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Laidlaw Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Laidlaw Wealth 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
Q2 		$260K Buy
+1,362
New +$254K 0.74% 47
2026
Q1 		– Sell
-1,336
Closed -$205K – 51
2025
Q4 		$205K Buy
+1,336
New +$196K 0.63% 44

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laidlaw Wealth Management's COKE Position: Q2 2026 in Review

Laidlaw Wealth Management opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 1,362 shares worth $260K. The stake represents 0.74% of the portfolio and ranks #47 among its holdings. This is a return to the name: Laidlaw Wealth Management previously reported a position in COKE as recently as Q4 2025.

Laidlaw Wealth Management first reported a position in COKE in Q4 2025 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Laidlaw Wealth Management held 1,362 shares of Coca-Cola Consolidated worth $260K as of Q2 2026.
  • Coca-Cola Consolidated was a new Laidlaw Wealth Management position in Q2 2026.
  • Coca-Cola Consolidated made up 0.74% of Laidlaw Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Laidlaw Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.