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Outlook Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-1,140
Closed -$219K – 308
2026
Q1 		$219K Buy
+1,140
New +$200K 0.05% 298

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Outlook Wealth Advisors's COKE Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 1,140 shares — an estimated $219K sold.

Outlook Wealth Advisors first reported a position in COKE in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,140 Coca-Cola Consolidated shares in Q2 2026, an estimated $219K.
  • Outlook Wealth Advisors first reported a position in Coca-Cola Consolidated in Q1 2026 and held it in 1 quarter.
  • Outlook Wealth Advisors's Coca-Cola Consolidated position peaked at $219K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.