Moneta Group Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Moneta Group Investment 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 Q2	$1.03M	Buy	5,409 +2	+0%	+$372	0.01%	387
2026 Q1	$1.04M	Buy	5,407 +1,082	+25%	+$189K	0.01%	354
2025 Q4	$663K	Sell	4,325 -479	-10%	-$70.3K	0.01%	438
2025 Q3	$563K	Buy	4,804 +2	+0%	+$232	﹤0.01%	463
2025 Q2	$536K	Sell	4,802 -348	-7%	-$42K	0.01%	423
2025 Q1	$695K	Hold	5,150	–	–	0.01%	348
2024 Q4	$649K	Buy	5,150 +200	+4%	+$25K	0.01%	350
2024 Q3	$651K	Buy	4,950 +800	+19%	+$98K	0.01%	352
2024 Q2	$450K	Buy	4,150 +1,520	+58%	+$141K	0.01%	408
2024 Q1	$222K	Buy	2,630 +10	+0.4%	+$862	﹤0.01%	557
2023 Q4	$243K	Buy	+2,620	New	+$190K	﹤0.01%	491

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

Moneta Group Investment Advisors's COKE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 0.04% in Q2 2026, buying an estimated $372 and bringing the position to 5,409 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #387.

Moneta Group Investment Advisors first reported a position in COKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2026. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Moneta Group Investment Advisors held 5,409 shares of Coca-Cola Consolidated worth $1.03M as of Q2 2026.
Moneta Group Investment Advisors bought 2 Coca-Cola Consolidated shares in Q2 2026, an estimated $372.
Coca-Cola Consolidated made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #387 holding.
Moneta Group Investment Advisors first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 11 quarters since.
Moneta Group Investment Advisors's Coca-Cola Consolidated position peaked at $1.04M in Q1 2026.
612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.