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Principal Securities’s Coca-Cola Consolidated COKE Stock Holding History

Principal Securities’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 		$338K Buy
1,765
+97
+6% +$17K 0.01% 1143
2025
Q4 		$256K Sell
1,668
-22
-1% -$3.23K ﹤0.01% 1208
2025
Q3 		$198K Buy
1,690
+150
+10% +$17.4K ﹤0.01% 1286
2025
Q2 		$172K Buy
1,540
+410
+36% +$49.5K ﹤0.01% 1296
2025
Q1 		$142K Hold
1,130
– – ﹤0.01% 1273
2024
Q4 		$142K Sell
1,130
-10
-0.9% -$1.25K ﹤0.01% 1270
2024
Q3 		$150K Sell
1,140
-120
-10% -$14.7K ﹤0.01% 1221
2024
Q2 		$137K Buy
1,260
+240
+24% +$22.2K ﹤0.01% 1197
2024
Q1 		$86.3K Sell
1,020
-30
-3% -$2.58K ﹤0.01% 1339
2023
Q4 		$97.5K Buy
+1,050
New +$76K ﹤0.01% 1199

Other funds holding COKE

BlackRock
BlackRock New York $5.7T 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 $5.39B AUM 21.2% 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