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Perfromance Wealth Partners’s Coca-Cola Consolidated COKE Stock Holding History

Perfromance Wealth Partners’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 		$240K Buy
1,258
+8
+0.6% +$1.49K 0.01% 204
2026
Q1 		$240K Buy
+1,250
New +$219K 0.01% 188

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

Perfromance Wealth Partners's COKE Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Coca-Cola Consolidated (COKE) stake by 0.64% in Q2 2026, buying an estimated $1.49K and bringing the position to 1,258 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #204.

Perfromance Wealth Partners first reported a position in COKE in Q1 2026 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Perfromance Wealth Partners held 1,258 shares of Coca-Cola Consolidated worth $240K as of Q2 2026.
  • Perfromance Wealth Partners bought 8 Coca-Cola Consolidated shares in Q2 2026, an estimated $1.49K.
  • Coca-Cola Consolidated made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Perfromance Wealth Partners first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.