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Kestra Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Kestra Investment Management’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 		$1.05M Buy
+5,461
New +$956K 0.02% 202

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

Kestra Investment Management's COKE Position: Q1 2026 in Review

Kestra Investment Management opened a new position in Coca-Cola Consolidated (COKE) in Q1 2026: 5,461 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Kestra Investment Management held 5,461 shares of Coca-Cola Consolidated worth $1.05M as of Q1 2026.
  • Coca-Cola Consolidated was a new Kestra Investment Management position in Q1 2026.
  • Coca-Cola Consolidated made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #202 holding.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.