Measured Wealth Private Client Group’s Coca-Cola Consolidated COKE Stock Holding History

Measured Wealth Private Client Group’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	$53.9K	Sell	281 -303	-52%	-$53.1K	0.01%	286
2025 Q4	$89.6K	Sell	584 -246	-30%	-$36.1K	0.02%	252
2025 Q3	$97.3K	Buy	+830	New	+$96.2K	0.03%	243
2025 Q2	–	Sell	-3,020	Closed	-$408K	–	184
2025 Q1	$408K	Sell	3,020 -130	-4%	-$17.5K	0.13%	110
2024 Q4	$397K	Sell	3,150 -160	-5%	-$20K	0.13%	105
2024 Q3	$436K	Sell	3,310 -340	-9%	-$41.7K	0.15%	93
2024 Q2	$396K	Buy	3,650 +490	+16%	+$45.4K	0.14%	119
2024 Q1	$267K	Buy	3,160 +190	+6%	+$16.4K	0.09%	159
2023 Q4	$276K	Buy	+2,970	New	+$215K	0.1%	144

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

Measured Wealth Private Client Group's COKE Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Coca-Cola Consolidated (COKE) stake by 52% in Q1 2026, selling an estimated $53.1K and leaving 281 shares worth $53.9K. The position accounts for 0.01% of the portfolio, ranked #286.

Measured Wealth Private Client Group first reported a position in COKE in Q4 2023 and has held it in 9 quarters since. The position peaked at $436K in Q3 2024. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Measured Wealth Private Client Group held 281 shares of Coca-Cola Consolidated worth $53.9K as of Q1 2026.
Measured Wealth Private Client Group sold 303 Coca-Cola Consolidated shares in Q1 2026, an estimated $53.1K.
Coca-Cola Consolidated made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #286 holding.
Measured Wealth Private Client Group first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Coca-Cola Consolidated position peaked at $436K in Q3 2024.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.