Private Wealth Management Group’s Coca-Cola Consolidated COKE Stock Holding History

Private Wealth Management Group’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	$13.4K	Hold	70	–	–	﹤0.01%	503
2026 Q1	$13.4K	Hold	70	–	–	﹤0.01%	442
2025 Q4	$10.7K	Hold	70	–	–	﹤0.01%	492
2025 Q3	$8.2K	Hold	70	–	–	﹤0.01%	590
2025 Q2	$7.82K	Hold	70	–	–	﹤0.01%	573
2025 Q1	$9.45K	Hold	70	–	–	﹤0.01%	490
2024 Q4	$8.82K	Hold	70	–	–	﹤0.01%	525
2024 Q3	$9.21K	Hold	70	–	–	﹤0.01%	477
2024 Q2	$7.59K	Hold	70	–	–	﹤0.01%	536
2024 Q1	$5.92K	Hold	70	–	–	﹤0.01%	573
2023 Q4	$6.5K	Buy	+70	New	+$5.07K	﹤0.01%	537

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Wealth Management Group's COKE Position: Q2 2026 in Review

Private Wealth Management Group held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 70 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Private Wealth Management Group first reported a position in COKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Private Wealth Management Group held 70 shares of Coca-Cola Consolidated worth $13.4K as of Q2 2026.
Private Wealth Management Group left its Coca-Cola Consolidated share count unchanged in Q2 2026.
Coca-Cola Consolidated made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #503 holding.
Private Wealth Management Group first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Coca-Cola Consolidated position peaked at $13.4K in Q1 2026.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.