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Journey Strategic Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Journey Strategic Wealth’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 		$399K Buy
2,081
+30
+1% +$5.25K 0.01% 419
2025
Q4 		$314K Sell
2,051
-2
-0.1% -$293 0.01% 491
2025
Q3 		$241K Buy
2,053
+109
+6% +$12.6K 0.01% 573
2025
Q2 		$217K Buy
1,944
+64
+3% +$7.73K 0.01% 585
2025
Q1 		$254K Hold
1,880
– – 0.01% 388
2024
Q4 		$237K Hold
1,880
– – 0.01% 411
2024
Q3 		$247K Buy
+1,880
New +$230K 0.01% 387

Other funds holding COKE

BlackRock
BlackRock New York $5.72T 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 $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

Journey Strategic Wealth's COKE Position: Q1 2026 in Review

Journey Strategic Wealth increased its Coca-Cola Consolidated (COKE) stake by 1.5% in Q1 2026, buying an estimated $5.25K and bringing the position to 2,081 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #419.

Journey Strategic Wealth first reported a position in COKE in Q3 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Journey Strategic Wealth held 2,081 shares of Coca-Cola Consolidated worth $399K as of Q1 2026.
  • Journey Strategic Wealth bought 30 Coca-Cola Consolidated shares in Q1 2026, an estimated $5.25K.
  • Coca-Cola Consolidated made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #419 holding.
  • Journey Strategic Wealth first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 7 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.