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COKE icon

NewEdge Advisors’s Coca-Cola Consolidated COKE Stock Holding History

NewEdge 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 		$1.59M Buy
8,301
+533
+7% +$93.3K 0.01% 1221
2025
Q4 		$1.19M Sell
7,768
-808
-9% -$119K ﹤0.01% 1379
2025
Q3 		$1M Sell
8,576
-24,526
-74% -$2.84M ﹤0.01% 1402
2025
Q2 		$3.7M Buy
33,102
+4,712
+17% +$569K 0.02% 692
2025
Q1 		$3.83M Buy
28,390
+2,240
+9% +$301K 0.02% 595
2024
Q4 		$3.29M Buy
26,150
+3,580
+16% +$448K 0.02% 630
2024
Q3 		$2.97M Buy
22,570
+940
+4% +$115K 0.02% 641
2024
Q2 		$2.35M Sell
21,630
-1,080
-5% -$100K 0.02% 684
2024
Q1 		$1.92M Buy
22,710
+50
+0.2% +$4.31K 0.02% 710
2023
Q4 		$2.04M Buy
22,660
+3,580
+19% +$259K 0.02% 651
2023
Q3 		$1.21M Buy
19,080
+13,370
+234% +$889K 0.01% 776
2023
Q2 		$363K Buy
5,710
+4,960
+661% +$307K ﹤0.01% 1369
2023
Q1 		$40K Sell
750
-1,490
-67% -$76.9K ﹤0.01% 2091
2022
Q4 		$76.9K Buy
+2,240
New +$107K ﹤0.01% 1551
2017
Q3 		– Sell
-500
Closed -$11.3K – 501
2017
Q2 		$11.3K Buy
+500
New +$10.8K ﹤0.01% 914

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

NewEdge Advisors's COKE Position: Q1 2026 in Review

NewEdge Advisors increased its Coca-Cola Consolidated (COKE) stake by 6.9% in Q1 2026, buying an estimated $93.3K and bringing the position to 8,301 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #1221.

NewEdge Advisors first reported a position in COKE in Q2 2017 and has held it in 15 quarters since. The position peaked at $3.83M in Q1 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • NewEdge Advisors held 8,301 shares of Coca-Cola Consolidated worth $1.59M as of Q1 2026.
  • NewEdge Advisors bought 533 Coca-Cola Consolidated shares in Q1 2026, an estimated $93.3K.
  • Coca-Cola Consolidated made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1221 holding.
  • NewEdge Advisors first reported a position in Coca-Cola Consolidated in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Coca-Cola Consolidated position peaked at $3.83M in Q1 2025.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.