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Oppenheimer & Co’s Coca-Cola Consolidated COKE Stock Holding History

Oppenheimer & Co’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 		– Sell
-3,142
Closed -$482K – 1707
2025
Q4 		$482K Buy
+3,142
New +$461K 0.01% 1085
2024
Q4 		– Sell
-3,200
Closed -$421K – 1566
2024
Q3 		$421K Buy
+3,200
New +$392K 0.01% 1102

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

Oppenheimer & Co's COKE Position: Q1 2026 in Review

Oppenheimer & Co sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3,142 shares — an estimated $482K sold.

Oppenheimer & Co first reported a position in COKE in Q3 2024 and held it in 2 quarters. The position peaked at $482K in Q4 2025. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Oppenheimer & Co reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 3,142 Coca-Cola Consolidated shares in Q1 2026, an estimated $482K.
  • Oppenheimer & Co first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 2 quarters.
  • Oppenheimer & Co's Coca-Cola Consolidated position peaked at $482K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.