LPL Financial
COKE icon

LPL Financial’s Coca-Cola Consolidated COKE Stock Holding History

LPL Financial’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 		$12.7M Buy
66,278
+8,382
+14% +$1.47M ﹤0.01% 1802
2025
Q4 		$8.88M Buy
57,896
+97
+0.2% +$14.2K ﹤0.01% 2037
2025
Q3 		$6.77M Sell
57,799
-1,734
-3% -$201K ﹤0.01% 2218
2025
Q2 		$6.65M Buy
59,533
+6,293
+12% +$760K ﹤0.01% 2076
2025
Q1 		$7.19M Buy
53,240
+1,970
+4% +$265K ﹤0.01% 1851
2024
Q4 		$6.46M Buy
51,270
+9,790
+24% +$1.23M ﹤0.01% 1858
2024
Q3 		$5.46M Buy
41,480
+4,620
+13% +$566K ﹤0.01% 1923
2024
Q2 		$4M Sell
36,860
-2,850
-7% -$264K ﹤0.01% 2034
2024
Q1 		$3.36M Sell
39,710
-410
-1% -$35.3K ﹤0.01% 2092
2023
Q4 		$3.73M Sell
40,120
-890
-2% -$64.4K ﹤0.01% 1889
2023
Q3 		$2.61M Buy
41,010
+1,020
+3% +$67.8K ﹤0.01% 2087
2023
Q2 		$2.54M Buy
39,990
+2,190
+6% +$135K ﹤0.01% 2045
2023
Q1 		$2.02M Sell
37,800
-2,240
-6% -$116K ﹤0.01% 2130
2022
Q4 		$2.05M Sell
40,040
-510
-1% -$24.4K ﹤0.01% 2059
2022
Q3 		$1.67M Sell
40,550
-900
-2% -$44.3K ﹤0.01% 2118
2022
Q2 		$2.34M Sell
41,450
-5,990
-13% -$313K ﹤0.01% 1910
2022
Q1 		$2.36M Buy
47,440
+1,320
+3% +$71.1K ﹤0.01% 1923
2021
Q4 		$2.86M Buy
46,120
+4,830
+12% +$238K ﹤0.01% 1833
2021
Q3 		$1.63M Buy
41,290
+4,570
+12% +$182K ﹤0.01% 2213
2021
Q2 		$1.48M Buy
36,720
+6,000
+20% +$211K ﹤0.01% 2224
2021
Q1 		$887K Buy
30,720
+2,050
+7% +$56.3K ﹤0.01% 2501
2020
Q4 		$763K Buy
28,670
+2,390
+9% +$60.8K ﹤0.01% 2407
2020
Q3 		$633K Sell
26,280
-2,240
-8% -$56.1K ﹤0.01% 2286
2020
Q2 		$654K Buy
28,520
+7,530
+36% +$176K ﹤0.01% 2158
2020
Q1 		$438K Sell
20,990
-80
-0.4% -$1.99K ﹤0.01% 2174
2019
Q4 		$599K Sell
21,070
-4,250
-17% -$119K ﹤0.01% 2219
2019
Q3 		$769K Sell
25,320
-700
-3% -$21.9K ﹤0.01% 1921
2019
Q2 		$779K Sell
26,020
-22,950
-47% -$719K ﹤0.01% 1919
2019
Q1 		$1.41M Sell
48,970
-2,010
-4% -$45.9K ﹤0.01% 1419
2018
Q4 		$904K Buy
50,980
+3,420
+7% +$63.3K ﹤0.01% 1608
2018
Q3 		$867K Buy
47,560
+3,030
+7% +$48.5K ﹤0.01% 1788
2018
Q2 		$602K Buy
44,530
+750
+2% +$11.1K ﹤0.01% 2033
2018
Q1 		$756K Buy
43,780
+6,620
+18% +$126K ﹤0.01% 1823
2017
Q4 		$800K Sell
37,160
-190
-0.5% -$4.14K ﹤0.01% 1699
2017
Q3 		$806K Sell
37,350
-2,110
-5% -$46.6K ﹤0.01% 1585
2017
Q2 		$903K Sell
39,460
-1,300
-3% -$28.1K ﹤0.01% 1439
2017
Q1 		$812K Buy
40,760
+1,620
+4% +$28.9K 0.01% 1411
2016
Q4 		$703K Sell
39,140
-550
-1% -$8.63K 0.01% 1449
2016
Q3 		$570K Hold
39,690
– – 0.01% 1592
2016
Q2 		$575K Sell
39,690
-36,430
-48% -$533K ﹤0.01% 1554
2016
Q1 		$1.23M Buy
76,120
+3,660
+5% +$62.2K ﹤0.01% 1528
2015
Q4 		$1.28M Buy
72,460
+30,150
+71% +$588K ﹤0.01% 1477
2015
Q3 		$841K Hold
42,310
– – ﹤0.01% 1369
2015
Q2 		$655K Buy
+42,310
New +$508K ﹤0.01% 1683
2014
Q4 		– Sell
-78,710
Closed -$583K – 2737
2014
Q3 		$583K Buy
+78,710
New +$582K ﹤0.01% 1662

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

LPL Financial's COKE Position: Q1 2026 in Review

LPL Financial increased its Coca-Cola Consolidated (COKE) stake by 14% in Q1 2026, buying an estimated $1.47M and bringing the position to 66,278 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

LPL Financial first reported a position in COKE in Q3 2014 and has held it in 45 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • LPL Financial held 66,278 shares of Coca-Cola Consolidated worth $12.7M as of Q1 2026.
  • LPL Financial bought 8,382 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.47M.
  • Coca-Cola Consolidated made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1802 holding.
  • LPL Financial first reported a position in Coca-Cola Consolidated in Q3 2014 and has held it in 45 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.