Principia Wealth Advisory’s Coca-Cola Consolidated COKE Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$153	Buy	+1	New	+$147	﹤0.01%	945

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's COKE Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Coca-Cola Consolidated (COKE) in Q4 2025: 1 share worth $153. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings.

531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

Principia Wealth Advisory held 1 share of Coca-Cola Consolidated worth $153 as of Q4 2025.
Coca-Cola Consolidated was a new Principia Wealth Advisory position in Q4 2025.
Coca-Cola Consolidated made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #945 holding.
531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.