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Mount Yale Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-50
Closed -$5.62K – 851
2025
Q2 		$5.62K Buy
+50
New +$6.04K ﹤0.01% 1222

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mount Yale Investment Advisors's COKE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 50 shares — an estimated $5.62K sold.

Mount Yale Investment Advisors first reported a position in COKE in Q2 2025 and held it in 1 quarter. The position peaked at $5.62K in Q2 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 50 Coca-Cola Consolidated shares in Q3 2025, an estimated $5.62K.
  • Mount Yale Investment Advisors first reported a position in Coca-Cola Consolidated in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Coca-Cola Consolidated position peaked at $5.62K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.