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Medallion Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Medallion Wealth Advisors’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 		$163K Hold
850
– – 0.05% 278
2025
Q4 		$130K Sell
850
-200
-19% -$29.3K 0.04% 311
2025
Q3 		$123K Buy
1,050
+200
+24% +$23.2K 0.04% 316
2025
Q2 		$98.3K Hold
850
– – 0.04% 348
2025
Q1 		$118K Hold
850
– – 0.05% 280
2024
Q4 		$107K Buy
+850
New +$106K 0.05% 283

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

Medallion Wealth Advisors's COKE Position: Q1 2026 in Review

Medallion Wealth Advisors held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 850 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #278.

Medallion Wealth Advisors first reported a position in COKE in Q4 2024 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Medallion Wealth Advisors held 850 shares of Coca-Cola Consolidated worth $163K as of Q1 2026.
  • Medallion Wealth Advisors left its Coca-Cola Consolidated share count unchanged in Q1 2026.
  • Coca-Cola Consolidated made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #278 holding.
  • Medallion Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2024 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.