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Larson Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Larson Financial Group’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 		$316K Sell
1,655
-2,093
-56% -$390K 0.01% 686
2026
Q1 		$719K Sell
3,748
-506
-12% -$88.6K 0.02% 380
2025
Q4 		$652K Sell
4,254
-612
-13% -$89.8K 0.02% 397
2025
Q3 		$570K Buy
4,866
+744
+18% +$86.2K 0.02% 424
2025
Q2 		$460K Buy
4,122
+562
+16% +$67.9K 0.02% 458
2025
Q1 		$481K Buy
3,560
+750
+27% +$101K 0.02% 417
2024
Q4 		$354K Sell
2,810
-310
-10% -$38.8K 0.02% 439
2024
Q3 		$411K Buy
3,120
+1,410
+82% +$173K 0.02% 387
2024
Q2 		$185K Sell
1,710
-20
-1% -$1.85K 0.01% 486
2024
Q1 		$146K Sell
1,730
-20
-1% -$1.72K 0.01% 474
2023
Q4 		$162K Sell
1,750
-20
-1% -$1.45K 0.01% 397
2023
Q3 		$112K Buy
1,770
+1,010
+133% +$67.1K 0.01% 432
2023
Q2 		$48.4K Hold
760
– – ﹤0.01% 568
2023
Q1 		$40.7K Hold
760
– – ﹤0.01% 593
2022
Q4 		$39K Buy
760
+510
+204% +$24.4K ﹤0.01% 568
2022
Q3 		$10K Buy
+250
New +$12.3K ﹤0.01% 787

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 $3.37T AUM 44.26% 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

Larson Financial Group's COKE Position: Q2 2026 in Review

Larson Financial Group reduced its Coca-Cola Consolidated (COKE) stake by 56% in Q2 2026, selling an estimated $390K and leaving 1,655 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #686.

Larson Financial Group first reported a position in COKE in Q3 2022 and has held it in 16 quarters since. The position peaked at $719K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Larson Financial Group held 1,655 shares of Coca-Cola Consolidated worth $316K as of Q2 2026.
  • Larson Financial Group sold 2,093 Coca-Cola Consolidated shares in Q2 2026, an estimated $390K.
  • Coca-Cola Consolidated made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #686 holding.
  • Larson Financial Group first reported a position in Coca-Cola Consolidated in Q3 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Coca-Cola Consolidated position peaked at $719K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.