Nisa Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.59M | Buy |
23,923
+5,905
| +33% | +$1.03M | 0.02% | 407 |
|
|
2025
Q4 | $2.76M | Buy |
18,018
+16,898
| +1,509% | +$2.48M | 0.01% | 541 |
|
|
2025
Q3 | $131K | Hold |
1,120
| – | – | ﹤0.01% | 1363 |
|
|
2025
Q2 | $125K | Sell |
1,120
-8,240
| -88% | -$995K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $1.26M | Buy |
9,360
+7,620
| +438% | +$1.02M | 0.01% | 764 |
|
|
2024
Q4 | $219K | Sell |
1,740
-10
| -0.6% | -$1.25K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $230K | Sell |
1,750
-510
| -23% | -$62.5K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $245K | Sell |
2,260
-1,870
| -45% | -$173K | ﹤0.01% | 1263 |
|
|
2024
Q1 | $350K | Buy |
4,130
+1,050
| +34% | +$90.5K | ﹤0.01% | 1190 |
|
|
2023
Q4 | $286K | Buy |
3,080
+1,000
| +48% | +$72.4K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $132K | Hold |
2,080
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q2 | $132K | Sell |
2,080
-200
| -9% | -$12.4K | ﹤0.01% | 1439 |
|
|
2023
Q1 | $122K | Sell |
2,280
-4,650
| -67% | -$240K | ﹤0.01% | 1449 |
|
|
2022
Q4 | $355K | Buy |
6,930
+5,000
| +259% | +$239K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $94K | Buy |
1,930
+80
| +4% | +$3.94K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $104K | Sell |
1,850
-1,000
| -35% | -$52.2K | ﹤0.01% | 1494 |
|
|
2022
Q1 | $142K | Sell |
2,850
-650
| -19% | -$35K | ﹤0.01% | 1502 |
|
|
2021
Q4 | $201K | Buy |
3,500
+450
| +15% | +$22.2K | ﹤0.01% | 1267 |
|
|
2021
Q3 | $120 | Hold |
3,050
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q2 | $123 | Sell |
3,050
-3,500
| -53% | -$123K | ﹤0.01% | 1590 |
|
|
2021
Q1 | $189 | Sell |
6,550
-2,000
| -23% | -$55K | ﹤0.01% | 1511 |
|
|
2020
Q4 | $228K | Sell |
8,550
-3,500
| -29% | -$89K | ﹤0.01% | 1419 |
|
|
2020
Q3 | $290K | Buy |
12,050
+1,500
| +14% | +$37.6K | ﹤0.01% | 1201 |
|
|
2020
Q2 | $242K | Buy |
10,550
+100
| +1% | +$2.34K | ﹤0.01% | 1237 |
|
|
2020
Q1 | $218K | Hold |
10,450
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q4 | $297K | Hold |
10,450
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q3 | $318K | Buy |
10,450
+200
| +2% | +$6.25K | ﹤0.01% | 1217 |
|
|
2019
Q2 | $307K | Hold |
10,250
| – | – | ﹤0.01% | 1211 |
|
|
2019
Q1 | $295K | Hold |
10,250
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q4 | $182K | Hold |
10,250
| – | – | ﹤0.01% | 1264 |
|
|
2018
Q3 | $187K | Hold |
10,250
| – | – | ﹤0.01% | 1330 |
|
|
2018
Q2 | $139K | Hold |
10,250
| – | – | ﹤0.01% | 1319 |
|
|
2018
Q1 | $191K | Buy |
10,250
+250
| +3% | +$4.78K | ﹤0.01% | 1249 |
|
|
2017
Q4 | $215K | Hold |
10,000
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q3 | $216K | Hold |
10,000
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q2 | $228K | Hold |
10,000
| – | – | ﹤0.01% | 1206 |
|
|
2017
Q1 | $206K | Hold |
10,000
| – | – | ﹤0.01% | 1244 |
|
|
2016
Q4 | $179K | Hold |
10,000
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q3 | $148K | Hold |
10,000
| – | – | ﹤0.01% | 1278 |
|
|
2016
Q2 | $147K | Hold |
10,000
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q1 | $160K | Buy |
+10,000
| New | +$170K | ﹤0.01% | 1275 |
|
Other funds holding COKE
VPM
VCM
DT
Nisa Investment Advisors's COKE Position: Q1 2026 in Review
Nisa Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 33% in Q1 2026, buying an estimated $1.03M and bringing the position to 23,923 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #407.
Nisa Investment Advisors first reported a position in COKE in Q1 2016 and has held it in 41 quarters since. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.
- Nisa Investment Advisors held 23,923 shares of Coca-Cola Consolidated worth $4.59M as of Q1 2026.
- Nisa Investment Advisors bought 5,905 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.03M.
- Coca-Cola Consolidated made up 0.02% of Nisa Investment Advisors's portfolio in Q1 2026, its #407 holding.
- Nisa Investment Advisors first reported a position in Coca-Cola Consolidated in Q1 2016 and has held it in 41 quarters since.
- 584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.