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

Ritholtz 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 		$4.33M Buy
22,569
+2,350
+12% +$412K 0.08% 193
2025
Q4 		$3.1M Buy
20,219
+352
+2% +$51.6K 0.06% 245
2025
Q3 		$2.33M Sell
19,867
-812
-4% -$94.1K 0.05% 291
2025
Q2 		$2.31M Sell
20,679
-1,041
-5% -$126K 0.05% 258
2025
Q1 		$2.93M Sell
21,720
-2,130
-9% -$286K 0.09% 169
2024
Q4 		$3M Sell
23,850
-3,340
-12% -$418K 0.09% 146
2024
Q3 		$3.58M Sell
27,190
-2,190
-7% -$268K 0.11% 128
2024
Q2 		$3.19M Buy
29,380
+2,120
+8% +$196K 0.11% 129
2024
Q1 		$2.31M Buy
27,260
+3,000
+12% +$259K 0.08% 170
2023
Q4 		$2.25M Buy
24,260
+8,240
+51% +$597K 0.09% 147
2023
Q3 		$1.02M Buy
16,020
+4,800
+43% +$319K 0.05% 277
2023
Q2 		$714K Buy
11,220
+2,510
+29% +$155K 0.03% 352
2023
Q1 		$466K Sell
8,710
-4,450
-34% -$230K 0.02% 425
2022
Q4 		$674K Sell
13,160
-1,660
-11% -$79.4K 0.04% 303
2022
Q3 		$610K Sell
14,820
-7,250
-33% -$357K 0.03% 344
2022
Q2 		$1.25M Buy
22,070
+8,130
+58% +$425K 0.08% 152
2022
Q1 		$693K Sell
13,940
-580
-4% -$31.2K 0.05% 248
2021
Q4 		$899K Buy
14,520
+9,160
+171% +$452K 0.06% 189
2021
Q3 		$211K Buy
+5,360
New +$213K 0.01% 456

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

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

Ritholtz Wealth Management increased its Coca-Cola Consolidated (COKE) stake by 12% in Q1 2026, buying an estimated $412K and bringing the position to 22,569 shares worth $4.33M. The position accounts for 0.08% of the portfolio, ranked #193.

Ritholtz Wealth Management first reported a position in COKE in Q3 2021 and has held it in 19 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Ritholtz Wealth Management held 22,569 shares of Coca-Cola Consolidated worth $4.33M as of Q1 2026.
  • Ritholtz Wealth Management bought 2,350 Coca-Cola Consolidated shares in Q1 2026, an estimated $412K.
  • Coca-Cola Consolidated made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Ritholtz Wealth Management first reported a position in Coca-Cola Consolidated in Q3 2021 and has held it in 19 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.