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Monument Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

Monument Capital 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
Q1 		$228K Sell
1,188
-180
-13% -$31.5K 0.06% 196
2025
Q4 		$210K Buy
+1,368
New +$201K 0.05% 204
2025
Q3 		– Sell
-2,302
Closed -$257K – 235
2025
Q2 		$257K Sell
2,302
-37,248
-94% -$4.5M 0.07% 188
2025
Q1 		$5.34M Buy
39,550
+100
+0.3% +$13.4K 1.64% 11
2024
Q4 		$4.97M Sell
39,450
-350
-0.9% -$43.8K 1.37% 15
2024
Q3 		$5.24M Sell
39,800
-120
-0.3% -$14.7K 1.45% 12
2024
Q2 		$4.33M Buy
39,920
+1,310
+3% +$121K 1.27% 20
2024
Q1 		$3.27M Buy
38,610
+230
+0.6% +$19.8K 0.94% 33
2023
Q4 		$3.56M Sell
38,380
-300
-0.8% -$21.7K 1.15% 18
2023
Q3 		$2.46M Sell
38,680
-1,410
-4% -$93.7K 0.83% 37
2023
Q2 		$2.55M Sell
40,090
-1,440
-3% -$89.1K 0.81% 37
2023
Q1 		$2.22M Sell
41,530
-480
-1% -$24.8K 0.74% 41
2022
Q4 		$2.15M Buy
+42,010
New +$2.01M 0.74% 43

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

Monument Capital Management's COKE Position: Q1 2026 in Review

Monument Capital Management reduced its Coca-Cola Consolidated (COKE) stake by 13% in Q1 2026, selling an estimated $31.5K and leaving 1,188 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #196.

Monument Capital Management first reported a position in COKE in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.34M in Q1 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Monument Capital Management held 1,188 shares of Coca-Cola Consolidated worth $228K as of Q1 2026.
  • Monument Capital Management sold 180 Coca-Cola Consolidated shares in Q1 2026, an estimated $31.5K.
  • Coca-Cola Consolidated made up 0.06% of Monument Capital Management's portfolio in Q1 2026, its #196 holding.
  • Monument Capital Management first reported a position in Coca-Cola Consolidated in Q4 2022 and has held it in 13 quarters since.
  • Monument Capital Management's Coca-Cola Consolidated position peaked at $5.34M in Q1 2025.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.