KF
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Krilogy Financial’s Coca-Cola Consolidated COKE Stock Holding History

Krilogy Financial’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 		$303K Sell
1,627
-171
-10% -$29.9K 0.01% 740
2025
Q4 		$268K Sell
1,798
-90
-5% -$13.2K 0.01% 771
2025
Q3 		$254K Buy
+1,888
New +$219K 0.01% 743

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

Krilogy Financial's COKE Position: Q1 2026 in Review

Krilogy Financial reduced its Coca-Cola Consolidated (COKE) stake by 9.5% in Q1 2026, selling an estimated $29.9K and leaving 1,627 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #740.

Krilogy Financial first reported a position in COKE in Q3 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Krilogy Financial held 1,627 shares of Coca-Cola Consolidated worth $303K as of Q1 2026.
  • Krilogy Financial sold 171 Coca-Cola Consolidated shares in Q1 2026, an estimated $29.9K.
  • Coca-Cola Consolidated made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #740 holding.
  • Krilogy Financial first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.