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LRI Investments’s Coca-Cola Consolidated COKE Stock Holding History

LRI Investments’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 		$15.3K Sell
80
-70
-47% -$13K ﹤0.01% 847
2026
Q1 		$28.8K Hold
150
– – ﹤0.01% 616
2025
Q4 		$23K Hold
150
– – ﹤0.01% 666
2025
Q3 		$17.6K Hold
150
– – ﹤0.01% 751
2025
Q2 		$16.7K Hold
150
– – ﹤0.01% 741
2025
Q1 		$20.3K Hold
150
– – ﹤0.01% 673
2024
Q4 		$18.9K Hold
150
– – ﹤0.01% 676
2024
Q3 		$18.2K Hold
150
– – ﹤0.01% 668
2024
Q2 		$16.3K Hold
150
– – ﹤0.01% 646
2024
Q1 		$12.7K Buy
+150
New +$12.9K ﹤0.01% 456

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

LRI Investments's COKE Position: Q2 2026 in Review

LRI Investments reduced its Coca-Cola Consolidated (COKE) stake by 47% in Q2 2026, selling an estimated $13K and leaving 80 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

LRI Investments first reported a position in COKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.8K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • LRI Investments held 80 shares of Coca-Cola Consolidated worth $15.3K as of Q2 2026.
  • LRI Investments sold 70 Coca-Cola Consolidated shares in Q2 2026, an estimated $13K.
  • Coca-Cola Consolidated made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #847 holding.
  • LRI Investments first reported a position in Coca-Cola Consolidated in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Coca-Cola Consolidated position peaked at $28.8K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.