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Pinnacle Wealth Planning Services’s Coca-Cola Consolidated COKE Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.8K Buy
130
+1
+0.8% +$186 ﹤0.01% 1686
2026
Q1 		$24.7K Sell
129
-3
-2% -$525 ﹤0.01% 1582
2025
Q4 		$20.2K Buy
+132
New +$19.4K ﹤0.01% 1707
2021
Q1 		– Sell
-180
Closed -$5K – 686
2020
Q4 		$5K Buy
+180
New +$4.58K ﹤0.01% 1641

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

Pinnacle Wealth Planning Services's COKE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Coca-Cola Consolidated (COKE) stake by 0.78% in Q2 2026, buying an estimated $186 and bringing the position to 130 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Pinnacle Wealth Planning Services first reported a position in COKE in Q4 2020 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 130 shares of Coca-Cola Consolidated worth $24.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 Coca-Cola Consolidated share in Q2 2026, an estimated $186.
  • Coca-Cola Consolidated made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1686 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coca-Cola Consolidated in Q4 2020 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.