RGF
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Retirement Guys Formula’s Coca-Cola Consolidated COKE Stock Holding History

Retirement Guys Formula’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 		$260K Sell
1,363
-4
-0.3% -$745 0.1% 136
2026
Q1 		$262K Sell
1,367
-71
-5% -$12.4K 0.12% 120
2025
Q4 		$220K Buy
+1,438
New +$211K 0.1% 137

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

Retirement Guys Formula's COKE Position: Q2 2026 in Review

Retirement Guys Formula reduced its Coca-Cola Consolidated (COKE) stake by 0.29% in Q2 2026, selling an estimated $745 and leaving 1,363 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #136.

Retirement Guys Formula first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q1 2026. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Retirement Guys Formula held 1,363 shares of Coca-Cola Consolidated worth $260K as of Q2 2026.
  • Retirement Guys Formula sold 4 Coca-Cola Consolidated shares in Q2 2026, an estimated $745.
  • Coca-Cola Consolidated made up 0.1% of Retirement Guys Formula's portfolio in Q2 2026, its #136 holding.
  • Retirement Guys Formula first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • Retirement Guys Formula's Coca-Cola Consolidated position peaked at $262K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.