹤0.01% 1578
2024
Q2 		$6.53K Buy
+60
New +$5.55K ﹤0.01% 1884

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $1.61T 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

Jones Financial Companies's COKE Position: Q1 2026 in Review

Jones Financial Companies increased its Coca-Cola Consolidated (COKE) stake by 33% in Q1 2026, buying an estimated $238K and bringing the position to 5,497 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Jones Financial Companies first reported a position in COKE in Q2 2024 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Jones Financial Companies held 5,497 shares of Coca-Cola Consolidated worth $997K as of Q1 2026.
  • Jones Financial Companies bought 1,358 Coca-Cola Consolidated shares in Q1 2026, an estimated $238K.
  • Coca-Cola Consolidated made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1715 holding.
  • Jones Financial Companies first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 8 quarters since.
  • 584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.