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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's COKE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Coca-Cola Consolidated (COKE) stake by 2.3% in Q1 2026, selling an estimated $525 and leaving 129 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Pinnacle Wealth Planning Services first reported a position in COKE in Q4 2020 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 129 shares of Coca-Cola Consolidated worth $24.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3 Coca-Cola Consolidated shares in Q1 2026, an estimated $525.
  • Coca-Cola Consolidated made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1582 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coca-Cola Consolidated in Q4 2020 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.