Ray Dalio
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Ray Dalio’s Coca-Cola Consolidated COKE Stock Holding History

Ray Dalio’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 		$6.19M Buy
32,265
+11,409
+55% +$2M 0.03% 366
2025
Q4 		$3.2M Sell
20,856
-5,436
-21% -$797K 0.01% 653
2025
Q3 		$3.08M Buy
26,292
+23,358
+796% +$2.71M 0.01% 615
2025
Q2 		$328K Sell
2,934
-926
-24% -$112K ﹤0.01% 552
2025
Q1 		$521K Sell
3,860
-54,920
-93% -$7.38M ﹤0.01% 562
2024
Q4 		$7.41M Sell
58,780
-34,560
-37% -$4.33M 0.03% 294
2024
Q3 		$12.3M Sell
93,340
-43,990
-32% -$5.39M 0.07% 235
2024
Q2 		$14.9M Buy
137,330
+52,980
+63% +$4.9M 0.08% 193
2024
Q1 		$7.14M Sell
84,350
-3,400
-4% -$293K 0.04% 319
2023
Q4 		$8.15M Sell
87,750
-9,360
-10% -$678K 0.05% 281
2023
Q3 		$6.18M Buy
97,110
+4,480
+5% +$298K 0.04% 315
2023
Q2 		$5.89M Sell
92,630
-5,320
-5% -$329K 0.04% 279
2023
Q1 		$5.24M Sell
97,950
-850
-0.9% -$43.9K 0.03% 302
2022
Q4 		$5.06M Sell
98,800
-31,390
-24% -$1.5M 0.03% 355
2022
Q3 		$5.36M Sell
130,190
-2,440
-2% -$120K 0.03% 367
2022
Q2 		$7.48M Buy
132,630
+17,410
+15% +$909K 0.03% 393
2022
Q1 		$5.72M Buy
115,220
+16,970
+17% +$914K 0.02% 434
2021
Q4 		$6.08M Sell
98,250
-61,320
-38% -$3.03M 0.04% 259
2021
Q3 		$6.29M Sell
159,570
-3,810
-2% -$152K 0.03% 261
2021
Q2 		$6.57M Buy
+163,380
New +$5.76M 0.04% 281

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ray Dalio's COKE Position: Q1 2026 in Review

Ray Dalio increased its Coca-Cola Consolidated (COKE) stake by 55% in Q1 2026, buying an estimated $2M and bringing the position to 32,265 shares worth $6.19M. The position accounts for 0.03% of the portfolio, ranked #366.

Ray Dalio first reported a position in COKE in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.9M in Q2 2024. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Ray Dalio held 32,265 shares of Coca-Cola Consolidated worth $6.19M as of Q1 2026.
  • Ray Dalio bought 11,409 Coca-Cola Consolidated shares in Q1 2026, an estimated $2M.
  • Coca-Cola Consolidated made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #366 holding.
  • Ray Dalio first reported a position in Coca-Cola Consolidated in Q2 2021 and has held it in 20 quarters since.
  • Ray Dalio's Coca-Cola Consolidated position peaked at $14.9M in Q2 2024.
  • 584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.