KI
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Kapitalo Investimentos’s Coca-Cola Consolidated COKE Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-2,050
Closed -$258K – 131
2024
Q4 		$258K Sell
2,050
-2,100
-51% -$263K 0.17% 58
2024
Q3 		$546K Buy
4,150
+1,430
+53% +$175K 0.13% 44
2024
Q2 		$295K Sell
2,720
-8,240
-75% -$763K 0.09% 88
2024
Q1 		$928K Buy
10,960
+3,280
+43% +$283K 0.2% 46
2023
Q4 		$713K Sell
7,680
-12,620
-62% -$914K 0.15% 55
2023
Q3 		$1.29M Buy
20,300
+18,050
+802% +$1.2M 0.18% 35
2023
Q2 		$143K Buy
+2,250
New +$139K 0.03% 301

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kapitalo Investimentos's COKE Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Coca-Cola Consolidated (COKE) in Q1 2025, closing a stake of 2,050 shares — an estimated $258K sold.

Kapitalo Investimentos first reported a position in COKE in Q2 2023 and held it in 7 quarters. The position peaked at $1.29M in Q3 2023. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Coca-Cola Consolidated position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,050 Coca-Cola Consolidated shares in Q1 2025, an estimated $258K.
  • Kapitalo Investimentos first reported a position in Coca-Cola Consolidated in Q2 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's Coca-Cola Consolidated position peaked at $1.29M in Q3 2023.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.