Optima Capital’s Coca-Cola Consolidated COKE Stock Holding History

Optima Capital’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	-7	Closed	-$1.07K	–	376
2025 Q4	$1.07K	Buy	+7	New	+$1.03K	﹤0.01%	933

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optima Capital's COKE Position: Q1 2026 in Review

Optima Capital sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 7 shares — an estimated $1.07K sold.

Optima Capital first reported a position in COKE in Q4 2025 and held it in 1 quarter. The position peaked at $1.07K in Q4 2025. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Optima Capital reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 7 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.07K.
Optima Capital first reported a position in Coca-Cola Consolidated in Q4 2025 and held it in 1 quarter.
Optima Capital's Coca-Cola Consolidated position peaked at $1.07K in Q4 2025.
587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.