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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
Q2 		$479K Buy
2,508
+743
+42% +$138K 0.01% 1094
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 $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

Principal Securities's COKE Position: Q2 2026 in Review

Principal Securities increased its Coca-Cola Consolidated (COKE) stake by 42% in Q2 2026, buying an estimated $138K and bringing the position to 2,508 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1094.

Principal Securities first reported a position in COKE in Q4 2023 and has held it in 11 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Principal Securities held 2,508 shares of Coca-Cola Consolidated worth $479K as of Q2 2026.
  • Principal Securities bought 743 Coca-Cola Consolidated shares in Q2 2026, an estimated $138K.
  • Coca-Cola Consolidated made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1094 holding.
  • Principal Securities first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 11 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.