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Rise Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Rise 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
2025
Q4 		– Sell
-132
Closed -$15.4K – 380
2025
Q3 		$15.4K Buy
132
+1
+0.8% +$116 0.01% 733
2025
Q2 		$14.7K Buy
131
+1
+0.8% +$121 0.01% 742
2025
Q1 		$17.7K Sell
130
-100
-43% -$13.4K 0.01% 574
2024
Q4 		$29.1K Hold
230
– – 0.01% 405
2024
Q3 		$30.3K Hold
230
– – 0.01% 408
2024
Q2 		$25K Hold
230
– – 0.01% 475
2024
Q1 		$19.5K Buy
+230
New +$19.8K 0.01% 667
2023
Q1 		– Sell
-100
Closed -$5.18K – 814
2022
Q4 		$5.18K Hold
100
– – ﹤0.01% 438
2022
Q3 		$4K Hold
100
– – ﹤0.01% 458
2022
Q2 		$6K Hold
100
– – 0.01% 414
2022
Q1 		$5K Hold
100
– – ﹤0.01% 414
2021
Q4 		$6.27K Buy
+100
New +$4.94K 0.01% 380

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's COKE Position: Q4 2025 in Review

Rise Advisors sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 132 shares — an estimated $15.4K sold.

Rise Advisors first reported a position in COKE in Q4 2021 and held it in 12 quarters. The position peaked at $30.3K in Q3 2024. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

  • Rise Advisors reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 132 Coca-Cola Consolidated shares in Q4 2025, an estimated $15.4K.
  • Rise Advisors first reported a position in Coca-Cola Consolidated in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Coca-Cola Consolidated position peaked at $30.3K in Q3 2024.
  • 531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.