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

ProVise 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 		$231K Hold
1,211
– – 0.02% 257
2026
Q1 		$232K Buy
+1,211
New +$212K 0.02% 243

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

ProVise Management Group's COKE Position: Q2 2026 in Review

ProVise Management Group held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 1,211 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #257.

ProVise Management Group first reported a position in COKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $232K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • ProVise Management Group held 1,211 shares of Coca-Cola Consolidated worth $231K as of Q2 2026.
  • ProVise Management Group left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #257 holding.
  • ProVise Management Group first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 2 quarters since.
  • ProVise Management Group's Coca-Cola Consolidated position peaked at $232K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.