Proficio Capital Partners’s Coca-Cola Consolidated COKE Stock Holding History

Proficio Capital Partners’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	$437K	Buy	2,277 +7	+0.3%	+$1.23K	0.02%	180
2025 Q4	$348K	Hold	2,270	–	–	0.02%	188
2025 Q3	$266K	Sell	2,270 -980	-30%	-$114K	0.02%	190
2025 Q2	$363K	Sell	3,250 -60	-2%	-$7.25K	0.02%	298
2025 Q1	$447K	Sell	3,310 -290	-8%	-$39K	0.03%	229
2024 Q4	$454K	Buy	3,600 +1,300	+57%	+$163K	0.04%	209
2024 Q3	$303K	Sell	2,300 -1,280	-36%	-$157K	0.03%	217
2024 Q2	$388K	Hold	3,580	–	–	0.04%	201
2024 Q1	$303K	Hold	3,580	–	–	0.03%	244
2023 Q4	$332K	Hold	3,580	–	–	0.04%	206
2023 Q3	$228K	Hold	3,580	–	–	0.03%	265
2023 Q2	$228K	Buy	+3,580	New	+$221K	0.03%	261

Other funds holding COKE

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

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

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

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

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

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

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

Proficio Capital Partners's COKE Position: Q1 2026 in Review

Proficio Capital Partners increased its Coca-Cola Consolidated (COKE) stake by 0.31% in Q1 2026, buying an estimated $1.23K and bringing the position to 2,277 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #180.

Proficio Capital Partners first reported a position in COKE in Q2 2023 and has held it in 12 quarters since. The position peaked at $454K in Q4 2024. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Proficio Capital Partners held 2,277 shares of Coca-Cola Consolidated worth $437K as of Q1 2026.
Proficio Capital Partners bought 7 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.23K.
Coca-Cola Consolidated made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #180 holding.
Proficio Capital Partners first reported a position in Coca-Cola Consolidated in Q2 2023 and has held it in 12 quarters since.
Proficio Capital Partners's Coca-Cola Consolidated position peaked at $454K in Q4 2024.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.