Kovack Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Kovack Advisors’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	–	Sell	-1,359	Closed	-$208K	–	1029
2025 Q4	$208K	Buy	+1,359	New	+$199K	0.01%	930

Other funds holding COKE

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 Wheaton, Illinois $140B AUM 27.84% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovack Advisors's COKE Position: Q1 2026 in Review

Kovack Advisors sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 1,359 shares — an estimated $208K sold.

Kovack Advisors first reported a position in COKE in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Kovack Advisors reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 1,359 Coca-Cola Consolidated shares in Q1 2026, an estimated $208K.
Kovack Advisors first reported a position in Coca-Cola Consolidated in Q4 2025 and held it in 1 quarter.
Kovack Advisors's Coca-Cola Consolidated position peaked at $208K in Q4 2025.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.