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

Legacy Wealth Asset 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 		$773K Buy
4,048
+15
+0.4% +$2.79K 0.17% 176
2026
Q1 		$773K Buy
4,033
+12
+0.3% +$2.1K 0.19% 174
2025
Q4 		$616K Buy
4,021
+89
+2% +$13.1K 0.15% 222
2025
Q3 		$461K Buy
+3,932
New +$456K 0.11% 267

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

Legacy Wealth Asset Management increased its Coca-Cola Consolidated (COKE) stake by 0.37% in Q2 2026, buying an estimated $2.79K and bringing the position to 4,048 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #176.

Legacy Wealth Asset Management first reported a position in COKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $773K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Legacy Wealth Asset Management held 4,048 shares of Coca-Cola Consolidated worth $773K as of Q2 2026.
  • Legacy Wealth Asset Management bought 15 Coca-Cola Consolidated shares in Q2 2026, an estimated $2.79K.
  • Coca-Cola Consolidated made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #176 holding.
  • Legacy Wealth Asset Management first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Asset Management's Coca-Cola Consolidated position peaked at $773K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.