Mark Sheptoff Financial Planning’s Coca-Cola Consolidated COKE Stock Holding History

Mark Sheptoff Financial Planning’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	$43.1K	Hold	200	–	–	0.02%	191
2025 Q4	$30.7K	Hold	200	–	–	0.01%	236
2025 Q3	$23.4K	Hold	200	–	–	0.01%	263
2025 Q2	$22.3K	Hold	200	–	–	0.01%	261
2025 Q1	$27K	Hold	200	–	–	0.01%	223
2024 Q4	$25.2K	Hold	200	–	–	0.01%	240
2024 Q3	$26.3K	Hold	200	–	–	0.01%	227
2024 Q2	$21.7K	Hold	200	–	–	0.01%	248
2024 Q1	$16.9K	Hold	200	–	–	0.01%	250
2023 Q4	$18.6K	Hold	200	–	–	0.01%	236
2023 Q3	$12.7K	Hold	200	–	–	0.01%	251
2023 Q2	$12.7K	Hold	200	–	–	0.01%	259
2023 Q1	$10.7K	Hold	200	–	–	0.01%	259
2022 Q4	$10.2K	Hold	200	–	–	0.01%	265
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	265
2022 Q2	$11K	Hold	200	–	–	0.01%	251
2022 Q1	$10K	Hold	200	–	–	0.01%	295
2021 Q4	$12K	Hold	200	–	–	0.01%	298
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	318
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	339
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	309
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	307
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	269
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	296
2020 Q1	$4K	Buy	+200	New	+$4.98K	﹤0.01%	278

Other funds holding COKE

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's COKE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 200 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #191.

Mark Sheptoff Financial Planning first reported a position in COKE in Q1 2020 and has held it in 25 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Mark Sheptoff Financial Planning held 200 shares of Coca-Cola Consolidated worth $43.1K as of Q1 2026.
Mark Sheptoff Financial Planning left its Coca-Cola Consolidated share count unchanged in Q1 2026.
Coca-Cola Consolidated made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #191 holding.
Mark Sheptoff Financial Planning first reported a position in Coca-Cola Consolidated in Q1 2020 and has held it in 25 quarters since.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.