LC
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Lindbrook Capital’s Coca-Cola Consolidated COKE Stock Holding History

Lindbrook Capital’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
2025
Q1 		$51.3K Buy
380
+180
+90% +$24.2K ﹤0.01% 993
2024
Q4 		$25.2K Sell
200
-10
-5% -$1.25K ﹤0.01% 1149
2024
Q3 		$27.6K Buy
210
+10
+5% +$1.23K ﹤0.01% 1115
2024
Q2 		$21.7K Hold
200
– – ﹤0.01% 1203
2024
Q1 		$16.9K Hold
200
– – ﹤0.01% 1299
2023
Q4 		$18.6K Hold
200
– – ﹤0.01% 1213
2023
Q3 		$12.7K Hold
200
– – ﹤0.01% 1286
2023
Q2 		$12.7K Hold
200
– – ﹤0.01% 1327
2023
Q1 		$10.7K Sell
200
-40
-17% -$2.07K ﹤0.01% 1411
2022
Q4 		$12.3K Buy
240
+190
+380% +$9.09K ﹤0.01% 1330
2022
Q3 		$2K Sell
50
-20
-29% -$984 ﹤0.01% 2021
2022
Q2 		$4K Buy
70
+20
+40% +$1.04K ﹤0.01% 1626
2022
Q1 		$2K Sell
50
-100
-67% -$5.39K ﹤0.01% 1965
2021
Q4 		$10K Hold
150
– – ﹤0.01% 1255
2021
Q3 		$6K Hold
150
– – ﹤0.01% 1170
2021
Q2 		$6K Buy
+150
New +$5.29K ﹤0.01% 1230

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lindbrook Capital's COKE Position: Q1 2025 in Review

Lindbrook Capital increased its Coca-Cola Consolidated (COKE) stake by 90% in Q1 2025, buying an estimated $24.2K and bringing the position to 380 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Lindbrook Capital first reported a position in COKE in Q2 2021 and has held it in 16 quarters since. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • Lindbrook Capital held 380 shares of Coca-Cola Consolidated worth $51.3K as of Q1 2025.
  • Lindbrook Capital bought 180 Coca-Cola Consolidated shares in Q1 2025, an estimated $24.2K.
  • Coca-Cola Consolidated made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #993 holding.
  • Lindbrook Capital first reported a position in Coca-Cola Consolidated in Q2 2021 and has held it in 16 quarters since.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.