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 Q2	$747K	Buy	3,913 +1,636	+72%	+$305K	0.03%	248
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 $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

Proficio Capital Partners's COKE Position: Q2 2026 in Review

Proficio Capital Partners increased its Coca-Cola Consolidated (COKE) stake by 72% in Q2 2026, buying an estimated $305K and bringing the position to 3,913 shares worth $747K. The position accounts for 0.03% of the portfolio, ranked #248.

Proficio Capital Partners first reported a position in COKE in Q2 2023 and has held it in 13 quarters since. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Proficio Capital Partners held 3,913 shares of Coca-Cola Consolidated worth $747K as of Q2 2026.
Proficio Capital Partners bought 1,636 Coca-Cola Consolidated shares in Q2 2026, an estimated $305K.
Coca-Cola Consolidated made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #248 holding.
Proficio Capital Partners first reported a position in Coca-Cola Consolidated in Q2 2023 and has held it in 13 quarters since.
611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.