Modera Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Modera Wealth Management’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	$267K	Buy	+1,397	New	+$260K	﹤0.01%	576

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Modera Wealth Management's COKE Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 1,397 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings.

610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Modera Wealth Management held 1,397 shares of Coca-Cola Consolidated worth $267K as of Q2 2026.
Coca-Cola Consolidated was a new Modera Wealth Management position in Q2 2026.
Coca-Cola Consolidated made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #576 holding.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.