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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
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
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

Moneta Group Investment Advisors's COKE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 25% in Q1 2026, buying an estimated $189K and bringing the position to 5,407 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #354.

Moneta Group Investment Advisors first reported a position in COKE in Q4 2023 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Moneta Group Investment Advisors held 5,407 shares of Coca-Cola Consolidated worth $1.04M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,082 Coca-Cola Consolidated shares in Q1 2026, an estimated $189K.
  • Coca-Cola Consolidated made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #354 holding.
  • Moneta Group Investment Advisors first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 10 quarters since.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.