Lido Advisors
COKE icon

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

Lido 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
Q1 		$1.21M Buy
6,311
+473
+8% +$82.8K ﹤0.01% 891
2025
Q4 		$718K Buy
5,838
+2
+0% +$293 ﹤0.01% 1144
2025
Q3 		$684K Sell
5,836
-7
-0.1% -$811 ﹤0.01% 1100
2025
Q2 		$652K Buy
5,843
+1,263
+28% +$153K ﹤0.01% 1009
2025
Q1 		$620K Buy
4,580
+40
+0.9% +$5.38K ﹤0.01% 950
2024
Q4 		$572K Buy
4,540
+10
+0.2% +$1.25K ﹤0.01% 966
2024
Q3 		$598K Hold
4,530
– – ﹤0.01% 895
2024
Q2 		$493K Sell
4,530
-10
-0.2% -$926 ﹤0.01% 933
2024
Q1 		$384K Sell
4,540
-110
-2% -$9.48K ﹤0.01% 977
2023
Q4 		$431K Sell
4,650
-1,710
-27% -$124K ﹤0.01% 912
2023
Q3 		$405K Buy
6,360
+2,060
+48% +$137K ﹤0.01% 809
2023
Q2 		$274K Buy
+4,300
New +$266K ﹤0.01% 973
2022
Q2 		– Sell
-8,340
Closed -$414K – 963
2022
Q1 		$414K Buy
+8,340
New +$449K ﹤0.01% 663

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's COKE Position: Q1 2026 in Review

Lido Advisors increased its Coca-Cola Consolidated (COKE) stake by 8.1% in Q1 2026, buying an estimated $82.8K and bringing the position to 6,311 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Lido Advisors first reported a position in COKE in Q1 2022 and has held it in 13 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Lido Advisors held 6,311 shares of Coca-Cola Consolidated worth $1.21M as of Q1 2026.
  • Lido Advisors bought 473 Coca-Cola Consolidated shares in Q1 2026, an estimated $82.8K.
  • Coca-Cola Consolidated made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #891 holding.
  • Lido Advisors first reported a position in Coca-Cola Consolidated in Q1 2022 and has held it in 13 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.