Patten Group’s Coca-Cola Consolidated COKE Stock Holding History

Patten Group’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	-3,453	Closed	-$529K	–	301
2025 Q4	$529K	Buy	+3,453	New	+$507K	0.1%	190
2019 Q1	–	Sell	-500	Closed	-$9K	–	259
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	442
2018 Q3	$9K	Hold	500	–	–	﹤0.01%	528
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	540
2018 Q1	$9K	Hold	500	–	–	﹤0.01%	473
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	480
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	470
2017 Q2	$12K	Hold	500	–	–	﹤0.01%	474
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	462
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	473
2016 Q3	$7.09K	Hold	500	–	–	﹤0.01%	500
2016 Q2	$7.37K	Hold	500	–	–	﹤0.01%	479
2016 Q1	$7.99K	Hold	500	–	–	﹤0.01%	490
2015 Q4	$9.13K	Hold	500	–	–	﹤0.01%	499
2015 Q3	$9.67K	Hold	500	–	–	0.01%	432
2015 Q2	$7.55K	Buy	+500	New	+$6K	﹤0.01%	465

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

Patten Group's COKE Position: Q1 2026 in Review

Patten Group sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3,453 shares — an estimated $529K sold.

Patten Group first reported a position in COKE in Q2 2015 and held it in 16 quarters. The position peaked at $529K in Q4 2025. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Patten Group reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
Patten Group sold 3,453 Coca-Cola Consolidated shares in Q1 2026, an estimated $529K.
Patten Group first reported a position in Coca-Cola Consolidated in Q2 2015 and held it in 16 quarters.
Patten Group's Coca-Cola Consolidated position peaked at $529K in Q4 2025.
587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.