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Perigon Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Perigon Wealth Management’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 		$268K Buy
1,403
+105
+8% +$19.6K ﹤0.01% 1189
2026
Q1 		$249K Sell
1,298
-64
-5% -$11.2K ﹤0.01% 1096
2025
Q4 		$209K Buy
+1,362
New +$200K ﹤0.01% 1231

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

Perigon Wealth Management's COKE Position: Q2 2026 in Review

Perigon Wealth Management increased its Coca-Cola Consolidated (COKE) stake by 8.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,403 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Perigon Wealth Management first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Perigon Wealth Management held 1,403 shares of Coca-Cola Consolidated worth $268K as of Q2 2026.
  • Perigon Wealth Management bought 105 Coca-Cola Consolidated shares in Q2 2026, an estimated $19.6K.
  • Coca-Cola Consolidated made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • Perigon Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

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