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Prospera Financial Services’s Coca-Cola Consolidated COKE Stock Holding History

Prospera Financial Services’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 		$697K Sell
3,651
-94
-3% -$17.5K 0.01% 908
2026
Q1 		$718K Buy
3,745
+430
+13% +$75.3K 0.01% 859
2025
Q4 		$508K Buy
3,315
+160
+5% +$23.5K 0.01% 919
2025
Q3 		$370K Buy
+3,155
New +$366K 0.01% 1073
2022
Q3 		– Sell
-1,390
Closed -$78K – 985
2022
Q2 		$78K Sell
1,390
-10
-0.7% -$522 ﹤0.01% 946
2022
Q1 		$70K Buy
+1,400
New +$75.4K ﹤0.01% 1234

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

Prospera Financial Services's COKE Position: Q2 2026 in Review

Prospera Financial Services reduced its Coca-Cola Consolidated (COKE) stake by 2.5% in Q2 2026, selling an estimated $17.5K and leaving 3,651 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #908.

Prospera Financial Services first reported a position in COKE in Q1 2022 and has held it in 6 quarters since. The position peaked at $718K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Prospera Financial Services held 3,651 shares of Coca-Cola Consolidated worth $697K as of Q2 2026.
  • Prospera Financial Services sold 94 Coca-Cola Consolidated shares in Q2 2026, an estimated $17.5K.
  • Coca-Cola Consolidated made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #908 holding.
  • Prospera Financial Services first reported a position in Coca-Cola Consolidated in Q1 2022 and has held it in 6 quarters since.
  • Prospera Financial Services's Coca-Cola Consolidated position peaked at $718K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.