Kathleen S. Wright Associates’s Coca-Cola Consolidated COKE Stock Holding History

Kathleen S. Wright Associates’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 Q3	$727K	Hold	11,000	–	–	0.27%	65
2025 Q2	$760K	Sell	11,000 -99,000	-90%	-$12M	0.3%	61
2025 Q1	$786K	Hold	110,000	–	–	0.32%	59
2024 Q4	$681K	Hold	110,000	–	–	0.28%	67
2024 Q3	$761K	Hold	110,000	–	–	0.31%	57
2024 Q2	$699K	Hold	110,000	–	–	0.32%	60
2024 Q1	$645K	Hold	110,000	–	–	0.3%	59
2023 Q4	$659K	Hold	110,000	–	–	0.34%	58
2023 Q3	$592K	Buy	+110,000	New	+$7.31M	0.33%	60

Other funds holding COKE

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kathleen S. Wright Associates's COKE Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Coca-Cola Consolidated (COKE) position steady in Q3 2025 at 11,000 shares worth $727K. The position accounts for 0.27% of the portfolio, ranked #65.

Kathleen S. Wright Associates first reported a position in COKE in Q3 2023 and has held it in 9 quarters since. The position peaked at $786K in Q1 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

Kathleen S. Wright Associates held 11,000 shares of Coca-Cola Consolidated worth $727K as of Q3 2025.
Kathleen S. Wright Associates left its Coca-Cola Consolidated share count unchanged in Q3 2025.
Coca-Cola Consolidated made up 0.27% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #65 holding.
Kathleen S. Wright Associates first reported a position in Coca-Cola Consolidated in Q3 2023 and has held it in 9 quarters since.
Kathleen S. Wright Associates's Coca-Cola Consolidated position peaked at $786K in Q1 2025.
457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.