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Rialto Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Rialto Wealth Management’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 		$1.53K Buy
8
+1
+14% +$175 ﹤0.01% 969
2025
Q4 		$1.07K Buy
7
+1
+17% +$147 ﹤0.01% 970
2025
Q3 		$703 Buy
+6
New +$695 ﹤0.01% 1073

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

Rialto Wealth Management's COKE Position: Q1 2026 in Review

Rialto Wealth Management increased its Coca-Cola Consolidated (COKE) stake by 14% in Q1 2026, buying an estimated $175 and bringing the position to 8 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Rialto Wealth Management first reported a position in COKE in Q3 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Rialto Wealth Management held 8 shares of Coca-Cola Consolidated worth $1.53K as of Q1 2026.
  • Rialto Wealth Management bought 1 Coca-Cola Consolidated share in Q1 2026, an estimated $175.
  • Coca-Cola Consolidated made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #969 holding.
  • Rialto Wealth Management first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.