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

Modern 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 		– Sell
-997
Closed -$200K – 1116
2026
Q1 		$200K Buy
+997
New +$175K ﹤0.01% 844

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Modern Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 997 shares — an estimated $200K sold.

Modern Wealth Management first reported a position in COKE in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Modern Wealth Management reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 997 Coca-Cola Consolidated shares in Q2 2026, an estimated $200K.
  • Modern Wealth Management first reported a position in Coca-Cola Consolidated in Q1 2026 and held it in 1 quarter.
  • Modern Wealth Management's Coca-Cola Consolidated position peaked at $200K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.