Kovitz Investment Group Partners
COKE icon

Kovitz Investment Group Partners’s Coca-Cola Consolidated COKE Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-9,904
Closed -$1.16M – 616
2025
Q3 		$1.16M Buy
9,904
+572
+6% +$66.3K ﹤0.01% 805
2025
Q2 		$1.04M Sell
9,332
-188
-2% -$22.7K ﹤0.01% 799
2025
Q1 		$1.29M Buy
9,520
+180
+2% +$24.2K 0.01% 680
2024
Q4 		$1.18M Buy
+9,340
New +$1.17M 0.01% 687

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovitz Investment Group Partners's COKE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 9,904 shares — an estimated $1.16M sold.

Kovitz Investment Group Partners first reported a position in COKE in Q4 2024 and held it in 4 quarters. The position peaked at $1.29M in Q1 2025. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,904 Coca-Cola Consolidated shares in Q4 2025, an estimated $1.16M.
  • Kovitz Investment Group Partners first reported a position in Coca-Cola Consolidated in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Coca-Cola Consolidated position peaked at $1.29M in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.