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

Legacy 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
Q2 		$297K Buy
+1,555
New +$290K 0.03% 243
2019
Q3 		– Sell
-30
Closed -$1K – 159
2019
Q2 		$1K Hold
30
– – ﹤0.01% 354
2019
Q1 		$1K Buy
+30
New +$686 ﹤0.01% 390

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

Legacy Advisors's COKE Position: Q2 2026 in Review

Legacy Advisors opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 1,555 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #243 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in COKE as recently as Q2 2019.

Legacy Advisors first reported a position in COKE in Q1 2019 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Legacy Advisors held 1,555 shares of Coca-Cola Consolidated worth $297K as of Q2 2026.
  • Coca-Cola Consolidated was a new Legacy Advisors position in Q2 2026.
  • Coca-Cola Consolidated made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #243 holding.
  • Legacy Advisors first reported a position in Coca-Cola Consolidated in Q1 2019 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.