MFG
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Mendota Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Mendota Financial 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 		– Sell
-110
Closed -$16.9K – 42
2025
Q4 		$16.9K Hold
110
– – 0.01% 81
2025
Q3 		$12.9K Hold
110
– – 0.01% 91
2025
Q2 		$12.3K Hold
110
– – 0.01% 73
2025
Q1 		$14.8K Hold
110
– – 0.02% 71
2024
Q4 		$13.9K Sell
110
-540
-83% -$67.6K 0.01% 229
2024
Q3 		$85.6K Sell
650
-490
-43% -$60K 0.04% 129
2024
Q2 		$124K Hold
1,140
– – 0.07% 108
2024
Q1 		$96.5K Sell
1,140
-90
-7% -$7.76K 0.06% 133
2023
Q4 		$114K Hold
1,230
– – 0.09% 137
2023
Q3 		$78.3K Hold
1,230
– – 0.08% 111
2023
Q2 		$78.2K Buy
+1,230
New +$76.1K 0.09% 107

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mendota Financial Group's COKE Position: Q1 2026 in Review

Mendota Financial Group sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 110 shares — an estimated $16.9K sold.

Mendota Financial Group first reported a position in COKE in Q2 2023 and held it in 11 quarters. The position peaked at $124K in Q2 2024. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Mendota Financial Group reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 110 Coca-Cola Consolidated shares in Q1 2026, an estimated $16.9K.
  • Mendota Financial Group first reported a position in Coca-Cola Consolidated in Q2 2023 and held it in 11 quarters.
  • Mendota Financial Group's Coca-Cola Consolidated position peaked at $124K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.