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

Optimum 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	$166K	Buy	1,413 +1,263	+842%	+$146K	0.07%	207
2025 Q2	$16.7K	Buy	150 +50	+50%	+$6.04K	0.01%	458
2025 Q1	$13.5K	Buy	+100	New	+$13.4K	0.01%	483
2021 Q2	–	Sell	-1,000	Closed	-$29K	–	914
2021 Q1	$29K	Hold	1,000	–	–	0.01%	606
2020 Q4	$27K	Hold	1,000	–	–	0.01%	578
2020 Q3	$24K	Hold	1,000	–	–	0.01%	574
2020 Q2	$23K	Hold	1,000	–	–	0.01%	579
2020 Q1	$21K	Hold	1,000	–	–	0.01%	561
2019 Q4	$28K	Hold	1,000	–	–	0.01%	617
2019 Q3	$30K	Buy	+1,000	New	+$31.3K	0.01%	608
2019 Q1	–	Sell	-4,000	Closed	-$71K	–	1003
2018 Q4	$71K	Sell	4,000 -3,000	-43%	-$55.5K	0.02%	406
2018 Q3	$128K	Buy	7,000 +3,000	+75%	+$48.1K	0.04%	368
2018 Q2	$54K	Hold	4,000	–	–	0.02%	517
2018 Q1	$69K	Buy	+4,000	New	+$76.4K	0.02%	466

Other funds holding COKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's COKE Position: Q3 2025 in Review

Optimum Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 842% in Q3 2025, buying an estimated $146K and bringing the position to 1,413 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #207.

Optimum Investment Advisors first reported a position in COKE in Q1 2018 and has held it in 14 quarters since. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

Optimum Investment Advisors held 1,413 shares of Coca-Cola Consolidated worth $166K as of Q3 2025.
Optimum Investment Advisors bought 1,263 Coca-Cola Consolidated shares in Q3 2025, an estimated $146K.
Coca-Cola Consolidated made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #207 holding.
Optimum Investment Advisors first reported a position in Coca-Cola Consolidated in Q1 2018 and has held it in 14 quarters since.
457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.