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Regal Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Regal Investment Advisors’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 		$355K Buy
1,853
+112
+6% +$19.6K 0.02% 494
2025
Q4 		$267K Buy
+1,741
New +$255K 0.02% 533
2013
Q4 		– Sell
-1,000
Closed -$6K – 841
2013
Q3 		$6K Hold
1,000
– – ﹤0.01% 678
2013
Q2 		$6K Buy
+1,000
New +$6.09K ﹤0.01% 664

Other funds holding COKE

BlackRock
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Regal Investment Advisors's COKE Position: Q1 2026 in Review

Regal Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 6.4% in Q1 2026, buying an estimated $19.6K and bringing the position to 1,853 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #494.

Regal Investment Advisors first reported a position in COKE in Q2 2013 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Regal Investment Advisors held 1,853 shares of Coca-Cola Consolidated worth $355K as of Q1 2026.
  • Regal Investment Advisors bought 112 Coca-Cola Consolidated shares in Q1 2026, an estimated $19.6K.
  • Coca-Cola Consolidated made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #494 holding.
  • Regal Investment Advisors first reported a position in Coca-Cola Consolidated in Q2 2013 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.