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Legacy Wealth Management (Idaho)’s Coca-Cola Consolidated COKE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-23
Closed -$4.41K – 339
2026
Q1 		$4.41K Hold
23
– – ﹤0.01% 641
2025
Q4 		$3.53K Buy
+23
New +$3.37K ﹤0.01% 586
2025
Q2 		– Sell
-10
Closed -$1.35K – 771
2025
Q1 		$1.35K Hold
10
– – ﹤0.01% 598
2024
Q4 		$1.37K Buy
+10
New +$1.25K ﹤0.01% 555

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 Management (Idaho)'s COKE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 23 shares — an estimated $4.41K sold.

Legacy Wealth Management (Idaho) first reported a position in COKE in Q4 2024 and held it in 4 quarters. The position peaked at $4.41K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 23 Coca-Cola Consolidated shares in Q2 2026, an estimated $4.41K.
  • Legacy Wealth Management (Idaho) first reported a position in Coca-Cola Consolidated in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Coca-Cola Consolidated position peaked at $4.41K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.