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Montgomery Financial Services’s Coca-Cola Consolidated COKE Stock Holding History

Montgomery Financial Services’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 		$9.55K Buy
+50
New +$9.31K 0.01% 178

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Montgomery Financial Services's COKE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 50 shares worth $9.55K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings.

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

  • Montgomery Financial Services held 50 shares of Coca-Cola Consolidated worth $9.55K as of Q2 2026.
  • Coca-Cola Consolidated was a new Montgomery Financial Services position in Q2 2026.
  • Coca-Cola Consolidated made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #178 holding.
  • 572 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.